Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
Introduction
00:00 • 3min
Is This What I Want to Do With the Rest of My Life?
03:09 • 4min
People Remember Stories, You Know?
07:36 • 1min
Are Number Crancers Really Telling Fairy Tales?
09:01 • 3min
Uber: The Story of the Outlaw Company
11:50 • 2min
The Story for Uber Has Changed, CEO for Uber?
13:58 • 4min
The Narrative and Numbers
17:56 • 2min
Is Tesla an Energy Company or an Automobile Company?
20:14 • 3min
You Shouldn't Expect to Be Wrong on the Biggest Winners
22:49 • 2min
Should I Value the Fangam Stocks Again?
25:11 • 2min
Investing in Facebook - I Don't Know What the Story Is
27:18 • 2min
The Right Investment Philosophy Is the One That Works
29:40 • 4min
I Don't Have the Story for Facebook, I Dont Have the Story for Facebook.
34:05 • 2min
Are You an Algorithm or an Entity That Exercises Judgment?
36:19 • 2min
What Makes Super Forecasters So Good?
38:37 • 3min
I Learned More About Uber by Talking to Uber Drivers Than Anyone at Uber
41:52 • 2min
What I Learned About Right Sharing When I Valued Uber
43:29 • 2min
Is It a Cultural Thing?
45:38 • 2min
I'm Going to Track That Part of My Story
47:24 • 3min
Automated Driving Is Going to Win in the Largest Scheme of Things
50:17 • 1min
Ride Sharing Is Not Going Away Anymore
51:44 • 3min
Is Google Really Going to Be in the Electric Car Business?
54:25 • 2min
Crypto and the Metaverse
56:27 • 2min
Is Bitcoin the Future of Cryptocurrency?
58:44 • 2min
Investing in Cryptocurrencies
01:01:10 • 2min
I'd MuchRather Invest in Coinbase at the Right Price Than by Bitcoin
01:03:25 • 3min
Coinbase - I'm Not Getting Great Price
01:05:57 • 2min
The Big Market Delusion
01:08:02 • 2min
Is It's Game Stop?
01:09:45 • 4min
Investing Is Not About Getting Rich in a Hurry
01:13:26 • 2min
The Inflation Is Not Just Food
01:15:42 • 1min
Getting Back Inflation Is So Hard
01:17:12 • 3min
Spread Your Bets Across Financial Assets
01:19:55 • 3min