The Intelligence That You Need to Play the Macro Game at Humble Yet Highly Skilled Level

Hey guys! This week we have a special guest: Nikhil Shamapant. Most of you know him as "Squish" on Twitter. Nikhil is an internal medicine intern at the University of Colorado and somehow he has time to both study internal medicine and write 77 page reports on Ethereum and opine on investment and market philosophy. We discussed a lot of things: his investment journey and how his investment process has evolved, learning how to reason, Ethereum and the Crypto space, Web 3.0, investments philosophies, focusing on high convexity investment theses, and the some parallels that exist between internal medicine and investing 

• [0:00] Who is Nikhil Shamapant?
• [3:00] Idea generation: Finding 10x Ideas
• [14:00] What is sequence risk?  
• [22:00] Investing in Uranium 
• [30:00] Pattern Recognition: Learning How to Reason
• [47:00] Receiving Feedback
• [53:00] Edge: Know the Game You are Playing
• [1:00:00] Parallels between Medicine and Investing 
• [1:18:00] Nikhil's day to day routine: Invest in Convexity
• [1:37:00] Ethereum 101
• [1:46:00] How to value Ethereum? 
• [1:58:00] How would Crypto affect the Healthcare Industry?
• [2:05:00] More from NIkhil and closing questions.

If you like what you heard, please give Nikhil Shamapant a follow on Twitter here. Also, check out his Substack here. 

Also big thanks to the following sponsors for making the podcast a reality!

Quartr

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Tegus

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Mitimco

This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more.

TIKR