Jim o'shaughnessy: Sometimes we get caught up in what feel like infinite loops when trying to figure things out. The goal of this podcast is to learn how we can reset our thinking on issues that hopefully leaves us with a better understanding as to why we think the way we think, and how we might be able to change that. With each episode, we hope to bring you along with us as we learn together. Now, please enjoy this episode of infinite loops.
Steven Begleiter is a Managing Director of Flexpoint Ford. Prior to joining Flexpoint Ford in 2008, Steve was a Senior Managing Director at Bear Stearns & Co. He is also a professional Poker player who claimed the 6th place in World Series of Poker 2009, winning $1.59M Show Notes:
- Culture at Bear Stearns
- The liquidity crisis that ended Bear Stearns
- Evolution of Financial Services
- Importance of having a ‘thesis’ for your investments
- The Rise of Private Equity
- Where is PE headed to?
- Investing lessons from a Poker career
- Role of luck in life and Poker
- Psychology at the poker table
- How micro-expressions can give your game away
- Historical perspective to the Russia-Ukraine crisis
- Importance of reading military history