Infinite Loops
Infinite Loops
Oct 15, 2020
Annie Duke – How to Decide (EP.22)
1 hr 21 min

In this episode of Infinite Loops we spoke with Annie Duke, former professional poker player, decision-making expert, and best-selling author. Her latest book is How to Decide: Simple Tools for Making Better Choices, which was released this week. In this conversation, we cover:

  • COVID-19 and decision-making
  • Resulting and the 2016 election
  • What drove Annie to write her new book
  • Writing as a powerful tool for testing your knowledge
  • And MUCH more.

Follow Annie on Twitter at https://twitter.com/AnnieDuke , and find her new book here https://www.amazon.com/gp/product/0593418484?tag=randohouseinc13176-20.

The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
Science of Hitting: Alex on Buffett-style value, and #neversell with Tobias on The Acquirers Podcast
Alex is the man behind the Science of Hitting twitter account: https://twitter.com/TSOH_Investing His investment strategy: "Patience followed by pretty aggressive conduct."   Twitter: https://twitter.com/TSOH_Investing Website: https://www.gurufocus.com/news.php?author=The+Science+of+Hitting&u=110170 ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Firm: https://acquirersfunds.com/ Website: https://acquirersmultiple.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public comp
52 min
Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Working With Tiger Cubs & Spotting Frauds w/ Stephen Clapham, (Episode 52)
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR. Stephen Clapham has one of the most decorated resumes of any guest I've interviewed. He's traveled Europe as an equity analyst. Worked his way up to partnership status at multiple multi-billion dollar hedge funds. And now he runs a website dedicated to training investment analysts in the art of reading financial statements.  Clapham's learned A LOT over his tenure as an investment analyst and coach and he joined the Hive to share his knowledge with us. Along with the podcast, Clapham just finished writing a new book: The Smart Money Method -- which listeners can get for $1.99 on Kindle by the end of this Sunday.  Our conversation spanned myriad topics including:  * Working for a Tiger Cub * Investing in IPOs * How To Plan Your Day As An Investor * How To Spot Frauds and more! I thoroughly enjoyed this conversation and look forward to chatting with Stephen again soon. Check out the time-stamp below:  * [0:00] Who is Stephen Clapham? * [12:00] Working for Hedge Funds? * [20:00] IPOs * [27:00] Writing a Book * [33:00] Planning in the Stock Market * [37:30] What is an Easy Idea? * [41:30] Horrible Investments * [47:06] Shady Accounting * [58:00] From the Hedge Fund World to Training Analysts * t[1:07:50] More from Stephen Clapham & Closing Questions If you liked listening and want to learn more about Stephen Clapham, check out these links:  * Behind The Balance Sheet * The Smart Money Method * Stephen Clapham Twitter
1 hr 12 min
Panic with Friends - Howard Lindzon
Panic with Friends - Howard Lindzon
Stocktwits
Lewis Johnson of Capital Wealth Advisors and Fundamental Global Investors On the Business of Investing (EP.120)
I had the pleasure of catching up with my good friend Lewis Johnson on this episode of Panic. Lewis has a strong background, with titles like UPenn Wharton MBA grad, money manager, stock picker, researcher and entrepreneur. Lewis’ company, Fundamental Global, is an alternative asset management firm which advises on over $2 billion of assets through its affiliates and deals in research, portfolio diversification and investment experience. If you’re looking for advice about asset management – or just someone to go fishing with – he’s your guy. In this episode, Lewis and I had a wide-ranging conversation, discussing managing alternative assets, the value of research and data, his work at Fundamental Global and Capital Wealth Advisors, the markets, the industrialization of China, gold, the Next Big Thing, supply and demand, cycles, crypto, decentralization, SPACs, education, silver linings in COVID-19 and more. It was clearly a smörgåsbord of a discussion. Enjoy!  Guest - Lewis Johnson, Co-Founder & President at Fundamental Global Investors and Co-CIO at Capital Wealth Advisors  howardlindzon.com, capitalwealthadvisors.com  blog.capitalwealthadvisors.com/trends-tail-risks  Twitter: @howardlindzon, @TrendsTailRisks, @knutjensen  linkedin.com/in/lewismjohnson  #fintech #invest #investment #venturecapital #stockmarket #finance
48 min
All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg
Jason Calacanis
E13: SPACsgiving Special! More promising vaccine news, innovation vs. regulation, reforming higher ed, morality of challenge trials & more
Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Referenced in the show: NYT Article - Politics, Science and the Remarkable Race for a Coronavirus Vaccine https://www.nytimes.com/2020/11/21/us/politics/coronavirus-vaccine.html Show Notes: 0:00 Besties congratulate Friedberg & Chamath for taking Metromile public, Chamath explains a PIPE, Sacks & Jason express their discontent for being left out of the first bestie SPAC 10:59 More positive vaccine news, NYT article on Operation Warp Speed: did the Trump administration nail it? 21:50 How will the COVID experience impact the response to the next pandemic? Morality of challenge trials, hypocrisy of regulatory capture around gambling, drug use, pharma, etc. 35:25 Why innovation has occurred so rapidly on the Internet: Permissionless innovation & lack of regulators, regulation vs. innovation 47:07 Thoughts on ISAs & how they could disrupt overpriced higher education, Dave Chappelle's contract with Comedy Central 59:58 Trump accepts defeat (sort of), Biden's cabinet selections so far 1:06:29 What the besties are thankful for 1:14:50 Peace in the Middle East being achieved by declining reliance on oil, based on resume alone - would Trump have won if not for his antics? 1:21:01 Code 13!
1 hr 22 min
North Star Podcast
North Star Podcast
David Perell
Nik Sharma: Building DTC Companies
My guest today is Nik Sharma, the founder of Sharma Brands and an advisor to companies like Judy and Cha Cha Matcha. Nik is one of my very best friends and my go-to person for all things commerce. Since we first met, we've spent hours exploring the future of marketing and commerce together and recorded this podcast to give you a window into what our conversations are like. We started with Nik's philosophy of launching Direct-to-Consumer brands. I particularly liked Nik's idea of "The Brag Bar" on landing pages, where you can use social proof to sell your products. We also spoke about managing relationships with influencers and finding the supply and demand equilibrium at launch. Towards the end, Nik and I talked about our process for turning conversations into articles, and the time he cold emailed Mark Cuban. Please enjoy my conversation with Nik Sharma. ____________________________ Show Notes 2:21 - Why Nik has the "world's craziest fridge" and how it helps keep him in the know on DTC brands. 6:29 - What marketing strategies Nik has found most successful for DTC brands. 13:31 - How brands can differentiate themselves in a world of emerging brands in already burgeoning markets. 19:25 - Nik's approach to launching a successful DTC brand and when to concentrate your advertising versus diversify. 30:19 - The role of A/B testing in building a brand. 35:43 - How influencers play into the big picture of marketing and why the "shaky video" effect is so successful. 42:12 - The selection and audition process of influencers in Nik's campaigns and how he chooses those he sees as the best for his brands. 45:52 - The costs and benefits of starting your brand through heavy promotion via influencers. 49:56 - How the process of rebranding Hint Water's bottle was performed and the qualitative process that got them to the bottle you see today. 57:27 - The metrics and methods Nik uses in his development of marketing strategies with his brands. 1:05:19 - What Nik looks for in a great landing page, and why all landing pages should be easy to read for everybody from a 12-year-old to a drunk person. 1:10:07 - What UGC is and why Nik thinks it is so underrated by marketing teams. 1:13:31 - The different marketing funnels and when you should use each one. 1:17:09 - Why Nik creates landing pages for fake products and makes them live on the internet. 1:22:56 - The importance of having great merch for your brand. 1:26:22 - What about internet culture makes collaborations so successful and popular. 1:34:05 - How somebody can convert a large personal following into sponsorships and meaningful collaborations. 1:35:46 - How new brands should position themselves when huge players like Amazon are in the same space. 1:44:01 - What happened when Nik cold emailed Mark Cuban and how he got an almost instant response. 1:50:46 - How David and Nik collaborate to develop, write, and publish the articles they make. 1:56:14 - Why Nik doesn't sweat the details of his personal brand that much.
2 hr 1 min
Invest Like the Best
Invest Like the Best
Patrick O'Shaughnessy
Emmett Shear - The New Language of the Internet – [Founder’s Field Guide, EP.9]
My guest today is Emmett Shear, founder and CEO of Twitch. Twitch is the world's leading live streaming platform for gamers, which was acquired by Amazon in 2014. We talk about how Twitch empowers streamers to monetize their audience, the necessity of picking a customer early in a business, and the lessons Emmett learned scaling Twitch from an online reality TV show to a global brand inside Amazon. We also discuss how Twitch has helped create a new language in the internet age with emotes, a topic I am fascinated by. I hope you enjoy this conversation with Emmett Shear. This episode is brought to you by Microsoft for Startups. Microsoft for Startups is a global program dedicated to helping “enterprise-ready” B2B startups successfully scale their companies. If you’re a founder running a B2B company targeting the enterprise, you should definitely check them out. This episode is also brought to you by Solo Stove. There's simply no better way to create good moments this holiday season than around a fire with a Solo Stove Bonfire. Complete with 30-day return policy and a lifetime warranty, the unit is made entirely of stainless steel, and at just 20 pounds, the Solo Stove Bonfire is easy to transport for a perfect evening in the backyard, at the campground, or on the beach. Get $5 off with code Patrick5 before December 31st 2020. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes (2:52) – (First question) – History of interactive entertainment (4:10) – Interactivity from the clubs in Vienna and what he learned from that (5:16) – Origins of Justin.TV and when gaming became the focus for Twitch (8:59) – What he enjoyed about video streaming games early on (10:21) – Interactive experience between creators and community (12:28) – Emotes on twitch and how they came to be (14:45) – Business of emotes and the affiliates (16:27) – How these features are proliferating out on the internet and changing it (17:21) – How far we are in the streamer-influencer phenomenon (20:00) – Building an effective platform for fans (23:07) – Evolution of the just chatting piece of Twitch (24:58) – Favorite parts of Twitch from followers: Chess (26:45) – Running a business within a larger business (28:09) – Most interesting trend in the market today (30:40) – Effective ways for recruiting the team (31:35) – Most curious about what is happening on the internet today (33:06) – Advice from the early days of Twitch (35:55) – Ira Glass video taste and making things (36:34) – Focus on strategic mission (38:06) – Identifying the customer (40:40) – Starting small (41:45) – Investors focus on potential market size (43:00) – Most common reasons talented people fail (43:47) – Kindest thing anyone has done for him Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag
51 min
Alpha Exchange
Alpha Exchange
Dean Curnutt
Troy Dixon, Founder and CIO, Hollis Park Partners
Cutting his teeth on the acclaimed mortgage trading desk at Salomon Brothers in the 90’s, Troy Dixon gained an early appreciation for the speed and degree to which market liquidity can turn. Now the CIO of Hollis Park Partners, a firm he founded in 2013, Troy shares the perspectives gathered in managing complex trading risk over more than two decades in markets. We talk about his time at Deutsche Bank, where he ran the RMBS trading unit, and the intense pressure to compete in the pre-crisis period for profitability in each aspect of the mortgage lifecycle. Contemplating the asset price wreckage in the aftermath of the housing crash, Troy recounts the challenges in balancing the competing interests of providing market making services for the firm’s client base while risk managing a volatile book of prop exposures. Next, we discuss Troy’s founding of Hollis Park and the path that he has sought to provide for other professionals of color in the financial industry. In thinking back on the heavy lift he undertook, Troy said, “I was naive about a lot of things, but the core thesis of it was to lay the framework for people of color to follow suit in an industry that had created a plethora of wealth for people that don’t look like me.” A firm engaged in finding value in MBS and a variety of structured products, Hollis Park capitalizes on securities that have different prepayment speeds. No conversation with a fixed income expert would be complete without an assessment of Central Banks. And on the Fed, Troy has much to say. Calling low interest rates an addictive drug, Troy sees no obvious path for the Fed to disengage from markets, expecting ongoing volatility linked to this codependency. Please enjoy this episode of the Alpha Exchange, my conversation with Troy Dixon.
46 min
Planet MicroCap Podcast | MicroCap Investing Strategies
Planet MicroCap Podcast | MicroCap Investing Strategies
SNN Network
Ep. 149 - Closing the Gap: Building Generational Wealth with Impact and Discipline with Keith Beverly, CFA, CFP®, MBA, Managing Partner & CIO of GRID 202 Partners
For this episode of the Planet MicroCap Podcast, I spoke with Keith Beverly, CFA, CFP®, MBA. He is the Managing Partner and CIO of GRID 202 Partners. Keith participated on a panel at our August 2020 virtual event, titled, “The Business Case for Changing the Landscape of Financial Services”, that explores how we can make financial services a more diverse and equitable ecosystem. I’m excited to share my chat with Keith because he is a pioneer in the financial community. After getting his start in finance working at The Motley Fool, he could’ve easily gone the stock picking route - starting a fund or asset manager. However, Keith followed his passion for closing the wealth gap in the United States, and his solution for this is using a holistic approach through sound financial planning. Listen in as Keith describes GRID 202’s approach to building generational wealth with impact and discipline. Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft For more information about Keith Beverly and GRID 202 Partners, please visit: https://grid202partners.com/ You can Follow Keith Beverly on Twitter @KeithBevCFA: https://twitter.com/KeithBevCFA
54 min
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