Peter Pham: Inversion Investing

Jan 26, 2024

Peter Pham, a unique investor with a different type of conversation, discusses topics such as overcoming biases, inversion investing by betting on the US dollar, analyzing market highs and lows, exploring the macro economy and societal trends, and communicating and creating a unique brand. The podcast also delves into the rise and fall of China and India as superpowers, using broad knowledge for informed trading decisions, and the intriguing story of the last alchemist.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 3min

Overcoming Biases and Focusing on Probabilistic Advantage

03:23 • 28min

Inversion Investing: Betting on the US Dollar

31:08 • 30min

The Rise and Fall of China and India as Superpowers

01:00:42 • 9min

Using Broad Knowledge for Informed Trading Decisions

01:09:36 • 6min

Analyzing Market Highs and Lows

01:15:08 • 25min

Exploring the Macro Economy and Societal Trends

01:40:03 • 3min

Communicating, Designing, and Creating a Unique Brand

01:42:48 • 8min

Exploring the Fascinating Story of the Last Alchemist

01:50:47 • 3min

I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across.

The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance.

This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thousands of years of history.

I hope you enjoy it.

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠here⁠⁠⁠⁠.