TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve
We Study Billionaires - The Investor’s Podcast Network
Scientific Insights in Investing
This chapter explores the intersection of scientific concepts and investment strategies, particularly the contrasts between value and speculative investing. It emphasizes the significance of understanding biases and adaptability in responding to market dynamics, highlighted through personal experiences and philosophical insights from renowned investors.
On today’s episode, Kyle Grieve discusses how mental models from physics, chemistry, and biology can give investors and business leaders sharper decision-making tools. He’ll explore how applying these frameworks helps to identify opportunities, avoid risks, and build lasting advantages.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro 02:06 - How relativity helps investors see opportunities from different perspectives. 07:33 - Why inertia reveals which businesses stay great or stuck over decades. 09:29 - How momentum creates powerful flywheels in business and investing. 23:22 - When leverage accelerates growth or dangerously magnifies risk. 29:13 - How catalysts can rapidly unlock an investing thesis. 35:50 - Why ecosystems multiply value from a single input change. 41:52 - How niche strategies create outsized business advantages. 52:50 - Why honest versus dishonest signals matter for investors. 01:00:19 - How misaligned incentives quietly increase investment risk.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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