We Study Billionaires - The Investor’s Podcast Network TIP 061 : Billionaire Charlie Munger with Tren Griffin (Business Podcast)
Nov 22, 2015
Billionaire investor Charlie Munger shares his top contributions to Warren Buffett's evolution. Munger's disregard for macroeconomics and focus on individual companies is examined. The podcast explores Munger's concepts of 'lollapalooza' and complex adaptive systems. Investment strategies, like having a circle of competence, are discussed along with the importance of doing one's own analysis.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Charlie Munger's Candidness and Teachings on Investing
02:10 • 7min
The Importance of Micro Analysis in a Macro Environment
08:41 • 4min
Charlie Munger's 'Too Hard Pile' and Macro Risk
12:41 • 5min
Lola Palusa: The Unpredictable Power of Complex Adaptive Systems
17:40 • 13min
Investment Strategies and Circle of Competence
30:37 • 4min
The Importance of Doing Your Own Analysis
34:55 • 16min