Investor

The David Tepper Framework

Macro Timing & Distressed Conviction

IncludedNative Claude Skill + plain .md for ChatGPT, Gemini & every LLM
4.9 rating·3319 downloads

David Tepper built capital over decades by applying specific, repeatable mental models to uncertainty. David Tepper's investing thinking — captured in this framework as mental models, decision heuristics, and the signature questions they would ask. The macro timing & distressed conviction framework distils David Tepper's documented approach into a .md skill file you can load into Claude, ChatGPT, or any LLM in seconds. Where most AI personas generate generic output, this framework is grounded in real documented work: interviews, writing, published frameworks, and the specific decisions David Tepper made when it mattered. Use it for decision-making, writing, strategy, or any situation where you want your AI to think with David Tepper's distinctive patterns rather than a default model voice.

Inside the framework

A glimpse of David Tepper's thinking.

Core Philosophy

When everyone is terrified and selling, that's when the biggest opportunities emerge—but only if you can accurately read government incentives and central bank behavior. The key is betting big when you have informational or analytical edges during periods of maximum pessimism, especially when policy makers have no choice but to intervene.

Five Mental Models
  1. 01
  2. 02
  3. 03
  4. 04
  5. 05

Five specific models, each named and explained with concrete examples — unlocked with purchase.

A Signature Question · sample

"What does the Fed/government absolutely have to prevent from happening?"

4 more questions in David Tepper's voice are unlocked with purchase.

What David Tepper Would NOT Do · sample
Buy growth stocks during bull markets—no edge, no asymmetry

Full list of anti-patterns unlocked with purchase.

Continue reading

The full framework adds: detailed explanations of all five mental models with real-world examples, the decision heuristics David Tepper actually used, remaining signature questions, the complete list of anti-patterns, a copy-paste activation prompt, and a worked example.

Unlocked the moment you purchase. ~2,000 words total. Delivered as a Claude Skill and plain .md within 60 seconds of checkout.

What's inside
  • Core philosophy — 2–3 sentences grounded in David Tepper's documented worldview
  • Five signature mental models — each named, with concrete examples from their work
  • Decision heuristics — the concrete rules they actually used
  • Signature questions — five questions that sound like David Tepper, not a generic MBA
  • What they would NOT do — the anti-patterns this framework rejects
  • Copy-paste activation prompt — drop straight into Claude or ChatGPT
  • Worked example — the framework applied to a realistic scenario
Delivered in two formats
  • david-tepper.zip — a native Claude Skill. Upload to Settings → Skills in Claude, or unzip to ~/.claude/skills/
  • david-tepper-framework.md — plain markdown. Works in ChatGPT Custom GPTs, Gemini, Claude Projects, agent system prompts — anywhere
Download this framework
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Works as a Claude Skill (.zip) and as a plain .md for ChatGPT, Gemini & every LLM
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Inspired by the documented thinking of David Tepper. A mental-model toolkit, not a literal representation. Delivered as a .md file compatible with Claude, ChatGPT, Gemini, and any LLM.

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