TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve
We Study Billionaires - The Investor’s Podcast Network
Intro
Kyle Grieve introduces the episode and previews lessons learned in 2025 about investing and psychology.
Kyle discusses the most important investing lessons he learned in 2025. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:01 - Why “strong convictions, weakly held” is one of the most powerful default frameworks 00:09:05 - Why customer loyalty is an underappreciated signal of long-term business quality 00:13:42 - Sleuthing a business 00:17:15 - Why reflecting on your own emotions is essential 00:23:35 - Why intelligent investing always involves incomplete information 00:31:17 - Intentional inactivity 00:37:09 - How understanding company culture helps identify true long-term compounders 00:42:25 - Why founders matter 00:53:56 - Focusing on fragility and downside risk 00:59:01 - Why incentive structures are one of the most critical drivers of business performance
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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