Infinite Loops

By Jim O'Shaughnessy and Jamie Catherwood

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Description

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.

Episode Date
Matt Clifford — The Rise of Modernity (EP.77)
01:22:17

Matt is the Co-founder & CEO at Entrepreneur First, and Co-founder & NED at Code First Girls. We talk with Matt about:

  • Internet in an era of "dampened variance"
  • Increasing democratic participation
  • Bull and Bear case for creativity
  • What Matt looks for in people before investing
  • Role of geography in entrepreneurship
  • And MUCH more!

Follow Matt on his Twitter at https://twitter.com/matthewclifford and subscribe to his newsletter at http://tib.matthewclifford.com/

Dec 02, 2021
Ana Lorena Fabrega — Gamification of Learning (EP.76)
01:05:00

Ana is a former teacher, an edu-preneur, and the Chief Evangelist at Synthesis School. We have a very intriguing discussion with Ana around:

  • Idea and implementation of Synthesis School
  • Increasing engagement and ownership among students
  • Problems with the traditional education system
  • How schools crush creativity
  • Beginning of the end of the existing educational system
  • And MUCH more!

Follow Ana on Twitter at https://twitter.com/anafabrega11, subscribe to her newsletter at https://afabrega.com/newsletter, and try out the Synthesis experience at https://synthesis.is/oshag

Nov 25, 2021
Kyla Scanlon — When Financial Education Meets Entertainment (EP.75)
47:27

Kyla Scanlon is known for her humorous videos on social media platforms like TikTok and Twitter, covering topics like monetary policy, crypto, economics, etc. Our discussion with Kyla revolves around:

  • Building your CV online
  • Financial Education in 2021
  • Web 3.0 and Bitcoin
  • Supply-chain Crisis
  • Importance of the analog in the digital era
  • And MUCH more!

Follow Kyla's TikTok at https://www.tiktok.com/@kylascan, and subscribe to her newsletter around the nuances of human behavior at https://kyla.substack.com/

Nov 18, 2021
Tom Morgan — All you Need is Love? (EP.74)
01:23:23

Tom Morgan, Director of Communications & Content at The KCP Group, joins us for his second appearance at Infinite Loops to discuss:

  • The trillion-to-one ratio of attention
  • "Love" as a compass for growth
  • Religions and Traditions
  • Enlightenment vs. Adulthood
  • And MUCH more!

Follow Tom on his Twitter at https://twitter.com/tom_morganKCP and read his brilliant essays at https://thekcpgroup.com/insights

Nov 11, 2021
Rory Sutherland — Effective Communication: Jesters & Saints (EP.73)
01:16:39

Rory Sutherland, Vice Chairman of Ogilvy Group, joins us for an almost unprecedented third appearance on Infinite Loops. Our discussion with Rory centers on:

  • The marketing of Saint Paul and religious leaders.
  • Humor as a vehicle for effective messaging.
  • The advantages and drawbacks of remote work.
  • “Category” vs. “brand” advertising.
  • And MUCH more!

Follow Rory on Twitter at twitter.com/rorysutherland and get his must-read book 'Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life' from Amazon.com

Nov 04, 2021
LibertyRPF — The Great Reshuffle & Decline of Gatekeepers (EP.72)
01:02:46

LibertyRPF is an anonymous Twitter account researching and writing his fascinating insights on Substack. Our discussion with LibertyRPF revolves around:

  • The Decline of Gatekeepers
  • Why Liberty started his newsletter
  • Liberty’s investment process
  • The role of social media in society
  • And MUCH more!

Follow LibertyRPF on Twitter (https://twitter.com/libertyrpf) and read his work here: https://www.libertyrpf.com/

Oct 28, 2021
Max Arbitrage — Technological Advancements in Healthcare (EP.71)
01:23:12

Max Arbitrage (pseudonym) is a doctor who is great at deconstructing complex health related issues and ideas down to the layman's understanding. We discuss:

  •  mRNA vaccine technology
  • Medical Insurance in the USA
  • Increasing abstraction in the world
  • Importance of non-information and focus
  • And MUCH more!

Follow Max on his Twitter at https://twitter.com/max_arbitrage!

Oct 21, 2021
Alex Danco — On Social Hierarchies [BONUS EPISODE] (EP.70)
01:06:51

Our recurring guest, Alex Danco, returns to Infinite Loops for his fourth appearance to discuss:

  • Books on social hierarchies
  • Expensive in time vs. money
  • Schooling in Canada vs. the USA
  • The Great Reshuffle
  • Long term impact of COVID
  • And MUCH more!

Follow Alex on Twitter at https://twitter.com/Alex_Danco and read his amazing essays at https://alexdanco.com/

Oct 18, 2021
Robert Plomin — How DNA Makes Us Who We Are (EP.69)
01:22:30

Robert Plomin is a psychologist and geneticist best known for his work in twin studies and behavior genetics. He is also the author of several books on genetics, including "Blueprint: How DNA Makes Us Who We Are". Our discussion with Robert revolves around:

  •  Evolution of Behavioral Genetics
  • Role of IQ in relationships
  • How valuable are expensive schools?
  • Genetics of criminal behavior
  • The flaw with most parenting books
  • And MUCH more!

Read more about Robert Plomin here: https://en.wikipedia.org/wiki/Robert_Plomin and buy his book "Blueprint" here: https://www.amazon.com/Blueprint-How-Makes-afterword-Press/dp/0262537982/

Oct 14, 2021
Tim Urban — Live on Twitter Spaces [BONUS EPISODE]
01:19:44

This episode is a recording of a special live conversation we had with Tim Urban of Wait But Why on Twitter Spaces! After a discussion with Jim, we had a QnA session with the audience as well. Our discussion revolves around:

  • The Wait But Why book
  • The Great Filter
  • Left vs. Right ideologies
  • Twitter as an intelligence network
  • Live Q&A session

Follow Tim on Twitter at https://twitter.com/waitbutwhy and read his popular blog here: https://waitbutwhy.com/

Oct 11, 2021
Kevin Zatloukal — Machine Learning And Its Applications (EP.68)
51:44

Kevin is a Computer Scientist, part-time lecturer at Paul G. Allen School of Computer Science & Engineering, and research partner at OSAM. Our discussion with Kevin revolves around:

  • What is Machine Learning (ML)?
  • Biases in ML algorithms
  • Application of ML in medicine, markets, and sports
  • Parallels in Fantasy Sports and Investing
  • And MUCH more!

Follow Kevin on his Twitter at https://twitter.com/kczat and read OSAM's research articles at: https://osam.com/Commentary

Oct 07, 2021
Perth Tolle — Investing in Freedom (EP.67)
47:43

Perth Tolle is the Founder at Life + Liberty Indexes. Their indexes focus on human rights, economic freedoms, emerging markets, etc. In this episode, we talk about:

  • Wall Street titans on China
  • Freedom-weighted index funds
  • Different countries on the freedom scale
  • Freedom stocks — Overvalued or undervalued?
  • Problems with US's mainstream media
  • and MUCH more!

Follow Perth on her Twitter at https://twitter.com/Perth_Tolle and know more about Life + Liberty Indexes here: https://www.lifeandlibertyindexes.com/

Sep 30, 2021
Tobias Carlisle — Philosophy of the Markets (EP.66)
01:09:01

Tobias is founder and managing director of Acquirers Funds LLC, where he also serves as portfolio manager of the firm's deep value strategy. He is also author of the books "The Acquirer's Multiple " and "Deep Value". Our discussion with Tobi revolves around:

  • Stock market fall of early 2021
  • Valuing digital businesses
  • Quantitative and Value Investing
  • Learning from ancient philosophers
  • Separating the message from the messenger
  • And MUCH more!

Follow Tobias on his Twitter at: https://twitter.com/Greenbackd and know more about Acquirers Funds here: https://acquirersfunds.com/

Sep 23, 2021
Adam Robinson & Bill Brewster — Disproving Your Thesis (EP.65)
01:10:52
In this episode of Infinite Loops, we have not one but two phenomenal guests: Adam Robinson and Bill Brewster! Adam is the co-founder of "The Princeton Review," an author, a rated chess master, and advisor to hedge funds. Bill is the host of "The Business Brew" podcast, a long-form podcast focusing on how investors can improve their decision making. We talk about:
  • Choosing your words carefully
  • How reliable are memories?
  • Chess: Intuitive or Rational?
  • Managing the Shannon Limit
  • Walking with the data
  • and much more!
Learn more about Adam on his website: https://iamadamrobinson.com/ and listen to Bill's podcast here: https://www.podpage.com/the-business-brew/
Sep 16, 2021
Rob Henderson — Evolution of Social Hierarchies (EP.64)
01:15:01

In this edition of Infinite Loops, we spoke with Rob Henderson. Rob is a veteran and a PhD candidate in Psychology, at the University of Cambridge. We talk about:

  • Growing up in foster care and overcoming a "tough" childhood
  • Role of a military stint in early adulthood
  • Luxury beliefs
  • Role of media in shaping identities
  • America's export of cultural ideas
  • and MUCH more!

Follow Rob on Twitter at https://twitter.com/robkhenderson and read his essays about the many aspects of human behavior here: https://www.robkhenderson.com/

Sep 09, 2021
Packy McCormick — The Great Online Game (EP.63)
01:05:06

In this episode of Infinite Loops, we speak with Packy McCormick, author of the Not Boring newsletter. We discuss many aspects of the Great Reshuffle like:

  • UBI with crypto
  • Designing new money
  • How to increase crypto adoption
  • Will NFTs go mainstream?
  • Future of work and workspaces
  • And MUCH more!

Follow Packy on Twitter at https://twitter.com/packyM and subscribe to his newsletter at https://www.notboring.co/

Sep 02, 2021
Chris Williamson — Embracing Your Weirdness (EP.62)
01:16:48

Chris Williamson is the host of the Modern Wisdom podcast, a YouTuber, TEDx Speaker, and an ex-professional Party Boy! We have a wide ranging discussion with Chris in this episode of Infinite Loops, including topics like:

  • The need to explore different ideas
  • Impact of The Great Reshuffle
  • Genetic Behaviorism
  • Cultural difference in US vs UK
  • Getting good at 'Networking'
  • And a LOT more!

Follow Chris on his Twitter here: https://twitter.com/ChrisWillx and listen to his podcast on his YouTube channel: https://www.youtube.com/channel/UCIaH-gZIVC432YRjNVvnyCA

Aug 26, 2021
Tom Morgan — Curation in the Age of Information Abundance (EP.61)
01:25:13

In this episode of Infinite Loops we have Tom Morgan with us. Tom is the Director of Content and Communications at the The Knall/Cohen/Pence Group and a stellar knowledge curator. We speak about:

  • Following your interests
  • Operating in complex adaptive systems
  • Winner-take-all effects in the creator economy
  • Rethinking 'Education'
  • Flaws in binary thinking
  • And a LOT more!

Follow Tom on his Twitter here: https://twitter.com/tomowenmorgan and read his articles at: https://thekcpgroup.com/resources

Aug 19, 2021
Massimo Marinelli — Premier League Economics & Sports Investing (EP.60)
44:29

Marinelli is an Executive Board Member at Aser Ventures, the majority owner of Premier League team Leeds United Football Club. Massimo is also on the Leeds United Board of Directors. In this episode, we speak about:

·        The economics of soccer and the Premier League
·        Aser’s decision to invest in Leeds United
·        Differences in EPL & NFL finances
·        COVID's impact on sporting events
·        Merchandising and Social Media in sports
·        The role of content in sport finances
·        And a LOT more!

Know more about Massimo here: https://aser.com/aser/massimo-marinelli-to-join-leeds-united-board-of-directors/

Aug 12, 2021
Linda Lebrun — The Substack Economy (EP.59)
51:42
In this episode of Infinite Loops we speak with Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack. We talk about:
  • Writing and earning on Substack
  • Going from 'Platform owning people', to 'People owning platforms'
  • The end state of publishing
  • Tips for new writers
  • Getting good at cold outreach
  • And a LOT more! 

Follow Linda on Twitter at: https://twitter.com/SubstackLinda and kick start your own Substack here: https://substack.com/investing-and-business
Aug 05, 2021
Johnny Nelson — Past, Present, and Future of Social Media (EP.58)
01:14:50
In this episode of Infinite Loops we speak with Johnny Nelson, @generativist, on the state of Social Media and the Internet. We discuss about:
  • Managing your attention
  • Algorithms: Good or bad?
  • Censorship on social media
  • What will make people adopt a new social platform?
  • Is history an accurate predictor of the future?
  • And a LOT more! 

Follow Johnny on Twitter at: https://twitter.com/generativist and read his essays here: https://generativist.falsifiable.com/
Jul 29, 2021
Brian Muraresku — Unravelling History's Best Kept Secret (EP.57)
01:01:38
In this episode of Infinite Loops we speak with Brian Muraresku, New York Times Best Selling author of "The Immortality Key: the Secret History of the Religion with No Name". We discuss:
  • Role of women in early Christianity
  • Mysticism of the ancient wine
  • The political war on drugs
  • The rise of Archeochemistry
  • Classical education in the 21st century
  • And a LOT more!

Know more about Brian and his work from his website: https://www.brianmuraresku.com/ and follow him on Twitter at https://twitter.com/BrianMuraresku
Jul 22, 2021
Dan Rasmussen — Crises Investing (EP.56)
01:15:52
In this episode of Infinite Loops we speak with Dan Rasmussen, founder and CIO of Verdad Advisers. We discuss:
  • Bubbles vs. Crises
  • Investing in Emerging Markets
  • Identifying when "value investing" works, and when it doesn't
  • Theory vs. Practice
  • And a LOT more!

Follow Dan on Twitter at https://twitter.com/verdadcap and learn more about Verdad Advisers here: https://verdadcap.com/
Jul 15, 2021
Denise Shull — Making Intuition Work For You (EP.55)
01:11:23

In this episode of Infinite Loops we speak with Denise Shull, a Performance and Strategy advisor and Founder at The Rethink Group. We talk about:

  • Role of emotions in trading and investing
  • Could Daniel Kahneman be wrong?
  • Imprinting and Emotional Granularity
  • Standing up for yourself (Denise vs. Billions)
  • And a LOT more!


Follow Denise on Twitter at https://twitter.com/DeniseKShull and learn more about The Rethink Group here: https://therethinkgroup.net/

Jul 08, 2021
Rory Sutherland — Behavioral Science, Marketing, and Persuasion (EP.54)
01:21:18

Rory Sutherland, Vice Chairman of Ogilvy Group, comes back for his second appearance at Infinite Loops! We discussed various marketing strategies and behavioral tics, including:

  • In-group vs. Out-group
  • Fractal nature of behavioral science
  • Pricing heuristics
  • "Woke" persuasion
  • Barbra Streisand effect, Canada, And a LOT more!

Follow Rory on Twitter at twitter.com/rorysutherland and get his must-read book 'Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life' from Amazon.com

Jul 01, 2021
Alex Danco — Everyone's Job is World Building (EP.53)
01:06:51
As our recurring guest, Alex Danco of Shopify returns to Infinite Loops for the third time! We talk about:
  • Age of Scarcity vs. Abundance
  • Everyone's job is World Building
  • Early days of the Internet
  • 'The Office' — and it's parallels with the real world
  • Hierarchies in corporate and cultural America
  • and a LOT more! 

Follow Alex on Twitter at https://twitter.com/Alex_Danco and read his amazing essays at https://alexdanco.com/
Jun 24, 2021
Litquidity — Up Close with the Meme King of Wall Street (EP.52)
47:16
In this episode of Infinite Loops we unravel the mystery around the Meme King of Wall Street — Litquidity Capital! We talk about:
  • Meme-ing: As a finance insider and outsider
  • Wall Street's culture
  • Current state of financial education
  • Growing the "Liquidity" brand
  • Elon Musk's meme game
  • And a LOT more!

Follow Litquidity on Twitter at https://twitter.com/litcapital and sign up for their newsletter at: https://execsum.co/
Jun 17, 2021
Jack Butcher — Productizing Value (EP.51)
01:01:19
In this episode of Infinite Loops we spoke with Jack Butcher, creator of Visualize Value — "The operating system for value creators". We talk about:
  • Journey from employment, to consulting, to entrepreneurship. 
  • Productizing yourself
  • Building a brand
  • Overcoming fear and imposter syndrome
  • Process vs. Goals
  • And a LOT more!

Follow Jack on Twitter at https://twitter.com/jackbutcher and get Visualize Value products from https://shop.visualizevalue.com/
Jun 10, 2021
Luke Burgis — What Drives Human Desire? (EP.50)
01:22:43
In this episode of Infinite Loops we spoke with Luke Burgis, author of the book 'Wanting: The Power of Mimetic Desire in Everyday Life'. We talk about:
  • Needs vs. Desire
  • The current state of social media
  • 'Celebristan' and 'Freshmanistan'
  • How to identify fake "experts"
  • Scapegoating and Mimetic Violence 
  • And a LOT more!

Follow Luke on Twitter at https://twitter.com/lukeburgis and get his newly-released book 'Wanting' from: https://lukeburgis.com/wanting/
Jun 03, 2021
Michael S. Falk — A Passionate Advocate For Economic Growth (EP.49)
01:04:18

For this episode of Infinite Loops, Michael S. Falk, CFA and partner at the Focus Consulting Group joins us. We talk about:

  • Different careers in Finance
  • Succession Planning
  • Michael's books on sustainable economic growth
  • ALS
  • Luck, Resilience, Gratitude, and a LOT more!

Follow Michael on Twitter at https://twitter.com/MSFalk and get his books from Amazon at: https://www.amazon.com/Get-Work-Future-Michael-Falk/dp/1704375827

May 27, 2021
Tren Griffin — Flipping The Script (EP.48)
01:13:21

In this unique episode of Infinite Loops, Tren Griffin returns to the podcast, but this time as the co-host. Tren asks Jim a series of thought-provoking questions that cover topics like (Jim got a few questions to Tren as well):

  • The importance of asking "why"
  • Treating failures as lessons
  • How writing helps in detecting blind-spots in your thinking
  • Courage, and to go all-in! 
  • Munger, Buffett, Gates, Jobs, and A LOT more! 


Follow Tren on Twitter (https://twitter.com/trengriffin) and read his blog at: https://25iq.com/

May 20, 2021
Paul Craven — Behavioral Science & Decision Making (EP.47)
01:11:12

In this episode of Infinite Loops we spoke with Paul Craven, an expert in behavioral biases and decision making. In this conversation we discuss:

  • What behavioral science is
  • Building trust and relationships
  • Temporal discounting and reframing
  • Managing emotions in investing
  • Surviving is winning
  • And A LOT more! 


Follow Paul on Twitter (https://twitter.com/CravenPartners) and his website https://www.paulcraven.com/

May 13, 2021
Jeremiah Lowin — Embracing Uncertainty (EP.46)
01:19:32

In this episode of Infinite Loops, we speak with Jeremiah Lowin, CEO at Prefect. In this conversation we cover:

  • Overcoming inertia
  • When information challenges your beliefs
  • Choosing the right words for expression
  • Narratives and decision-making
  • Building a culture that appreciates uncertainty 
  • And A LOT more

Follow Jeremiah on Twitter (https://twitter.com/jlowin), and learn more about Prefect at https://www.prefect.io/ 

May 06, 2021
Jesse Livermore – What Now? (EP.45)
01:19:06

In this episode of Infinite Loops we spoke with OSAM Research Partner Jesse Livermore (pseudonym). In this conversation we chat:

  • MMT and valuations
  • Bitcoin: Bull & Bear Cases
  • Transactional valuation
  • Intrinsic valuation
  • Managing future crises
  • And MUCH more 

 

Follow Jesse on Twitter (https://twitter.com/Jesse_Livermore), and check out his writing here (http://www.philosophicaleconomics.com/).

Apr 29, 2021
Daniel Jeffries – Questioning Everything (EP.44)
01:13:18

In this episode of Infinite Loops we spoke with Daniel Jeffries, futurist and author. Daniel’s newest book is Mastering Depression and Living the Life You Were Meant to Live. In this conversation we chat:

  • The multiverse
  • Why Dan wrote his newest book
  • Mimetic desires and human behavior
  • Questioning everything
  • And MUCH more 

 

Follow Daniel on Twitter (https://twitter.com/Dan_Jeffries1), check out his writing (https://medium.com/@dan.jeffriescheck), and find his new book here.

 

Apr 22, 2021
Howard Lindzon – The Larry David of Finance (EP.43)
01:04:38

In this episode of Infinite Loops we spoke with Howard Lindzon, Founder & General Partner at Social Leverage, and Founder of StockTwits. In this conversation we chat:

  • Why Howard is Larry David
  • The reasons he launched a SPAC
  • How SPACs differ from Venture Capital
  • His thoughts on FinTech & Crypto
  • And MUCH more 

 

Follow Howard on Twitter (https://twitter.com/howardlindzon), and check out his website (https://howardlindzon.com/)

Apr 15, 2021
Joe Weisenthal - Rapid Fire (EP.42)
01:04:18
In this episode of Infinite Loops, we spoke with Joe Weisenthal, Executive Editor of Digital News at Bloomberg. In this fun and thought-provoking conversation we chat:
 
• NFTs
• Bitcoin Believers and its viability 
• MMT
• Robinhood
• And MANY more sensitive subjects 
 
Follow Joe on Twitter (Twitter.com/thestalwart). 
Apr 08, 2021
Bill Brewster – Asking Tough Questions (EP.41)
01:03:50

In this episode of Infinite Loops we spoke with Bill Brewster, investor and host of The Business Brew podcast. In this conversation we covered:

  • How Bill’s investment career took shape.
  • The tragic story of Bill’s relative.
  • Important questions on Robinhood.
  • Investor education.
  • Gambling vs. Investing.
  • And MUCH more.

Follow Bill on Twitter (https://twitter.com/BillBrewsterSCG) and check out Bill’s podcast (https://www.podpage.com/the-business-brew/)

Apr 01, 2021
Josh Wolfe - Inventing The Future (EP.40)
51:02

In this episode of Infinite Loops we spoke with Josh Wolfe, co-founder and managing partner at Lux Capital. In this conversation we covered:

  • The acceleration of technological change.
  • Inflation, the dollar, and crypto.
  • Macro and geopolitical risk.
  • Lux’s portfolio companies
  • And MUCH more

Follow Josh on Twitter (https://twitter.com/wolfejosh) and check out Lux Capital (https://luxcapital.com/)

Mar 25, 2021
Alex Danco - Makes A Scene (EP.39)
01:12:34

In this episode of Infinite Loops we spoke with Alex Danco of Shopify. In this wide-ranging discussion we cover:

  • How to create a scene
  • Great scenes and movements from history
  • The Canadian startup market
  • The Pepsi/Coke blind taste test
  • And MUCH more

Follow Alex (https://twitter.com/Alex_Danco) on Twitter, and read his blog here http://alexdanco.com/ .

Mar 18, 2021
Anna Gat – Learning Through Discussion (EP.38)
59:59

In this episode of Infinite Loops we spoke with Anna Gat, Founder and CEO of Interintellect. In this conversation we covered:

  • Power of conversation
  • The Salons that Anna runs
  • The importance of framing
  • Communication differences in genders
  • Fostering human connection
  • And MUCH more

Follow Anna on Twitter (https://twitter.com/TheAnnaGat) and check out Interintellect (www.Interintellect.com)

Mar 11, 2021
Max Arbitrage – Healthcare, Investing & Biology (EP.37)
01:03:52

In this episode of Infinite Loops we spoke with the man behind anonymous Twitter account Max Arbitrage. Max is an investor, entrepreneur, and top mind in the health care industry. In this conversation we covered:

  • Game theory and modern markets
  • Deterministic vs. probabilistic thinking
  • Max’s entrepreneurial ventures
  • Fixing what sucks in an industry
  • The perils of status games
  • And MUCH more

 

Follow Max on Twitter (https://twitter.com/max_arbitrage).

Mar 04, 2021
Lily Francus – Options, Passive & Speculation (EP.36)
01:14:47

In this episode of Infinite Loops, we spoke with Lily Francus, an independent quantitative researcher and creator of the NOPE indicator. In this conversation we covered:

  • Lily’s dive into the world of options
  • Her popular whitepaper and subsequent NOPE indicator
  • The power of Twitter for networking and insights
  • Retail participation in the options markets
  • GameStop madness
  • And MUCH more

Follow Lily on Twitter (https://twitter.com/nope_its_lily) and check out her writing (https://nopeitslily.substack.com/).

Feb 25, 2021
Polina Marinova – The Profile (EP.35)
01:05:45

In this episode of Infinite Loops, we spoke with Polina Marinova, founder, and author of The Profilenewsletter, which covers the masters and experts within various industries. In this conversation we covered:

  • Polina’s decision to leave Fortune
  • The business aspect of content creation
  • Lessons learned from profiling the greats
  • How The Profile has evolved over time
  • Developing an alter ego
  • And MUCH more

Follow Polina on Twitter (https://twitter.com/polina_marinova) and check out her newsletter (https://readtheprofile.com/).

Feb 18, 2021
Naufal Sanaullah – Macro, Psychology & Charity (EP.34)
01:04:03

In this episode of Infinite Loops we spoke with Naufal Sanaullah, Chief Macro Strategist at EIA All Weather Alpha Partners. In this wide-ranging discussion we cover:

  • How Naufal navigated markets at the start of COVID-19.
  • Leveraging Twitter for mentorship
  • The Momentum Factor and Goldman’s Baskets
  • Positive and negative impacts of the internet
  • Naufal’s charitable work
  • And much more.
Feb 11, 2021
Tim Urban - Exploring Ourselves (EP.33)
01:19:16

In this episode we spoke with Tim Urban, founder and writer at Wait But Why? In this super episode Jim and Tim discuss:

• The story of us
• Managing and taming our biases
• Flat earthers and how we’re no different
• Overcoming our outdated mental hardware
• and MUCH more.

Follow Tim on Twitter (Twitter.com/waitbutwhy) and check out his site (waitbutwhy.com)

Feb 04, 2021
Jason Zweig – Psychology, History & Writing (EP.32)
01:03:31

In this episode of Infinite Loops we spoke with Jason Zweig of The Wall Street Journal, where he writes his famous The Intelligent Investor column. Jason is also the author of Your Money and Your Brain, and the editor of the revised edition of Benjamin Graham''s The Intelligent Investor. In this discussion we cover:

  • The power of writing to learn.
  • Why humans never learn from their mistakes.
  • Jason’s path into markets out of college.
  • The lessons we can learn from the past.
  • And much more

Follow Jason on Twitter (https://twitter.com/jasonzweigwsj) and check out his website (https://jasonzweig.com).

Jan 28, 2021
Mayor Francis Suarez – The Miami Elevator Pitch (EP.31)
44:42

In this episode of Infinite Loops we spoke with Francis Suarez, Mayor of Miami. In this wide-ranging discussion we cover:

  • The mass business migration to Miami
  • Leveraging Twitter as a public official
  • The elevator pitch for moving to Miami
  • Why the Mayor is so optimistic about Miami’s future
  • Jim and Jamie’s post-episode discussion
  • And much more

Follow Mayor Suarez (https://twitter.com/FrancisSuarez) on Twitter.

Jan 21, 2021
Dan Runcie – The Business of Hip-Hop & Music (EP.30)
01:05:05

In this episode of Infinite Loops we spoke with Dan Runcie, author of the popular newsletter Trapital, which focuses on hip-hop business trends. Our conversation covers:

  • Apple vs. Spotify
  • Music as an investment asset
  • Unique revenue streams for innovative artists
  • The economics of hip-hop
  • Opportunities for artists in Tiktok and other new apps
  • And MUCH more

Follow Dan (https://twitter.com/RuncieDan) on Twitter, and check out his newsletter https://trapital.co/.

Jan 14, 2021
Brian Roemmele – The Intelligence Amplifier (EP.29)
01:42:46

In this episode of Infinite Loops we spoke with Brian Roemmele, aka “The Voice Expert”. Our long and in-depth conversation covers:

  • The rise of Voice systems like Alexa
  • The future of voice, AI, and knowledge
  • Brian’s exciting invention
  • Intelligence Amplification 
  • And MUCH more

Follow Brian (https://twitter.com/BrianRoemmele) on Twitter, and check out his website  http://voicefirst.expert/.

Dec 31, 2020
Pete Weishaupt – The Golden Age for Creators (EP.28)
51:43

In this episode of Infinite Loops we spoke with Pete Weishaupt. Our conversation with Pete covers:

  • Starting an e-commerce business
  • Running cheap experiments
  • How to leverage Twitter
  • Behavioral economics
  • And much more

Follow Pete (https://twitter.com/peteweishaupt) on Twitter, and read his blog herehttps://maverickmedia.substack.com/.

Dec 24, 2020
Alex Danco – Shopify, SPACs & Status (EP.27)
01:14:20

In this episode of Infinite Loops we spoke with Alex Danco of Shopify. In this wide-ranging discussion we cover:

  • Alex’s first 6 months at Shopify
  • Social Capital & SPACs
  • How Twitter has changed status networks
  • The rise of e-commerce
  • Can Founders Lie?
  • And much more

Follow Alex (https://twitter.com/Alex_Danco) on Twitter, and read his blog here http://alexdanco.com/ .

Dec 17, 2020
Tren Griffin- Escaping Gravity (EP.26)
01:15:38

In this episode of Infinite Loops we spoke with Tren Griffin, Senior Director at Microsoft and author of the popular business and investing blog 25iq . In this wide-ranging discussion we cover:

  • Base rates and ‘escaping gravity’
  • Living a rewarding life.
  • Entrepreneurship and risk-taking
  • The importance of becoming an ‘Editor’
  • And much more

Follow Tren (https://twitter.com/trengriffin) on Twitter, and read his blog here 25iq.

Dec 03, 2020
Josh Brown & Brian Portnoy – “How I Invest My Money” (EP.25)
01:10:31

In this episode of Infinite Loops we spoke with Josh Brown & Brian Portnoy, authors of the newly released book How I Invest My Money. In this discussion, we cover:

  • How Brian and Josh invest personally.
  • Highlighted stories from some of the 25 contributing authors.
  • The concept of “Funded Contentment”
  • How money can be wielded as a weapon
  • Behavioral biases and money
  • Roasting Jamie… and much more

Follow Josh (https://twitter.com/ReformedBroker) and Brian (https://twitter.com/brianportnoy) on Twitter, and their new book here How I Invest My Money: Finance Experts Reveal How they Save, Spend, and Invest.

Nov 19, 2020
Michael Batnick – The Irrelevant Investor (EP.24)
58:07

In this episode of Infinite Loops we spoke with Michael Batnick, Director of Research at Ritholtz Wealth Management. In this conversation, we cover:

  • Michael’s journey to Ritholtz Wealth Management
  • His terrible experiences in the insurance industry
  • Breaking into finance
  • How the Ritholtz Wealth Management business has grown
  • And much more

 Follow Michael on Twitter at https://twitter.com/michaelbatnick , and find his blog here The Irrelevant Investor.

Nov 05, 2020
James Clear – Constructing Habits & Systems (EP.23)
01:02:05

In this episode of Infinite Loops we spoke with James Clear, author of the bestselling book Atomic Habits. In this fascinating discussion, we cover:

  • Maintaining habits amid COVID-19
  • The importance of time horizons
  • Writing as an antidote to confusion
  • The steps for forming atomic habits
  • And much more

 Follow James on Twitter at https://twitter.com/JamesClear , and find his book here Atomic Habits.

Oct 22, 2020
Annie Duke – How to Decide (EP.22)
01:21:02

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.

Oct 15, 2020
Adam Townsend (Pt. 2) – The Sale (EP.21)
01:06:15

In this episode of Infinite Loops we invited Adam Townsend back on to speak exclusively about Sales, and why it is so important. In this conversation, we cover:

  • Extreme salesmanship
  • What you cannot learn from Sales books
  • The sales we don’t even realize we’re making
  • The right and wrong approaches to selling
  • And MUCH more.

Follow Adam on Twitter at https://twitter.com/adamscrabble .

Oct 08, 2020
Brent Beshore – Boring Businesses, COVID-19, and Doing Better (EP.20)
01:15:35

In this episode of Infinite Loops we spoke with Brent Beshore, CEO and Founder of Permanent Equity. In this conversation, we cover:

  • What Brent has learned since making his first deal.
  • How COVID-19 has impacted the businesses in Brent’s portfolios
  • The importance of time horizons
  • The lasting changes from COVID-19
  • Finding the right partners and teams in business

You can follow Brent on Twitter (https://twitter.com/BrentBeshore) and learn more about Permanent Equity here (https://www.permanentequity.com/about-our-firm)

 

Sep 24, 2020
Ron Howard – The Past, Present and Future of Entertainment (EP.19)
54:35

In this episode of Infinite Loops we spoke with legendary actor, documentarian, Co-Founder of Imagine Entertainment, and academy award winning director Ron Howard. In this wide ranging discussion, we cover:

  • The pressure and thrill of directing a Beatles documentary
  • How the movie industry has evolved, and the impact of COVID-19
  • How documentaries differ from traditional movie making
  • The future of entertainment and how streaming changes things
  • And MUCH more

Enjoy!

Sep 10, 2020
Phil Pearlman: Westerners Discuss the Tao (“Don't Suck”) (EP.18)
55:33

In this episode of Infinite Loops we spoke with Phil Pearlman. We discuss:

  • What Phil has learned from studying the Tao
  • The narratives you tell yourself
  • The most important rule: Don’t suck
  • How marketing & finance has evolved over Phil’s career
  • And MUCH more…

Follow Phil on Twitter (https://twitter.com/ppearlman) to stay up to date on all of his exciting projects.

Sep 03, 2020
Tyrone Ross: Giving Back, Empowerment, and Gratitude (EP.17)
01:07:05

In this episode of Infinite Loops we spoke with Tyrone Ross. We discuss:

  • Tyrone’s inspiring journey
  • Empowering youth through financial literacy
  • The power of gratitude
  • Bitcoin and cryptocurrencies
  • And MUCH more…

Follow Tyrone on Twitter (twitter.com/tr401) to stay up to date on all of his exciting projects.

 

Aug 20, 2020
Rory Sutherland: Human Behavior, Innovation, and Alchemy (EP.16)
01:51:20

In this episode of Infinite Loops we spoke with Rory Sutherland, Author of Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life, and Vice-Chairman of Ogilvy Group UK. We discuss:

  • The relationship between marketing and innovation.
  • Human psychology and behavioral economics.
  • The importance of framing.
  • “Stated” preferences and “Revealed” preferences

Follow Rory on Twitter (https://twitter.com/rorysutherland) and check out his books here (https://www.amazon.com/Rory-Sutherland/e/B07L3WRSWM?ref_=dbs_p_ebk_r00_abau_000000)

Jul 23, 2020
Bronwyn Williams: Self Sovereignty, Futurism, and The State (EP.15)
01:05:34

In this episode of Infinite Loops we spoke with Bronwyn Williams. We discuss:

  • What being a ‘futurist’ means
  • Accelerating trends as a result of COVID-19
  • Geopolitics and the African continent
  • Technology and economic development
  • The future of governance

Follow Bronwyn on Twitter (https://twitter.com/bronwynwilliams) and check out her website here (https://whatthefuturenow.com/)

Jul 09, 2020
Anthony Pompliano: Building a Brand, Moats, and Bitcoin (EP.14)
01:16:34

In this episode of Infinite Loops we spoke with Anthony Pompliano. We discuss:

  • Building a personal brand and business
  • The Bitcoin landscape
  • Moats and innovation
  • The power of Twitter for networking
  • And much more…

Follow Pomp on Twitter (https://twitter.com/APompliano) and check out his website here (https://www.youtube.com/c/AnthonyPompliano)

Jul 02, 2020
Adam Townsend: Wall Street, Policy, and Wealth Generation (EP.13)
01:30:55

In this super episode of Infinite Loops, we spoke with Adam Townsend. We discuss:

  • Adam’s illustrious career on Wall Street
  • Wealth extraction
  • Extreme salesmanship
  • Adam’s COVID-19 blog
  • Chinese foreign and domestic policy
  • And MUCH more…

Follow Adam on Twitter (https://twitter.com/adamscrabble) and check out his website here (https://www.adamtownsend.me/).

Jun 25, 2020
Chris Sommers - Adventures at Sea (EP.12)
01:14:54

In this episode of Infinite Loops we spoke with Chris Sommers, CEO at Unhedged. We discuss:

  • Sailing the world for 4 years without knowing how to sail
  • Chris’ experience at Greenlight Capital
  • Shorting Lehman’s stock in 2008
  • And much more…

Follow Chris on Twitter (https://twitter.com/QuisitiveInvest) and learn more about Unhedged here (https://www.unhedged.com/).

Jun 18, 2020
Chris Sommers - Adventures at Sea (EP.12)

In this episode of Infinite Loops we spoke with Chris Sommers, CEO at Unhedged. We discuss:

  • Sailing the world for 4 years without knowing how to sail
  • Chris’ experience at Greenlight Capital
  • Shorting Lehman’s stock in 2008
  • And much more…

Follow Chris on Twitter (https://twitter.com/QuisitiveInvest) and learn more about Unhedged here (https://www.unhedged.com/).

Jun 18, 2020
Eric Jorgenson: The Almanack of Naval Ravikant (EP.11)
01:11:20

In this episode of Infinite Loops we spoke with Eric Jorgenson, Product Strategist at Zaarly, and author of the Almanack of Naval Ravikant. We discuss:

  • Who is Naval Ravikant?
  • The key lessons from Naval’s writing and career
  • What made Eric want to write this book?
  • Wealth, happiness, and leverage
  • And much more…

You can follow Eric on Twitter (https://twitter.com/EricJorgenson ) and learn more about his new book here (https://www.navalmanack.com/).

Jun 04, 2020
Ed Latimore: Lessons from Boxing, Sobriety, and Building Mental Fortitude (EP.10)
01:07:21

In this episode of Infinite Loops we spoke with Ed Latimore, a former professional heavyweight boxer (13-1-1) and full-time author that writes about getting sober, forgiveness, and self-improvement. We discuss:

  • The path to sobriety and lessons learned
  • Ed’s extraordinary boxing career
  • What Ed dubs the ‘manosphere’
  • The importance of transparency and grit
  • And much more…

You can follow Ed on Twitter (https://twitter.com/edlatimore ), and follow his writing at (https://edlatimore.com/).

May 28, 2020
Christie Hamilton: Institutional Investing, Due Diligence During COVID-19, and Advocacy (EP.09)
48:57

In this episode of Infinite Loops we spoke with Christie Hamilton, Head of Investments at the $2 billion Children’s Health Medical Center of Dallas. We discuss:

  • Misconceptions about institutional investing
  • The importance of transparency
  • Due diligence during COVID-19
  • The traits of a good mentor and mentee
  • And much more…

You can follow Christie on Twitter( https://twitter.com/ROIChristie ), and can donate to Children’s Health here (https://www.childrens.com/get-involved/donate)

May 21, 2020
Dan McMurtrie: Pandemic Investing, Venture Capital, and Frontier Markets (EP.08)
01:22:15

In this episode of Infinite Loops we spoke with Dan McMurtrie, Founder & CEO of Tyro Partners, and Partner at Anchorless Bangladesh. In this in-depth discussion, we cover:

  • Disastrous double dates
  • Navigating uncertain markets in a COVID-19 world
  • Succumbing to behavioral biases in volatile times
  • The investment opportunity in frontier markets
  • Companies that Anchorless is working within Bangladesh
  • The future of asset management

You can follow Dan on Twitter( https://twitter.com/SuperMugatu ), and learn more about Anchorless here (https://www.anchorless.vc/)

May 07, 2020
Chris Arnade: Seeking Respect in Backrow America (EP.07)
46:53
In this episode of Infinite Loops, we spoke with Chris Arnade, author of the bestselling book Dignity: Seeking Respect in Backrow America.
 
We discussed:
  • Why Chris left Wall Street to document ‘back row America’.
  • How Wall Street has changed over the years
  • Why Chris’s work triggers certain crowds of people
  • The importance of McDonald's to American communities
  • The lessons he’s learned from traveling around America’s lower-income communities.
  • And more…
 
If you’d like to order Chris’ book, you can find it here: https://www.amazon.com/Dignity-Seeking-Respect-Back-America/dp/0525534733
May 01, 2020
Morgan Housel – The Psychology of Money (EP.06)
47:03

In this episode of Infinite Loops we spoke with Morgan Housel, a Partner at the Collaborative Fund. Our conversation covered:

  • The content of Morgan’s upcoming book
  • Whether money is the ‘last taboo’
  • Money as a hierarchal system
  • What shapes the role of money in different societies
  • Investor psychology and self-inflicted problems

If you’d like to pre-order Morgan’s book, you can find more information here: https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681

Apr 23, 2020
Michael Green: Evolving Market Structures and COVID-19 (EP.05)
01:22:04

In this episode of Infinite Loops we spoke with Michael Green, Partner & Chief Strategist at Logica Capital Advisers. In a wide-ranging discussion that could have lasted the rest of the day, we covered:

  • The passive narrative, and its impact on market structure.
  • Vanguard and Blackrock’s lobbying efforts.
  • Target Date Funds and their increasing dominance.
  • COVID-19 and the government’s response.
  • The power of language.
  • Michael’s recent paper: Policy in a World of Pandemics, Social Media, and Passive Investing (linked below)

And much more. You can find Michael’s paper here: https://www.logicafunds.com/policy-in-a-world-of-pandemics

Apr 09, 2020
Liz Hall - An Outsider’s Perspective (EP.04)
49:13

Our guest this week is Liz Hall, an investor who burst onto Financial Twitter with a hundred tweet thread on her ‘hot takes’ in finance. In this episode, we discuss:

  • Her unique background and introduction to investing.
  • The power of narrative and emotion in investing.
  • The importance of dispassionate analysis.
  • Capital allocation.


 And much more. You can find Liz’s super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20

Mar 26, 2020
Madelaine D’Angelo - Quantifying the Art Market (EP.03)
53:05

Our guest this week is Madelaine D’Angelo, Co-founder and CEO of Arthena, the first quantitative investment firm for art assets. The firm uses hundreds of thousands of data points to identify the factors (artist, year of creation, gallery displays, etc.) that are predictive of future returns. In this wide-ranging conversation, Jim, Jamie, and Madelaine discuss:

  • Value & Momentum factors in the art market.
  • Arthena’s models.
  • The problems with repeat sales data.
  • Portfolio construction and exit strategy.
  • The nuances of investing in art assets.
  • Biggest misconceptions about art investing.

For more information, check out https://arthena.com/ .

Mar 12, 2020
Jim Chanos – Financial Frauds and Manias: Past, Present, Future (EP.02)
01:02:21

Our guest this week is renowned short-seller Jim Chanos, founder, and president of Kynikos Associates. Over the course of his long and successful career, Jim has publicly bet against companies like Enron, which Barron’s deemed the “market call of the decade, if not the past 50 years.” While many know him for these famous shorts, fewer know that Jim is also a passionate historian, and is a firm believer in the notion that history can act as a useful guide for investors today. In this wide-ranging conversation, we discuss:

  • How Jim started his career in finance
  • The Mississippi Bubble
  • How past financial frauds and manias can be useful for modern investors
  • Tesla
  • Lessons from the Great Financial Crisis
  • Jim’s financial history course at Yale and Wisconsin
  • Theranos

 And much, much more… we hope you enjoy.

Feb 27, 2020
Behind the Curtains: Ramp Capital and Super Mugatu (EP.01)
01:12:06

In this episode, we sit down with two of the most prominent anonymous accounts on Financial Twitter, Ramp Capital and Super Mugatu. Enjoy this wide ranging conversation, and peak behind the curtain of anonymous Twitter.

Nov 25, 2019