OwlTail

Cover image of Infinite Loops

Infinite Loops

Sometimes we get caught up in what feels like infinite loops when we try to figure things out. Markets go up and down, research is presented and then refuted, and we wind up right back where we started. The goal of this podcast is to learn how we can reset our thinking on issues that leaves us with a better understanding as to why we think the way we think and how we might be able to change that, to avoid going in infinite loops and thoughts. Hosts, Jim O’Shaughnessy and Jamie Catherwood, hope to offer you a fresh perspective on a variety of issues and look at them through a multi-faceted lens. Including history, philosophy, art, science, linguistics, and quantitative analysis. And help you become a better investor and also a more nuanced thinker.

Popular episodes

All episodes

Read more

Sometimes we get caught up in what feels like infinite loops when we try to figure things out. Markets go up and down, research is presented and then refuted, and we wind up right back where we started. The goal of this podcast is to learn how we can reset our thinking on issues that leaves us with a better understanding as to why we think the way we think and how we might be able to change that, to avoid going in infinite loops and thoughts. Hosts, Jim O’Shaughnessy and Jamie Catherwood, hope to offer you a fresh perspective on a variety of issues and look at them through a multi-faceted lens. Including history, philosophy, art, science, linguistics, and quantitative analysis. And help you become a better investor and also a more nuanced thinker.

Jeremiah Lowin — Make Original Mistakes (EP.130)

Podcast cover
Read more

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. Important Links:

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

Oct 27 2022

1hr 31mins

Play

Herbert Lui — Creative Doing (EP.129)

Podcast cover
Read more

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. 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:

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

Oct 20 2022

1hr 16mins

Play

Emad Mostaque — The Future of AI (EP.128)

Podcast cover
Read more

Emad Mostaque is the founder and CEO of Stability AI, the company behind Stable Diffusion. 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:

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

Oct 18 2022

1hr 14mins

Play

David Senra — Pick The Right Heroes (EP.127)

Podcast cover
Read more

“To get me stop, they’re going to have to pry the microphone out of my cold dead hand”. 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:

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 the Crisis Points That Challenge Every Company; by Andrew S. Grove
  • Time to Make the Donuts: The Founder of Dunkin Donuts Shares an American Journey; by William Rosenberg
  • Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration; by Ed Catmull
  • The Tao Te Ching; by Laozi
  • My Life & Work - An Autobiography of Henry Ford; by Henry Ford
  • One from Many: VISA and the Rise of Chaordic Organization; by Dee Hock
  • Zanies: The world’s greatest eccentrics; by Jay Robert Nash

Oct 13 2022

1hr 54mins

Play

Liz Wallenstein + Dr Michael Donnino — The Mind-Body Connection (EP.126)

Podcast cover
Read more

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. 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:

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

Oct 06 2022

1hr 18mins

Play

Kyla Scanlon — Cultivating Vibes (EP.125)

Podcast cover
Read more

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. Important Links:

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

Sep 29 2022

1hr 13mins

Play

Trung Phan + Rob Henderson — Talking Television (EP.124)

Podcast cover
Read more

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. Important Links:

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

Sep 22 2022

1hr 9mins

Play

Nick Gillespie — The Lou Reed of Libertarianism (EP.123)

Podcast cover
Read more

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". Important Links:

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

Sep 15 2022

1hr 29mins

Play

Will Storr—The Status Game (EP.122)

Podcast cover
Read more

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. Important Links:

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

Sep 08 2022

1hr 24mins

Play

Vitaliy Katsenelson—Soul In The Game (EP.121)

Podcast cover
Read more

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." Vitaliy loves to read, listen to classical music, play chess, and write about life, investing, and music. Important Links:

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

Sep 01 2022

1hr 35mins

Play

Dennis McKenna—Rebooting Yourself with Psychedelics (EP.120)

Podcast cover
Read more

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. Important Links:

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

Aug 25 2022

1hr 4mins

Play

David Perell—Write to Find Yourself (EP.119)

Podcast cover
Read more

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. Important Links:

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

Aug 18 2022

1hr 21mins

Play

Shreyas Doshi—Making of a Great Leader (EP.118)

Podcast cover
Read more

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! Important Links:

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

Aug 11 2022

1hr 23mins

Play

Alex Danco—Where the Circle Begins, or Ends (EP.117)

Podcast cover
Read more

Our recurring guest (who rarely recurs these days), Alex Danco, comes back for his sixth appearance on Infinite Loops! Important Links:

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

Aug 04 2022

1hr 3mins

Play

Johnathan Bi — Girard, Desire, and Modernity (EP.116)

Podcast cover
Read more

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. Important Links:

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

Jul 28 2022

1hr 11mins

Play

Dan McMurtrie — On Markets and Policy (EP.115)

Podcast cover
Read more

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. Links:

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!

Jul 21 2022

1hr 27mins

Play

George Mack — Marketing, Mental Models, and Technology (EP.114)

Podcast cover
Read more

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.

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

Jul 14 2022

1hr 27mins

Play

Ian Cassel — All Great Things Start Small (EP.113)

Podcast cover
Read more

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. 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.

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

Jul 07 2022

1hr 11mins

Play

Paul Millerd — The Pathless Path (EP.112)

Podcast cover
Read more

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.

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

Jun 30 2022

1hr 17mins

Play

David Chilton — The Wealthy Barber (EP.111)

Podcast cover
Read more

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. 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

Jun 23 2022

1hr 16mins

Play

iTunes Ratings

31 Ratings
Average Ratings
27
0
1
1
2

Virus Complacency

By NickLee001 - Apr 01 2020
Read more
Having enjoyed all the amazing, thought provoking content. Could you possibly cover the above subject? As human behaviour recently has been somewhat remarkable. Or maybe not! Please keep them coming! Regards, Nick

Finally!

By A19273 - Nov 30 2019
Read more
Jim is a genius, this Podcast will be enlightening and refreshing