ACQ2 by Acquired

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

Feb 4, 2022

01:13:20

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Highlights

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Episode notes

Is Your Business Resilient?

01:53

Is Technology Investing Deflationary?

04:01

Building a Resilient Business

01:55

Introduction

3min

How Did You Co-Found Nz S?

3min

You're a Math Undergrad, Did You Study Astrophysics?

4min

What's Going On?

3min

The Market's Trying to Find Some Level of Homeostasis

4min

How to Manage a Portfolio of Investments

5min

Semis Are Not Profitable, Not Generating Cash Flow

4min

Is There a Demand Decay?

4min

What's the Difference Between Resilience and Optionality?

4min

10.

Is Your Business Resilient?

2min

11.

Vidia - The Most Creative Leader in Sommy Conductor

1min

12.

Is the Global Economy Going From Analogue to Digital?

5min

13.

Adapting to Digitized Technology Early

2min

14.

Semi Conductors - The Future of Semis

4min

15.

Semi Conductors - The Next Smart Phone Generation?

5min

16.

Is Technology a Deflationary Pressure?

5min

17.

Is Technology Investing Deflationary?

4min

18.

The Muscel Memory of Selling Resilients

2min

19.

Is There a Tension in the Stock Market When Stocks Are Going Up?

4min

20.

Building a Resilient Business

2min

21.

Building a Business

3min

22.

Semitor Semi Conductor Twitter

3min

Back by popular “Acquired demand” (plus we really wanted to have this conversation for our own edification!!), friends of the pod NZS Capital return to talk about what’s going with the current market gyrations, and for a much-needed refresher on how to invest when — surprise — knowing the future is still an impossible task. As always we left this conversation with renewed appreciation for the NZS approach and the utility of their resiliency + optionality mental model. This is not one to miss!

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