This week we have Tom Morgan, Director of Communication and Content at the KCP Group.

This episode we will focus on how to become a curiosity sherpa and what that really means, how we can close the gap between map and territory, how to lean into your impulse, how investors fall in love with their own thesis and why we should destroy our mental models. We also discuss Tom’s thoughts on the potential global face change, and we’ll finish the conversation on the flow of networks and systems: how to understand it all?

If you enjoyed this podcast, please follow Tom on Twitter @tom_morganKCP

Also, please read Tom's work here.

Check out the time-stamp below:

[0:00] Who is Tom Morgan?
[8:10] Destroying Mental Models
[14:00] How To Do Strategic Rehearsals
[26:00] Closing The Gap Between The Map & Territory
[40:00] Falling in Love With Your Own Thesis
[58:00] What is The Potential Global Phase Change?
[1:07:00] NFTs, DAOs, and Bubbles
[1:10:30] The Flow of Networks: The Second Derivatives
[1:15:00] The ESG Mandate
[1:24:00] The Future Successful Investor
[1:29:30] What is Tom Morgan working on?
[1:35:00] Closing Questions

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. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR

This episode is also brought to you by Quartr. Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se

If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

We're also excited to partner with MITIMCo, the investment office of MIT. 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 stock-pickers, and more.

Check them out at mitimco.org/global-investor today!

Finally, we're proud to announce our newest sponsor, Tegus! Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

Since joining, I spend nearly all my time reading Tegus calls on existin

Hour 3: Director Jesse

The Jesse Kelly Show

Antifa Response and Protest Optics

The AI-powered Podcast Player