The J. Burden Show The J. Burden Show Ep. 235: Stormy Waters
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Oct 3, 2024 Stormy Waters, a former startup founder and current venture capital investor, dives deep into the world of finance and geopolitics. He discusses the role of information asymmetry in investments and challenges the authenticity of social responsibility in the field. The conversation highlights the shifting geopolitical landscape due to energy transitions and the global ramifications of the financial crises. Stormy also connects past economic events, like the 2008 crisis and the COVID-19 pandemic, revealing the intricate links within international finance.
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Information Asymmetry
- Information asymmetry is the key edge for investors like Stormy Waters.
- They actively seek out unknown information to gain an advantage in the market.
Adaptability
- Top investors adapt and change their worldview frequently, discarding ideologies for predictive frameworks.
- They A/B test different models to see which best explains current events.
Woke Investing
- J. Burden and Stormy Waters debate whether "woke" investing is genuine or a convenient strategy.
- They discuss the influence of personal loyalties and pragmatic considerations on decision-making.