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348 afleveringen, van nieuw naar oud
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David Ha — AI & Evolution: Learning to do More with Less (EP.146)
9 februari 2023 · 56 min
David Ha is the Head of Strategy at Stability AI, and one of the top minds working in AI today. He previously worked as a research scientist in the Brain team at Google. Lees meer
David is particularly interested in evolution and complex systems, and his research explores how intelligence may emerge from limited resource constraints. He joins the show to discuss the advantages of open-source models, modelling AI as an emergent system, why large language models are bad at maths and MUCH more!
Important Links:
David's website
David's Twitter
Teaching Machines to Draw (2017)
Weight Agnostic Neural Networks (2019)
Show Notes:
Why David joined Stability AI
The advantages of open-source models
We cannot predict the inventions of tomorrow
Making memes with generative AI
The centaur approach to AI
An introduction to large language models
The relationship between complex systems and resource constraints
Large language models are bad at maths
Modelling AI as an emergent system
Understanding different perspectives
MUCH more!
Books Mentioned:
The Beginning of Infinity: Explanations That Transform the World; by David Deutsch
Why Greatness Cannot Be Planned: The Myth of the Objective; by Kenneth Stanley and Joel Lehman
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Jesse Michels — American Alchemy (EP.145)
2 februari 2023 · 1 uur 15 min
Jesse Michels is an investor at Thiel Capital and the creator and host of 'American Alchemy', a Youtube channel dedicated to highlighting the most heretical thinkers and ideas of our time.
He joins the show to discuss the transmission theory of consciousness, whether mushrooms are aliens, the reawakening of the Boomers and MUCH more! Lees meerImportant Links:
American Alchemy
Jesse's Twitter
Show Notes:
The modern-day Robert Anton Wilson
Why Jesse started American Alchemy
The transmission theory of consciousness
Why mushrooms may have catalysed human civilisation
Paradigm shifts and heretical thinking
Are mushrooms aliens?
Nixon, psychedelics & brainwashing
The reawakening of the Boomers
AGI, qualia & quantum physics
AI, learned helplessness & Twitter
The power of curiosity
Reality is a compressed version of something much larger.
MUCH more!
Books Mentioned:
The Half-Life of Facts: Why Everything We Know Has an Expiration Date; by Samuel Arbesman
The User Illusion: Cutting Consciousness Down to Size; by Tor Norretranders
Gödel, Escher, Bach: an Eternal Golden Braid; by Douglas Hofstadter
The Beginning of Infinity: Explanations That Transform the World; by David Deutsch
The Immortality Key : The Secret History of the Religion with No Name; by Brian C. Muraresku
The New Inquisition: Irrational Rationalism and the Citadel of Science; by Robert Anton Wilson
How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression and Transcendence; by Michael Pollan
Chaos: Charles Manson, the CIA, and the Secret History of the Sixties; by Tom O'Neill
Weird Scenes Inside the Canyon: Laurel Canyon, Covert Ops & the Dark Heart of the Hippie Dream; by David McGowan
Prometheus Rising; by Robert Anton Wilson
Quantum Psychology: How Brain Software Programs You & Your World; by Robert Anton Wilson
The Cosmic Trigger trilogy; by Robert Anton Wilson
Communion: A True Story; by Whitley Strieber
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Mark Nelson — Nuclear Power: Change the Memes, Change the Future (EP.144)
26 januari 2023 · 1 uur 17 min
Mark Nelson is the Managing Director of Radiant Energy Group, a consultancy which advises governments, nonprofits and industry about nuclear energy. He joins the show to discuss Chernobyl the memes vs Chernobyl the molecules, introducing nuclear festivals, adopting an abundance mindset, and a whole lot more. Lees meer
Important Links:
Mark's Twitter
Radiant Energy Group
Mark's LinkedIn
Show Notes:
Why does the nuclear industry have a confidence problem?
Electricity deaths vs nuclear deaths
Chernobyl the memes vs Chernobyl the molecules
How do we create better nuclear memes?
Bureaucracy and the precautionary principle
Steelmanning the case against nuclear power
Recency bias, human OS and high visibility events
The story of Three Mile Island
Introducing nuclear festivals
Wind and solar is not essential for the grid
Take memes seriously
Disambiguating nuclear weapons from nuclear power
Tying financial needs with energy needs
Escaping Mad Max
How can we encourage an abundance mindset?
Bipartisan enthusiasm for nuclear power
MUCH more!
Books Mentioned:
The Beginning of Infinity: Explanations That Transform the World; by David Deutsch
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Sam McRoberts — The Grand Redesign (EP.143)
19 januari 2023 · 1 uur 9 min
Author, CEO of VUDU Marketing and digital nomad Sam McRoberts returns for his second appearance on Infinite Loops. This week, Sam and Jim discuss Sam's latest book 'The Grand Redesign'.
Part science-fiction, part operating manual for upgrading human OS, 'The Grand Redesign' touches on a number of recurring Infinite Loops themes, and is available for free online (see 'Important Links' section below). Lees meerImportant Links:
The Grand Redesign
Sam's Twitter
Sam's Substack
The Thinker and The Prover
Tinkered Thinking's winning entry to our 'White Mirror' competition
Show Notes:
Why Sam wrote the book
Is the Watcher a reliable narrator?
Interfering with complex systems
An overview of Social OS
Why we need White Mirror
The kindness pledge
Incentives and the Cobra Effect
How do we break the Shannon limit?
Jim's movie idea
Improving the political and legal system
The opportunities of AI
Optimising our system for flourishing
Finding the hidden geniuses
Sam's solutions; reaching the tipping point
Sam's hopes for the book
MUCH more!
Books Mentioned:
The Grand Redesign; by Sam McRoberts
The Status Game: On Human Life and How to Play It; by Will Storr
Prometheus Rising; by Robert Anton Wilson
House of Cards: Psychology and Psychotherapy Built on Myth; by Robyn Dawes
The Lessons of History: by Will Durant and Ariel Durant
Happy: Why More or Less Everything is Absolutely Fine; by Derren Brown
The Inevitable: Understanding the 12 Technological Forces That Will Shape Our Future; by Kevin Kelly
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Cliff Asness — FTX, Hedge Funds and the Value Spread (EP.142)
12 januari 2023 · 1 uur 3 min
Cliff Asness is the Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Lees meer
Cliff joins the show to discuss FTX, AMC , why hedge funds aren't hedging, the role of index funds and a whole lot more.
Important Links:
Cliff's Twitter
Cliff's Blog
AQR Capital Management
Do Hedge Funds Hedge?
Show Notes:
Cliff's take on FTX and crypto
The AMC saga
HODL and the MOASS
Finding the right media format for substantive investment conversations
Thoughts on the value spread
"We don't want a world where markets are perfect"
Hedge funds aren't hedging
The role of index funds
Never override a model
"Study statistics and stick to your principles"
Books Mentioned:
What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time; by Jim O'Shaughnessy
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Ben Tossell — Opportunities in AI (EP.141)
5 januari 2023 · 1 uur 12 min
Ben Tossell writes Ben's Bites, a daily newsletter on AI that's read by over 15,000 others from Google, a16z, Sequoia, Amazon, Meta and more. He previously founded Makerpad, a no-code education side which was acquired by Zapier in March 2021. Lees meer
Important Links:
Ben's Newsletter
Ben's Twitter
Show Notes:
Ben's journey into AI
The importance of ease of use
How AI will impact our lives
Ben's hackathon
Balancing originality and usefulness
Why Ben is wary of providing strategic advice
Achieving ground-up change with AI
Interaction between the AI industry and the governments
How Ben wants AI to be used
Following your curiosity
Making the world more competitive
MUCH more!
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O'Shaughnessy Ventures is Here (EP.140)
1 januari 2023 · 1 uur 6 min
We've landed. Lees meer
After 3 months of stealth mode, sneak-peeks, and surprise announcements, we have finally hit launch day.
In this special episode of Infinite Loops, hosted by Patrick O'Shaughnessy, Jim chats through the rationale behind founding OSV, the positive impact he wants it to have on the world, and the ways you can get involved.
Important Links:
OSV's Website
Jim's Twitter
Show Notes:
The origins of OSV
Why OSV does not invest third parties' money
The story of Jim's investment in Stability AI
What has surprised Jim the most about the world of AI
What OSV will look like on 1 January 2023: the four verticals
Assembling the OSV team
OSV's objective function
Where the majority of Jim's energy will be directed
How you can get involved with OSV
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Tom Morgan & Brett Andersen — Intimations of a New World Worldview (EP.139)
29 december 2022 · 1 uur 28 min
Tom Morgan returns for his third appearance on Infinite Loops with Jim, Infinite Loops' own Ed William and special guest Brett Andersen, an evolutionary psychology PhD student at the University of New Mexico. Lees meer
We discuss the implications of the ideas presented in Brett's fantastic essay 'Intimations of a New Worldview', whether the rise of anti-heroes is a challenge to Campbell's Hero's Journey, the influence of conscious vs unconscious design, and much more.
Important Links:
Intimations of a New Worldview
Brett's Substack
Brett's Twitter
Tom's blog
Tom's Twitter
Awakening from the Meaning Crisis
Show Notes:
Objective vs subjective morality
Complexity as a precondition
Biological complexification
Complexification and social selection
Relevance realisation
Jordan Peterson's 'Maps of Meaning' and the metamyth
The optimal path and the process of creation
The cognitive purpose of supernatural beliefs
Mapping a response to the meaning crisis
Quantum entanglement and consciousness
Practical implications of Brett's theory
Cultural evolution
Conscious vs unconscious design
There is an underlying flow of things
Breaking Bad and the Hero's Journey
Slack vs tension
MUCH more!
Books Mentioned:
Meaning in Life and Why It Matters; by Susan Wolf
The Romance of Reality: How the Universe Organizes Itself to Create Life, Consciousness, and Cosmic Complexity; by Bobby Azarian
The Life of the Cosmos; by Lee Smolin
Evolution's Arrow: the direction of evolution and the future of humanity; by John Stewart
Nonzero: The Logic of Human Destiny; by Robert Wright
The Mating Mind: How Sexual Choice Shaped the Evolution of Human Nature; by Geoffrey Miller
Maps of Meaning: The Architecture of Belief; by Jordan Peterson
Zombies in Western Culture: A Twenty-First Century Crisis; by John Vervaeke
Principia Mathematica; by Alfred North Whitehead and Bertrand Russell
The Master and his Emissary: The Divided Brain and the Making of the Western World; by Iain McGilch…
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Brom Rector — Investing in Psychedelics (EP.138)
22 december 2022 · 1 uur 10 min
Brom Rector is the founder of Empath Ventures, a VC fund that in invests in early-stage psychedelics startups. Lees meer
Prior to founding Empath, Brom sent several years as a portfolio manager and quantitative researcher.
Brom joins the show to discuss the current state of the psychedelics industry, the lessons learned founding a VC fund, the differences between psychedelics and cannabis, and a whole lot more.
Important Links:
Empath Ventures
Brom's LinkedIn
Brom's Twitter
The Brom Podcast
Show Notes:
How Brom became interested in psychedelic investing
Psychedelics and the mental health epidemic
Depoliticising psychedelics
Empath Ventures' business model
How we can scientifically improve psychedelics
The influence of hippie culture
A contrarian view on Big Pharma
The potential benefits of ibogaine
The differences between cannabis and psychedelics
Do some people not react to psychedelics?
Brom's thoughts on microdosing
Lessons learned from founding a VC company
The benefits of Rule 506(c)
Books Mentioned:
How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression, and Transcendence; by Michael Pollan
Healing Back Pain: The Mind-Body Connection; by John E. Sarno MD
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Johnathan Bi — René Girard and the Philosophy of Innovation (EP.137)
15 december 2022 · 1 uur 16 min
Ahead of the release of the next episode of his lecture series on René Girard, Johnathan Bi returns for his second appearance on the show. He and Jim discuss Girard, prestige, innovation, AI, and much more. Enjoy! Lees meer
Important Links:
Johnathan's website
Johnathan's Twitter
Johnathan's lecture series with David Perell
Our research note on Johnathan
Johnathan's first appearance on the show
Show Notes:
The Girardian notion of prestige
What proof is there for mimesis?
The difference between mimesis and status signalling
Philosophical critiques of Girard
Girard on innovation
Historical understandings of innovation
A conversation between a pessimist and an optimist
AI, progress and the panopticon
Could we ban innovation?
Books Mentioned:
The Status Game: On Human Life and How to Play It; by Will Storr
The Alchemy of Finance; by George Soros
The Laws of Imitation; by Gabriel Tarde
When These Things Begin: Conversations with Michel Treguer; by René Girard
The Beginning of Infinity: Explanations That Transform the World; by David Deutsch
The Invention of Improvement: Information and Material Progress in Seventeenth-Century England; by Paul Slack
Zero to One: Notes on Startups, or How to Build the Future; by Peter Thiel
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Rohit Krishnan — Unleashing Curiosity (EP.136)
8 december 2022 · 1 uur 46 min
Rohit is a VC and essayist who writes fascinating, thought-provoking essays on complexity, progress, innovation and technology over at Strange Loop Canon. Lees meer
He joins the show for a second time to discuss the lessons learned from the FTX meltdown, why there isn't a philosophy of business, creating an AI picture book, and a whole lot more.
Important Links:
Rohit's Twitter
Rohit's Substack
Our research note on Rohit
Show Notes:
What can VCs learn from FTX?
FTX, hubris and good manners
"Don't let anyone push you into a decision that you don't want to make"
Signing up to the right narratives
Why you can't beat the market
Why isn't there a philosophy of business?
Markets, desire and innovation
How AI allows us to talk to machines in our language
The complexities of the AI sentience debate
How AI unlocks new outlets for creativity
The need for positive stories
The three components of innovation
"Curiosity is a shit starter"
Finding new ways to create community
Openness and experimentation
MUCH more!
Books Mentioned:
What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time; by Jim O'Shaughnessy
The Genius of the Beast: A Radical Re-Vision of Capitalism; by Howard Bloom
Unflattening; by Nick Sousanis
Slouching Towards Utopia: An Economic History of the 20th Century; by Brad DeLong
American Gods; by Neil Gaiman
Lessons: A Novel; by Ian McEwan
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Julia Bonafede — A Deep Dive into Deep Reinforcement Learning (EP.135)
1 december 2022 · 1 uur 5 min
Julia is the co-founder of Rosetta Analytics Inc, "an alternative asset manager that is pioneering the use of advanced artificial intelligence to build and actively manage liquid investment strategies." Lees meer
Prior to co-founding Rosetta, Julia served as President of Wilshire Consulting and was a member of Wilshire's Board of Directors and Consulting Investment Committee.
Julia joins the show to take a deep dive into deep reinforcement learning and Rosetta's pioneering work using AI as the basis of its investment strategies.
Important Links:
Rosetta Analytics
Julia's LinkedIn
Show Notes:
Julia's journey from Wilshire to Rosetta
Defining deep reinforcement learning
AI and non-linear thinking
Using adaptive models
Overcoming the human need for 'why'
Pitching deep reinforcement learning models to new investors
Telling positive stories about AI; improving our discourse
"Wake up and look for the joy"; "overcoming fear is the biggest barrier to success"
Books Mentioned:
What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time; by Jim O'Shaughnessy
The Beginning of Infinity: Explanations That Transform the World; by David Deutsch
The Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny; by William Strauss and Neil Howe
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Liberty RPF — On Creation and Curation (EP.134)
24 november 2022 · 1 uur 35 min
Creator and curator Liberty RPF returns for his second appearance on Infinite Loops. He and Jim discuss the art of curation, the opportunities and risks of AI, the curse of creativity, the future of learning, and MUCH more!
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Lulu Cheng Meservey — Going Direct: What Founders can learn from K-Pop, Crypto, and the Early Christians (EP.133)
17 november 2022 · 1 uur 26 min
Title: Lees meer
Description:
Lulu Cheng Meservey is the Chief Communications Officer and Executive Vice President of Corporate Affairs at Activision Blizzard.
She joins Infinite Loops to provide us with a masterclass in communications for startups. A must-listen for current and aspiring founders.
Important Links:
• Lulu's Twitter
• Lulu's SubstackShow Notes:
• Why people write hit pieces
• The insurgency framework
• How to access your audience's neural real estate
• How to develop a spontaneous elevator pitch
• Tips for becoming better at reading the room
• Speak directly and take the hits
• Defining business objectives
• Learning from other industries
• Personalising your message
• Overcoming resistance to the unknown, what Christianity can teach us about comms
• Escaping corporate jargon
• How comms resembles rugby
• Taking ownership of comms
• Moving to a new model of comms
• "Don't let things happen to you. Go and happen to things."Books Mentioned:
• The Network State: How To Start a New Country; by Balaji S. Srinivasan
• The Hero with a Thousand Faces; by Joseph Campbell -
Tinkered Thinking: White Mirror (EP.132)
10 november 2022 · 1 uur 22 min
"With enough curiosity, self-confidence is irrelevant." Lees meer
Tinkered Thinking is a writer, artist, author and creator. He is also the worthy winner of our 'White Mirror' competition.
His writing includes a series of 'Lucilius Parables', short stories dispersed throughout time and space designed to help readers reconceptualise their experience of being alive.
He joined the show to discuss writing, technology, curiosity, optimism and MUCH more!
Important Links:
Website
Twitter
The Lucilius Parables, Volume I
The Lucilius Parables, Volume II
The Century of the Self: Happiness Machines - Adam Curtis
Show Notes:
The origin of Lucilius
Why write short stories?
Fear and human nature
Technology, progress and optimism
Where is the positive poetry of today?
The momentum metric
How to rebrand Guatemala
White Mirror
Choose your disposition
The power of curiosity
The question as a concept
Hope grows foolish with no doing
Books Mentioned:
The Lucilius Parables, Volume I; by Tinkered Thinking
The Lucilius Parables, Volume II; by Tinkered Thinking
The Elegant Universe: Superstrings, Hidden Dimensions, and the Quest for the Ultimate Theory; by Brian Greene
The Fifth Science; by Exurb1a
Foundation; by Isaac Asimov
Zen and the Art of Motorcycle Maintenance; by Bob Pirsig
The Beginning of Infinity; by David Deutsch
Language in Thought and Action; by S.I. Hayakawa
Screw the Zoo: Escape From Your Cage, Free Your Mind, and Take Over the World; by Sam McRoberts
Unflattening; by Nick Sousanis
Atomic Habits; by James Clear
The Power of Habit; by Charles Duhigg
The Hitchhiker's Guide to the Galaxy; by Douglas Adams
The Egg; by Andy Weir
The Varieties of Religious Experience by William James
Awakening: Conversations with the Masters; by Anthony De Mello
Spiritually Incorrect Enlightenment; by Jed McKenna
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Edward Slingerland: Trying Not to Try (EP.131)
3 november 2022 · 1 uur 11 min
Edward Slingerland is a University Scholar and Professor of Philosophy at the University of British Columbia. He has authored a number of books, including 'Trying Not to Try' and 'Drunk: How We Sipped, Danced, and Stumbled Our Way to Civilization'. He joins the show to discuss the paradox of effortless action, the history of Chinese philosophy, the benefits of alcohol, and a whole lot more. Lees meer
Important Links:
Edward's Twitter
Edward's Website
Drunk
Trying Not to Try
Show Notes:
The paradox of trying not to try
Western equivalents to wu-wei
The difference between wu-wei and flow
How to cultivate wu-wei
How technology makes it harder to find wu-wei
Why were Confucianism and Daoism so successful?
Utilitarianism, China and the panopticon
The right amount of rationality, choking
Shutting down the prefrontal cortext
The evolutionary origins of our love of alcohol
The power of psychedelics
Ecological niches, cooperation, creativity and honesty
An alternative model of honesty
Stop pushing so hard, go walk in the woods
Books Mentioned:
Trying Not to Try: The Ancient Art of Effortlessness and the Surprising Power of Spontaneity; by Edward Slingerland
Drunk: How We Sipped, Danced and Stumbled Our Way to Civilization; by Edward Slingerland
The Dao De Jing; by Laozi
The Status Game: On Human Life and How to Play It; by Will Storr
The Science of Storytelling: Why Stories Make Us Human and How to Tell Them Better; by Will Storr
The Master and His Emissary; by Iain McGilchrist
Choke: What the Secrets of the Brain Reveal About Getting It Right When You Have To; by Sian Beilock
The Immortality Key: The Secret History of the Religion with No Name; by Brian C. Muraresku
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Jeremiah Lowin — Make Original Mistakes (EP.130)
27 oktober 2022 · 1 uur 31 min
Jeremiah Lowin is the founder & CEO of Prefect, a dataflow automation company. Jeremiah joins Jim for his second appearance on Infinite Loops to discuss executing, storytelling, artificial intelligence and, of course, puns. Lees meer
Important Links:
Prefect.io
Disney Research Hub
The story of the fake statue of Venus
Show Notes:
Slack, puns and the Hitchhiker's Guide to the Galaxy
Planning, executing and the story of Prefect in 2022
Why naming things is a superpower
If you can't pivot, you're dead
Make original mistakes
AI, storytelling, deep fakes and open source
Books Mentioned:
The Hitchhiker's Guide to the Galaxy; by Douglas Adams
What Works on Wall Street; by Jim O'Shaughnessy
The Beginning of Infinity; by David Deutsch
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Herbert Lui — Creative Doing (EP.129)
20 oktober 2022 · 1 uur 16 min
Herbert is a writer and editorial director who has been writing online since he was 15. He is the editor of 'The World According to Kanye' and has written for publications such as Forge, TIME and Quartz. Lees meer
Herbert joins the show to discuss his book 'Creative Doing: 75 Practical Exercises to Unblock Your Creative Potential in Your Work, Hobby, or Next Career', and to share some practical, actionable methods of harnessing the creative impulses that lie inside us all.
Important Links:
Herbert's Twitter
Herbert's Website
Creative Doing
Show Notes:
"Think less; do more"
Adapting to social media
"Don't make the bad the enemy of the good"
"Doing is thinking"
The strongest case for thinking over doing
The role of the subconscious in the creative process
The Madman and the Judge
What initial steps can an aspiring creator take?
Is there such a thing as natural creativity?
"Quality is a word smart people use to procrastinate"
Unifying the Madman and the Judge
Why do societies try to crush creativity out of people?
Why we are all creative
Books Mentioned:
Creative Doing: 75 Practical Exercises to Unblock Your Creative Potential in Your Work, Hobby, or Next Career; by Herbert Lui
Why Greatness Cannot Be Planned: The Myth of the Objective; by Kenneth O. Stanley and Joel Lehman
The Love Song of J. Alfred Profrock; by T.S. Eliot
The I Ching
Tao Te Ching; by Laozi
Zen and the Art of Motorcycle Maintenance; by Robert M. Pirsig
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Emad Mostaque — The Future of AI (EP.128)
18 oktober 2022 · 1 uur 15 min
Emad Mostaque is the founder and CEO of Stability AI, the company behind Stable Diffusion. Lees meer
Emad joins Stability AI's recently announced Executive Chair of the board of directors Jim O'Shaughnessy to discuss the future of AI, the benefits of open source software, and much more.
Important Links:
Stability AI
Stable Diffusion Launch Announcement
Stability AI's Twitter
Emad's Twitter
Jim's announcement as Executive Chair
Show Notes:
The open vs closed AI debate
How will open AI lead to better outcomes for AI safety?
How will AI allow us to to solve previously unsolvable problems?
How AI can transform education
AI and storytelling
What is 'clean' data?
Can AI technology increase IQs across the entire world?
The future: optimism, pessimism, jobs, AI alignment and the panopticon
Why closed AI is a bad business model
Anticipating and defending against future problems
What two ideas would you like to give everyone in the world?
Books Mentioned:
The WEIRDest People in the World; by Joseph Henrich
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David Senra — Pick The Right Heroes (EP.127)
13 oktober 2022 · 1 uur 54 min
"To get me stop, they're going to have to pry the microphone out of my cold dead hand". Lees meer
Hot on the heels of his hugely popular appearance on 'Invest Like The Best', David Senra joins a marathon episode of Infinite Loops to discuss obsession, education, optimism, podcasting, and so much more.
Unsurprisingly, this one is not to be missed.
Important Links:
Founders Podcast
Founders on Colossus
David's Twitter
David's Substack
Runnin' Down a Dream - Bill Gurley
Show Notes:
David's grandfather, refugees, and risk-taking
Why reading history raises our ambition
Obsession and genetics
Why founders are the most important people in the world
Our failing education system
"To get me to stop, they're going to have to pry the microphone out of my cold dead hand"
"Don't do anything that somebody else can do"
Societal responses to change, predicting the future
The benefits of small teams
"Plan B should be to make plan A work"
Optimism, risk and the bridge of nihilism
Why you need to start a podcast
"History doesn't repeat, human nature does"
AI and art
The internet is the greatest variance amplifier in history
"You can't fake passion"
Infinite networks
Luck, burnout, learning and excuses
"Don't be surprised if your best idea comes 30 to 40 years into your career"
The blueprint for a great day
Pick the right heroes
Books Mentioned:
Am I Being Too Subtle?: Straight Talk From a Business Rebel; by Sam Zell
The Sugar King of Havana: The Rise and Fall of Julio Lobo, Cuba's Last Tycoon; by John Paul Rathbone
The Hypomaniac Edge: The Link Between (A Little) Craziness and (A Lot of) Success in America; by John D. Gartner
One Summer: America, 1927; by Bill Bryson
Reluctant Genius: The Passionate Life and Inventive Mind of Alexander Graham Bell; by Charlotte Gray
Born of this land : my life story; by Chung Ju-yung
Shoe Dog; by Phil Knight
Pulitzer: A Life in Politics, Print, and Power; by James McGrath Morris
Only the Paranoid Survive: How to Exploit t…
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Liz Wallenstein + Dr Michael Donnino — The Mind-Body Connection (EP.126)
6 oktober 2022 · 1 uur 18 min
Dr Michael Donnino is the founder/director of the Psychophysiologic Research Group, and the first person in the country to complete a residency/fellowship program leading to board certification in internal medicine, emergency medicine, and critical care. Lees meer
Liz Wallenstein is a licensed mental health counselor who has trained in, among other areas, the methodology of 'TMS Mind Body-Connection'.
Liz and Dr Michael join the show to discuss the profound influence of Dr John Sarno on their lives, and the potentially transformational power of 'Mind-Body' therapies.
Important Links:
The Mind-Body Group
Michael's Twitter
Liz's Website
Healing Back Pain: The Mind-Body Connection
Show Notes:
Introductions to Dr. Sarno
The relationship between our emotional and physical reactions
Reasons to be hopeful
Emotions and conditioning
A response to the sceptics
The societal costs of chronic pain
Mental health: moving beyond diagnostic labels
Long COVID and mind-body syndrome
The future of psychophysiological research
What does the medical community think of mind-body syndrome?
Doing the inner work that's needed to heal
The future of mind-body treatments
The importance of sincerity
Books Mentioned:
Your Body Keeps the Score: Brain, Mind, and Body in the Healing of Trauma; by Bessel van der Kolk;
Molecules of Emotion: The Science Behind Mind-Body Medicine; by Candace Pert
Healing Back Pain; by John E. Sarno
The Screwtape Letters; by C.S. Lewis
The Status Game: On Human Life and How to Play It; by Will Storr
The Great Pain Deception: Faulty Medical Advice Is Making Us Worse; by Steve Ozanich
Anatomy of an Illness: As Perceived by the Patient; by Norman Cousins
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Kyla Scanlon — Cultivating Vibes (EP.125)
29 september 2022 · 1 uur 13 min
The brilliant Kyla Scanlon returns for her second appearance on Infinite Loops. As well as being a prolific creator, curator and writer, Kyla is the founder of the financial education company Bread. Kyla joins the show to discuss the vibecession, her plans for Bread, the creator economy, and much more. Lees meer
Important Links:
Kyla's website
Kyla's Twitter
Kyla's TikTok
Kyla's Instagram
Kyla's Substack
Kyla's Youtube
Show Notes:
Losing control of the meme
Everything is vibes
Inflation is a tax
Are vibes top-down or bottom-up?
Making complicated information fun
The importance of having thick skin
The benefits of free markets
Do governments have vibes?
How do you cultivate good vibes?
The creator economy
Bread's mission
Education is broken
Advice for upcoming content creators
Against credentialism
Open AI vs closed AI
How can you change your models?
What is your favourite medium?
What would be the most surprising development over the next 12 months?
Books Mentioned:
The Dancing Wu Li Masters: An Overview of the New Physics; by Gary Zukav
The Genius of the Beast: A Radical Re-Vision of Capitalism; by Howard Bloom
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Trung Phan + Rob Henderson — Talking Television (EP.124)
22 september 2022 · 1 uur 9 min
Is this the greatest crossover event in history? Fresh from their individual appearances on Infinite Loops, Trung Phan and Rob Henderson join forces to discuss TV, film, and why Rob still hasn't seen Apocalypse Now. Lees meer
Important Links:
Rob's Substack
Rob's Twitter
Trung's Substack
Trung's Twitter
Show Notes:
Hearts of Darkness: one of the craziest stories in Hollywood history
The beginning of TV's golden age
Breadth or depth? The two paths to prestige TV
What TV can teach you about elite America
The two ways of watching prestige TV
How TV shows program us
The decline of event TV
Recurring themes and HumanOS
Succession and signalling
The Great Reshuffle and Substack
The 70s: one of the worst American decades of all time
What will TV be like in 10 years' time?
Challenge yourself with art
Broaden your content horizons
Books Mentioned:
Heart of Darkness; by Joseph Conrad
Unflattening; by Nick Sousanis
The Iliad; by Homer
The Odyssey; by Homer
The Da Vinci Code; by Dan Brown
Infinite Jest; by David Foster Wallace
TV Shows and Films Mentioned:
Hearts of Darkness: A Filmmaker's Apocalypse
Apocalypse Now
The Shield
The Godfather
The Sopranos
Seinfeld
All In The Family
The Wire
The Simpsons
The Fresh Prince of Bel-Air
Mad Men
Game of Thrones
The West Wing
Roseanne
Power Rangers
The O.C.
Breaking Bad
Better Call Saul
The Truman Show
Back to the Future
I Love Lucy
Succession
Will and Grace
Severance
House of Cards
Stranger Things
Office Space
Euphoria
Avengers: End Game
Top Gun Maverick
The Office
Parasite
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Nick Gillespie — The Lou Reed of Libertarianism (EP.123)
15 september 2022 · 1 uur 29 min
Nick Gillespie is the host of the Reason Interview and an editor at large at Reason. Nick is one of the most interesting libertarian thinkers in America, and has been described by the New York Times as being to libertarianism "what Lou Reed is to rock 'n' roll, the quintessence of its outlaw spirit". Lees meer
Important Links:
Nick's Substack
Nick's Twitter
Nick's Podcast
Reason
Show Notes:
Is libertarianism dead?
Saying what you think
The case for rational optimism
Labels and empathy
President Nixon, the Great Reshuffle, Bitcoin
Bureaucracy and responsiveness
The rapidly changing world
Prohibition and legalisation
Why America does not have enough immigration
The enfranchising power of social media
Obscenity and moral panics
Empathy with the dispossessed
And MUCH more!
Books Mentioned:
The Declaration of Independents: How Libertarian Politics Can Fix What's Wrong with America; by Nick Gillespie and Matt Welch
The Rational Optimist; by Matt Ridley
The Hitchhiker's Guide to the Galaxy; by Douglas Adams
The Population Bomb; by Paul Ehrlich
The Beginning of Infinity; by David Deutsch
Capitalism, Socialism and Democracy; by Joseph Schumpeter
The Genius of the Beast: A Radical Re-Vision of Capitalism; by Howard Bloom
One Summer: America, 1927; by Bill Bryson
The War on Alcohol; by Liza McGirr
Immigration and Freedom; by Chandran Kukathas
The Illuminatus! Trilogy; by Robert Anton Wilson and Robert Shea
What It Means to be a Libertarian: a Personal Interpretation; by Charles Murray
Raising PG Kids in an X-Rated Society; by Tipper Gore
Ulysses; by James Joyce
The Status Game: On Human Life and How to Play It; by Will Storr
Happy: Why More or Less Everything is Absolutely Fine; by Derren Brown
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Will Storr—The Status Game (EP.122)
8 september 2022 · 1 uur 25 min
Will Storr is an award winning journalist and author. His book 'The Status Game' transforms our understanding of human nature by demonstrating how our unconscious desire for status ultimately drives our behaviour. Lees meer
Important Links:
Twitter: https://twitter.com/wstorr?s=21&t=ZdtIqP9eE3_a5qZocDjEXQ
Website: https://willstorr.com
The Science of Storytelling: https://www.thescienceofstorytelling.com
Show Notes:
Will's origin story
The strange case of David Irving
The fundamental nature of status games
The Stanford prison experiment and dominance games
The status games played by cults
Luxury beliefs
Why we are all moral hypocrites
The importance of being funny
Social status and socioeconomic status
Human OS and the education system
How status seeking leads to the "very best of human nature"
The murderous nature of reputation destruction
The post WW1 humiliation of Germany
Loaded magazine
Finding the true reason behind seemingly crazy beliefs
The value of religion
Trading status
Spreading humility
Why we could be wrong about our closest beliefs
Books Mentioned:
The Unpersuadables: Adventures with the Enemies of Science; by Will Storr
The Lucifer Principle: A Scientific Expedition into the Forces of History; by Howard Bloom
The Genius of the Beast: A Radical Re-Vision of Capitalism; by Howard Bloom
The WEIRDest People in the World: How the West Became Psychologically Peculiar and Particularly Prosperous; by Joseph Henrich
The Science of Storytelling; by Will Storr
Slaughterhouse-Five; by Kurt Vonnegut
Selfie: How We Became so Self-Obsessed and What It's Doing to Us; by Will Storr
The Status Game: On Social Position and How We Use It; by Will Storr
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Vitaliy Katsenelson—Soul In The Game (EP.121)
1 september 2022 · 1 uur 35 min
Vitaliy Katsenelson is the CEO of a value investment firm IMA, author of two books on investing, and a recently published non-investing book named "Soul In The Game". Known for his uncommon common sense, Forbes magazine called him "The New Benjamin Graham." Lees meer
Vitaliy loves to read, listen to classical music, play chess, and write about life, investing, and music.
Important Links:
Blog: https://contrarianedge.com/
YouTube: https://www.youtube.com/vitaliyk
Twitter: https://twitter.com/vitaliyk
IMA: https://imausa.com/
Favorite classical music website: https://myfavoriteclassical.com/
"The Gateway Drug to Classical Music" Spotify playlist: https://open.spotify.com/playlist/1tfsohjLty6IK2b2B8AGE0
Show Notes:
Coming to America from Soviet Russia
How movies shape perception
Two frameworks to understand the mind
Programming yourself with the words you use
The Thinker and the Prover
Abracadabra—I create as I speak
Four modes of communication
Not letting an idea become your identity
Writing about both sides of the argument
Reality is nuanced
Depersonalize your arguments
A mathematical formula to determine outcomes
Table cloth model of investing
Event, Judgement, Reaction framework
Reframing your worries away
Is the USA still the best place to be for talented people?
Elon Musk's distinctiveness
Favorite classical composers
Opera as a plunger for the writer's block
Introducing kids to classical music
The best financial advice Vitaliy ever got
Can money buy happiness?
Experiencing self vs. remembering self
Traveling is an antidote for monotony
Going outside your myopic circles
"The Gateway Drug to Classical Music" playlist
And MUCH more!
Books Mentioned:
Soul In The Game; by Vitaliy Katsenelson
Think Again; by Adam Grant
Influence; by Dr Robert B. Cialdini
The Wealthy Barber; by David Chilton
Gödel, Escher, Bach; by Douglas Hofstadter
How to Win Friends & Influence People; by Dale Carnegie
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Dennis McKenna—Rebooting Yourself with Psychedelics (EP.120)
25 augustus 2022 · 1 uur 4 min
Dennis McKenna is the founder of the McKenna Academy and has conducted research in ethnopharmacology for over 40 years. He is a founding board member of the Heffter Research Institute, and was a key investigator on the Hoasca Project, the first biomedical investigation of ayahuasca. Lees meer
Important Links:
McKenna Academy: https://mckenna.academy/
ESPD 55 (Ethnopharmacologic Search for Psychoactive Drugs): https://espd55.com/
Twitter: https://twitter.com/DennisMcKenna4
ICEERS (International Center for Ethno-botanical Education, Research, and Service): https://www.iceers.org/
Show Notes:
ESPD 55 conference
Goals of the McKenna Academy
How psychedelics affect our relationship with nature
Bridging the gap between ancestral and moderns scientific knowledge
Psychedelics on the safety scale
Nixon's war against drugs
Fear of persecution in the medical community
LSD being really responsible for the birth of modern neuroscience
DMT reopening the door to clinical research
Using psilocybin for end of life applications
Psychedelics are not just "band-aids"
Dissipation of knowledge among indigenous tribes
Reality hallucination
Therapeutic utility of psychedelics
Future of psychedelic research
Making psychedelics more accessible
Protecting endangered plants
Forming alliances with indigenous communities
Books Mentioned:
The Immortality Key; by Brian Muraresku
How to Change Your Mind; by Michael Pollan
Psychology and Alchemy; by Carl Jung
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David Perell—Write to Find Yourself (EP.119)
18 augustus 2022 · 1 uur 22 min
David Perell is prolific writer and online educator, who runs a writing school called "Write of Passage". David also hosts the "The North Star Podcast" featuring interviews with writers, athletes, and entrepreneurs. Lees meer
Important Links:
Website: https://perell.com/
Writing School: https://writeofpassage.school/
Friday Finds Links: https://perell.com/friday-finds-links/
Twitter: https://twitter.com/david_perell
Show Notes:
Origins of "Write of Passage"
Writing leads to thinking
David's ever expanding portfolio
Live the life that you teach
Applying lessons from Disneyland to a writing course
Four Seasons of writing education
Ana's success with David's course
Writing as a career transition
Average course cohort age
Building a personal monopoly
Advice for an aspiring creator
Dive into the work of the people you admire
Managing fear of creating in public
The network age
Building a product for high-schoolers
Finding your tribe on the internet
Going against the trend with long-form essays
Checklists and prescriptions
The cover band strategy for investing
Building an internet native education system
Schools stifling creativity
The Never-Ending Now
Books Mentioned:
Zero to One; by Peter Thiel
One Summer: America, 1927; by Bill Bryson
The Status Game; by Will Storr
Invest Like the Best; by Jim O'Shaughnessy
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Shreyas Doshi—Making of a Great Leader (EP.118)
11 augustus 2022 · 1 uur 23 min
Shreyas Doshi is a startup advisor who has formerly worked in the product teams of tech firms like Stripe, Twitter, Google, Yahoo. He regularly writes about product, strategy, org psychology, leadership, and life! Lees meer
Important Links:
Twitter: https://twitter.com/shreyas
LinkedIn: https://www.linkedin.com/in/shreyasdoshi
Show Notes:
Shreyas's childhood
Operating with the owner mindset
The LNO framework
Getting good at leveraging time
The antithesis principle
Having a great manager
Individual vs. group decision making
"Apple Pie" positions
Beware of certainty theater
Social media: A global intelligence network
Minimizing your opportunity costs
The issue with following the rubric
Lessons from school at the workplace
Learning to unlearn
Tao Te Ching on leadership
Being an invisible leader
Tight vs. weak grip
And MUCH more!
Books Mentioned:
The Science of Storytelling; by Will Storr
The Status Game; by Will Storr
Tao Te Ching; by Lao Tzu
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Alex Danco—Where the Circle Begins, or Ends (EP.117)
4 augustus 2022 · 1 uur 3 min
Our recurring guest (who rarely recurs these days), Alex Danco, comes back for his sixth appearance on Infinite Loops! Lees meer
Important Links:
Twitter: https://twitter.com/Alex_Danco
Website: https://alexdanco.com/
Newsletter: https://danco.substack.com/
Show Notes:
Our planned, but unplanned conversations
Pink Floyd were philosophers
From Heraclitus, to Lao Tzu, to Gita, to Deutsch
Where does decision making come from?
Projection 101
Can you versus can't you read people's mind
Jim throwing big fancy words like "Phylogenetic inertia"
Corn: The apex predator
Self-serving nature of memetic theory
The Mirror Philosophy
What is a "creator"?
Communication theory by Gregory Bateson
The Founding Murderer
Consequences of eating the fruit from the tree of knowledge
"The most entertaining outcome is the most likely."
Hot media vs. Cool media
The Wire, and dumb Stringer
The state of accreditation
Balancing mystery with transparency
Knowing pop culture as a status symbol
And MUCH more!
Books Mentioned:
The Science of Storytelling; by Will Storr
The Status Game; by Will Storr
Happy; by Derren Brown
The Selfish Gene; by Richard Dawkins
Steps to an Ecology of Mind; by Gregory Bateson
War and Peace; by Leo Tolstoy
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Johnathan Bi — Girard, Desire, and Modernity (EP.116)
28 juli 2022 · 1 uur 12 min
Johnathan Bi started out getting trained in Mathematics, and then eventually went on to study Philosophy and Computer Science at Columbia. He hosts a lecture series on René Girard's Mimetic Theory and is also a founding member of Lonsdale Investment Technology. Lees meer
Important Links:
Twitter: https://twitter.com/JohnathanBi
Lecture series: https://www.youtube.com/watch?v=5Qu6vBebwwg
Website: https://johnathanbi.com/
Lonsdale Investment Technology: https://www.longterm.com/
Show Notes:
Becoming pessimistic with age
Humiliation always comes back to bite you
How Jonathan got introduced to Buddhism and Girard
Why Jonathan left academia
The driving human emotion
Has modernity ignored the "spirit"?
Girard's apocalyptic predictions
Wild, wild west of capitalism
The mystery with the discovery of the skull
What does eugenics say about science?
Science becoming dictatorial
Buddhism figuring out the inner telescope
Physical vs. metaphysical desires
Mimesis in asset valuation
Price to magic ratio
Nietzsche's will of power
Is delusion bad?
Can internet lead to greater violence?
"The Buddhist Solution"
Girard—A rescuer of spirit
And MUCH more!
Books Mentioned:
The Status Game; by Will Storr
The Struggle for Recognition; by Axel Honneth
Sapiens; by Yuval Noah Harari
The Science of Storytelling; by Will Storr
The Origin of Species; Charles Darwin
Untimely Meditations; by Friedrich Nietzsche
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Dan McMurtrie — On Markets and Policy (EP.115)
21 juli 2022 · 1 uur 28 min
Dan McMurtrie is the Portfolio Manager at Tyro Partners, an asset management firm for institutions and HNWIs; and the General Partner at Anchorless Bangladesh, an early stage venture fund focused on Bangladeshi startups. Lees meer
Links:
Dan's Twitter: https://twitter.com/SuperMugatu
Tyro Partners: https://www.tyropartners.com/
Anchorless Bangladesh: https://www.anchorless.vc/
Coolworks: Jobs in Great Places: https://www.coolworks.com/
Show Notes:
Are we in the schadenfreude part of the market cycle?
Going back to the fundamentals
Solving the agency problem
Taking concentrated beta risk
Having clarity around your goals
The behavioral risk in investing
Do not get married to your investment thesis
It's always you vs. you
Investing is about understanding other people's mistakes
Societal costs of stablecoins being unstable
Compatibility of social media and representative democracy
Issues with the current US Govt. administration
Number one existential risk for US currently
Risks of information overload
Improving education about commerce
Dopamine manipulators
Leadership vs. Stakeholder management
America vs China for policy changes
US legal immigration system
And MUCH more!
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George Mack — Marketing, Mental Models, and Technology (EP.114)
14 juli 2022 · 1 uur 28 min
Description:
George Mack is a creator who writes about the intersection of mental models, marketing, and technological tools and tactics. His marketing agency "Multiply" has helped grow some of the fasted growing businesses in the world backed by VCs like Stripe, YC, Sequoia, and LVMH. Lees meerGeorge's Twitter: https://twitter.com/george__mack
George's newsletter: https://emailoctopus.com/lists/6d23df04-dff2-11ea-a3d0-06b4694bee2a/forms/subscribe
Multiply Marketing: https://www.multiply.marketing/
Show Notes:
Specific knowledge and technology
Rise of TikTok
Bringing people closer to tech
Regulation slowing down tech innovation
High agency filters
A self-made teenage billionaire?
New forms of education
Word of mouth 2.0
The best marketer doesn't look like a marketer
Elon's 21 second pause
Optimizing for luck
The smart friend razor
Superpower in being weird
How to build a porn site
Assess others to assess yourself
The issue with personality tests
Advice to the young
Books Mentioned:
Zero to One; by Peter Thiel
Tao Te Ching; by Lao Tzu
The Bhagavad Gita
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Ian Cassel — All Great Things Start Small (EP.113)
7 juli 2022 · 1 uur 11 min
Ian Cassel is the founder of MicroCapClub, a community where hundreds of investors have discussions on US and Canadian microcap companies. They also help you become better investors with educational content covering investing strategies, intelligent fanatic CEOs, great investors, and more. Lees meer
Ian is also Founder and CIO at Intelligent Fanatics Capital Management, whose goal is to own the smallest, most illiquid, least institutionally owned, misunderstood businesses that are run by intelligent fanatics.
Ian's Twitter: https://twitter.com/iancassel
MicroCapClub: https://microcapclub.com/
Intelligent Fanatics Capital Management: https://if.capital/
Show Notes:
Microcaps are boons for quants
How Ian fell in love with microcaps
Managing other people's money
Advantages and risks of microcap investing
Profitability, scarcity, and great stories
The top-down and bottom-up investment framework
Not being limited by minimum market caps
Being a hands-on investor
Turnovers in microcap portfolios
PE taking over microcap firms
Increasing the flywheel of serendipity
Preparing to be effortless
Not getting into arguments with people with made up minds
Being honest about your investment approach
The "mute" button hack
Identifying bad management
Importance of base rates
Educating about microcaps
Optimism beats pessimism
Do macroeconomic factors really matter?
What is chasing you?
Books Mentioned:
The Psychology of Money, by Morgan Housel
The Tao Jones Averages, by Bennett Goodspeed
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Paul Millerd — The Pathless Path (EP.112)
30 juni 2022 · 1 uur 18 min
After working at McKinsey and getting an MBA from MIT, Paul Millerd was succeeding well on a path that "made sense". However, things started changing when he had a health crisis, which ended up with him embarking on a pathless path. Since 2017, he's been tinkering with multiple side-hustles, writing newsletters, creating podcasts, traveling, and helping others join the pathless path. Lees meer
Paul's Twitter: https://twitter.com/p_millerd
Paul's newsletter: https://boundless.substack.com/
'The Pathless Path' book: https://think-boundless.com/the-pathless-path/
Show Notes:
Having fun paying bills
Jumping off your fitness landscape
The first few years of being self-employed
Connecting with the subconscious self
Internet as an off-ramp
How to stir up curiosity
Lessons from DJing
The social construct of retirement
Internet economy requires showing up daily
Design for liking your life
Tinkering
Embracing laziness
Luxury of doing what you want
The shift from cynicism to optimism
Societal progress over the last decades
What's next for Paul?
Books Mentioned:
The Pathless Path; by Paul Millerd
The Body Keeps The Score; by Bessel van der Kolk
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David Chilton — The Wealthy Barber (EP.111)
23 juni 2022 · 1 uur 17 min
Dave Chilton is a Canadian author, investor, and a venture capitalist who has appeared on television in the Canadian version of Dragons' Den. In 1989, he released his book "The Wealthy Barber" which went on to sell an astonishing two million copies in Canada. Lees meer
You can follow Dave on Twitter at https://twitter.com/wealthy_barber and buy his book at https://www.amazon.com/THE-WEALTHY-BARBER/dp/B000SAI072
Show Notes:
How Dave met Jim
Signs of curiosity
"The Wealthy Barber" TV show
Twitter as a global intelligence network
Capital Camp and Rethinking Private Equity
Getting good at taking criticism
Dave's approach to writing "The Wealthy Barber"
The decline in business travel
Starting new businesses at 60
Helping out authors with book publishing
"The Chilton Method" web-series
Power laws in podcasting
Inviting Jim's kids to Infinite Loops
How to react if your passport gets pickpocketed
Living in the moment
Building a healthy relationship with your kids
The natural love for trivia
Collecting art
Anecdotal info in the world of big data
Still using a Blackberry
Books Mentioned:
The Wealthy Barber; by Dave Chilton
What Works on Wall Street; by Jim O'Shaughnessy
Invest Like the Best; by Jim O'Shaughnessy
Psychology of Money; by Morgan Housel
The Immortality Key; by Brian Muraresku
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Meb Faber — Two Quants Walk into a Bar (EP.110)
16 juni 2022 · 1 uur 14 min
Meb Faber is co-founder and the Chief Investment Officer of Cambria Investment Management, author of multiple books, and host of "The Meb Faber Show" podcast. You can follow Meb on Twitter at https://twitter.com/MebFaber and know more about him and his work at https://mebfaber.com/ Lees meer
Show Notes:
Replicating the Yale endowment
Why investors won't follow advice
Importance of writing down your investment plan
The challenges of buy and hold
Learning from your losses
Out of favor strategies
A dividend strategy without dividends
The branding issue with buybacks
Harsh book reviews
Investing in international markets
Are we in an expensive downtrend?
Stated vs. Actual preference
Not betting on merely sentiment
Robinhood with an educational spin
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Trung Phan — On Smart Threads and Dumb Memes (EP.109)
9 juni 2022 · 1 uur 21 min
Trung T. Phan is a creator in the tech, business, and media space. His Twitter threads are full of knowledge and humor, and he also co-hosts the "Not Investment Advice" podcast. Follow Trung on Twitter at https://twitter.com/TrungTPhan and subscribe to his newsletter at https://trungtphan.com/subscribe/ Lees meer
Show Notes:
Trung's Vietnamese origins
Humor in your talent stack
Asymmetric returns of creating content online
The power of memes
Getting a CFA
Going back to writing movie scripts
Succeeding in the creator economy
How to acquire people's attention
Creating content on LinkedIn and Facebook
The importance of traveling
Donald Trump's popularity in SE Asia
History is not black or white
Steve Jobs with the Picasso
How a Microsoft guy catalyzed the iPad
Musk's space meeting with Bezos
Not letting complacency set in
Putting historical dates into perspective
Structuring speech to persuade
Jim not dissing Plato
Making Ted Lasso likable in 157 seconds
And MORE!
Books Mentioned:
The Status Game; by Will Storr
The Beginning of Infinity; by David Deutsch
Virus of the Mind; by Richard Brodie
The Republic; Plato
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Jimmy Soni — Make Things, and Be Playful (EP.108)
2 juni 2022 · 1 uur 19 min
Jimmy Soni is an author whose work focuses on people who create and build interesting things—whether theories, carousels, or companies. His books include "The Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley", "A Mind at Play: How Claude Shannon Invented the Information Age", and more! Lees meer
You can follow Jimmy on Twitter at https://twitter.com/jimmyasoni and go through his work on https://jimmysoni.com/
Show Notes:
The joy of curiosity
How memes spread
The Great Reshuffle
How internet changed the publishing industry
Parallels between early days of PayPal and Bitcoin
Money as an information system
Appreciating the micro-level decisions
Three new things about Elon
The Elon Effect
How the PayPal founders brought the best out of people
The unknown names who were critical to PayPal
Claude Shannon's financial decisions
Wealth is a byproduct of the devotion to the craft
Books Mentioned:
The Founders; by Jimmy Soni
A Mind at Play; by Jimmy Soni
Virus of the Mind; by Richard Brodie
The Sovereign Individual; by James Dale Davidson and Lord William Rees-Mogg
What Works on Wall Street; Jim O'Shaughnessy
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Peter Saddington — Love of Learning (EP.107)
26 mei 2022 · 1 uur 11 min
Peter Saddington is a man of many talents. He's a software developer, founder, author, VC, and writes "The Agile VC" newsletter which covers Inside Startups, Venture Capital, and Life!
You can connect with Peter on Twitter at https://twitter.com/agilepeter and subscribe to his newsletter at https://theagilevc.substack.com/ Lees meerShow Notes:
Being exceptionally useful
Holding nothing close to the vest
Mastering the inner self
Peter's childhood
Financial future of our world
Antifragility of Bitcoin
Mining cryptocurrencies
Infinite Loop's NFT journey
The future of NFTs
How Peter got censored on YouTube
The rise of Substack
Jim's business ideas for the new world
The unfair advantage of a physical connection
Fixing your house before fixing the world
Most important skills to have for a young person
Manifestation is about taking action
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Ben Hunt — Preserving the Physical Metaverse (EP.106)
19 mei 2022 · 1 uur 3 min
Ben Hunt is the creator and primary author of Epsilon Theory, and co-founder and CIO at Second Foundation Partners.
Epsilon Theory is a newsletter that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics.
You can follow Ben on Twitter at https://twitter.com/EpsilonTheory and read Epsilon Theory here: https://www.epsilontheory.com/ Lees meerShow Notes:
Neurolinguistic hard reset
Ben's days at Harvard
Why Klaus Schwab is a raccoon
Human beings are social animals
How language impacts and limits us
The cost of the Metaverse
How the nudging state is rewiring us
Does narrative follow price, or is it the inverse?
Traders respond to stories everyday
How technology can fight the nudging state.
NOAH: An ark of stories on the blockchain
Books Mentioned:
The WEIRDest People in the World; by Joseph Henrich
How the Irish Saved Civilization; by Thomas Cahill
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Brian Feroldi — Spreading Financial Wellness (EP.105)
16 mei 2022 · 1 uur 9 min
Brian Feroldi is the author of the book "Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing In School, But Weren't". His mission statement is "To Spread Financial Wellness", and he does exactly that in this episode of Infinite Loops! Lees meer
You can connect with Brian on Twitter at https://twitter.com/BrianFeroldi and get his book from Amazon at https://www.amazon.com/Why-Does-Stock-Market-Everything/dp/1735066168/
Show Notes:
Brian's first exposure to the stock market
The power of mission statements
Personal finances over investments
Paying off your mortgage early
Finding high-quality companies
(Business) Momentum investing
Brian's Investment Checklist
Importance of narratives in investments strategies
99% of great investing is doing nothing
On being wrong, and learning from mistakes
DCA'ing into index funds
Capitalism is brutal
Knowing Tom Engle
Books Mentioned:
Why Does The Stock Market Go Up?; by Brian Feroldi
The Tao Jones Averages; Bennett W. Goodspeed
How To Retire Rich; by Jim O'Shaughnessy
The Intelligent Investor; by Benjamin Graham
The Psychology of Money; Morgan Housel
Just Keep Buying; Nick Maggiulli
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Tracy Alloway — Understanding Financial Crises (EP.104)
12 mei 2022 · 48 min
Tracy Alloway is the co-host of the Odd Lots podcast and a managing editor at Bloomberg Markets. You can follow Tracy on Twitter at https://twitter.com/tracyalloway and listen to her podcast here: https://open.spotify.com/show/1te7oSFyRVekxMBJUSethH Lees meer
Show Notes:
Financial crisis hindsight
Being obsessed with risk and systemic stability
Historical parallels to the crisis of '08
Macro vs. micro bullshitting
Why people refuse to say "I don't know"
Victorian chicken bubble
Tales of forensic accounting
NFTs being used to launder money?
NFTs' path to success
Insights from collapse of previous civilizations
Understanding the Human OS
Fair Wages for Robots
Praise for Citi's Matt King and Credit Suisse's Zoltan Pozsar
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Nick Maggiulli — Just Keep Buying (EP.103)
5 mei 2022 · 1 uur 8 min
Nick Maggiulli is a financial educator, author of the blog "Of Dollars and Data", and the newly released book "Just Keep Buying: Proven Ways To Save Money And Build Your Wealth." Lees meer
In this episode, we talk with Nick about the robust empirical research that has gone behind the insights and ideas presented in his new book!
You can follow Nick on Twitter at https://twitter.com/dollarsanddata and buy his book at https://ofdollarsanddata.com/justkeepbuying/
Show Notes:
Coming up with title of the book
The save-invest continuum
Is buying a house a good investment?
Debt: Good or bad?
On being shaped by our experiences
One path the wealth creation?
2020 vs 2021 as an investment year
Handling emotions during a bear market
Importance of diversification
The ideal asset allocation
The Great Reshuffle
The argument against stock picking
Negative yield bonds
Lump sum vs. DCA
Index investors or momentum investors
Life as a growth, and value stock
Books Mentioned:
Just Keep Buying; by Nick Magguilli
Security Analysis; Benjamin Graham
The Intelligent Investor; Benjamin Graham
Influence; by Robert Cialdini
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William Green — Lessons for Life and Investing (EP.102)
28 april 2022 · 1 uur 30 min
William Green is a journalist and author of the book "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." — a book that draws on hundreds of hours of interviews with many of the world's super-investors to demonstrate that key insights for building wealth apply to life as well. Lees meer
You can follow William on Twitter https://twitter.com/williamgreen72 and get his book at https://www.amazon.com/Richer-Wiser-Happier-Greatest-Investors/dp/1501164856
Show Notes:
From Journalism to Investing
Obsessiveness required to play and win a game
Behavioral biases
Role of patience in investing
Stoicism, and dealing with uncertainty
Reading authors like Henry James
Saying YES to serendipity
Being present in the moment
Delaying gratification
"When I fall, I shall rise"
Getting out of your own way
Staying away from the games that don't suit you
How body posture can affect you psychologically
Giving pleasure to your creator
Not knowing the truth
Books Mentioned:
Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and in Life; by William Green
Happy: Why More Or Less Everything is Absolutely Fine; by Derren Brown
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10-K Diver — Finance For Everyone (EP.101)
21 april 2022 · 1 uur 11 min
As Chamath Palihapitiya put it back in April 2021, 10-K Diver is "one of the best fintwit accounts on Twitter." 10-K Diver loves breaking down complex financial topics and helping people understand them via engaging Twitter threads. Lees meer
You can follow 10-K Diver on Twitter at https://twitter.com/10kdiver and read all his threads at https://10kdiver.com/twitter-threads/
Show Notes:
Curating aggressively
Is there a long term plan?
Reasoning from the first principles
Volatility tax
Do markets have a memory?
Financial Independence, Retire Early (FIRE)
Mental models for investing
Premeditating
Jim's GIF game
Is it a Lindy or a turkey?
The 'Money Concepts' show
Benefits and pitfalls of leverage
What's next for the 10-K diver?
Books Mentioned:
Reminiscences of a Stock Operator; by Edwin Lefèvre
Happy; by Derren Brown
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Morgan Housel — The Best Story Wins (EP.100)
14 april 2022 · 1 uur 26 min
Morgan Housel comes back for his second episode and Infinite Loops' 100th episode! Morgan is a financial writer and author of the bestselling book "Psychology of Money" — having sold more than a million copies worldwide! Lees meer
You can follow Morgan on Twitter at https://twitter.com/morganhousel, and read his blog at https://www.collaborativefund.com/blog/
Show Notes:
Morgan's role at Collaborative Fund
Marketing that isn't "forced"
Good product is good marketing
When perception becomes reality
Feedback to Morgan's book
The power of stories
Understanding finance vs. Experiencing it
Writing is thinking
Not a great age for middlemen
Promises of crypto
Should volatility be considered as risk?
Morgan's next book
Disconnect between the ideal and the practical
Change in Morgan's life after his book's success
Happiness is not about money
Raising children into great adults
Interviews should be conversations, not interrogations
On luck and humility
Books Mentioned:
Psychology of Money; by Morgan Housel
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Dr. David Rhoiney — "Designed to Fit Out" (EP.99)
7 april 2022 · 1 uur 21 min
Dr. David Rhoiney is a Robotic Surgeon, but his talent stack also includes being a cryptologist, financial educator, writer, public speaker, web developer, former Division One Basketball player and sprinter, and more! Phew... Lees meer
However, he did not come from a background of privilege. He started out homeless, and the only bread winner of his struggling family from a very young age. So how did he change his life? One word: Perseverance.
Dr. David is now on the path of helping others change their own lives, and shares one of most inspiring stories we have heard till date. We are grateful to be able to share his life's journey with you. Hope you enjoy this episode as much as we did.
You can contact Dr. David on Twitter at https://twitter.com/FiSurgi and subscribe to his newsletter at https://surgifi.substack.com/
Show notes:
David's childhood
Managing to stay away from Foster care
Going through a GI bleed
An academic turnaround
Becoming a submariner
Four years of cryptology
Getting into medical school
Introduction to financial literacy
Origins of SurgiFi
On always being kind and helpful
David's Talent Stack
Advice to the young
Motivating people to learn
Never going back to poverty
Being an autodidact
Poverty is NOT chosen
Ideas to improve financial literacy in the world
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Douglas A. Boneparth — Building the Web 2.0 to 3.0 Bridge (EP.98)
31 maart 2022 · 1 uur 18 min
Douglas A. Boneparth is the President at Bone Fide Wealth, Founder at CryptoDrip, and co-author of the book 'Millennial Money Fix'. Lees meer
Follow Douglas on his Twitter at https://twitter.com/dougboneparth, CryptoDrip at https://twitter.com/cryptodripxyz and know more about Bone Fide Wealth here: https://bonefidewealth.com/
Show Notes:
Writing a book with your spouse
"Killing your darlings"
Humor as a marketing strategy
Generating leads with Twitter and SEO
Scaling a financial planning business
Demystifying financial jargon
Dealing with the 2020 crisis
Doug's introduction to Bitcoin
The Web 2.0/Web 3.0 bridge
Crypto Drip: A coffee-based NFT collection
Trusting the trust-less system
Gamestop-AMC saga
Responsibilities of a fiduciary
Earning the Right to Invest
How NOT to suck on Twitter
Books Mentioned:
The Millennial Money Fix; by Douglas A. Boneparth and Heather Boneparth
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Steve Begleiter — Private Equity, Poker, and Military History (EP.97)
24 maart 2022 · 57 min
Steven Begleiter is a Managing Director of Flexpoint Ford. Prior to joining Flexpoint Ford in 2008, Steve was a Senior Managing Director at Bear Stearns & Co. He is also a professional Poker player who claimed the 6th place in World Series of Poker 2009, winning $1.59M Lees meer
Show Notes:
Culture at Bear Stearns
The liquidity crisis that ended Bear Stearns
Evolution of Financial Services
Importance of having a 'thesis' for your investments
The Rise of Private Equity
Where is PE headed to?
Investing lessons from a Poker career
Role of luck in life and Poker
Psychology at the poker table
How micro-expressions can give your game away
Historical perspective to the Russia-Ukraine crisis
Importance of reading military history