Insightful Investor #2 Paul Podolsky: Markets, Geopolitics
Jan 9, 2024
Former Bridgewater strategist Paul Podolsky shares insights on thinking in frameworks, emerging technological changes, and the impact of investment religions. He discusses risk mitigation, geopolitical tensions in Ukraine and Taiwan, and the importance of intuition in investing and life lessons.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Framework Thinking in Investing and Life
03:08 • 15min
Analyzing the Impact of Rapid Technological Changes and Limited Data on Future Predictions
17:47 • 2min
Exploring Investment Religions
19:31 • 20min
Mitigating Catastrophic Risks and Portfolio Analysis
39:45 • 6min
Analyzing the Clash Between Democratic and Authoritarian Systems in Ukraine and Taiwan
45:23 • 4min
Geopolitical Tensions and Investment Risks
49:05 • 5min
Insights on Intuition in Investing and Life Lessons
53:49 • 5min