Every now and then, we come across super interesting and under-the-radar (at least to us!) public markets folks like NZS Capital who make us think differently about the art of investing. TDM is another one of those groups — founded 18 years ago in Australia, they’ve compounded a single, private pool of capital at 26% per annum over nearly two decades. That’s Warren & Charlie territory!TDM recently published a memo comparing the current “post ZIRP bubble” market with what happened in the years following both the dot-com crash and the GFC in 2008. As always, past performance isn’t necessarily predictive of the future, but what happened back then surprised us and might surprise you too. More importantly, it gave us the perfect excuse to sit down with TDM cofounder Tom Cowan and share the conversation with you all. Tune in and learn alongside us!Links:TDM’s 2023 Market MemoThe current BVP Cloud IndexFollow TDM on Twitter or LinkedInSponsors:Vanta

Dr. Tom Cowan, an alternative medicine doctor and author, explains his journey from conventional medicine to a holistic approach. He discusses the myths surrounding scientific claims and the importance of critical analysis. Challenging the traditional view of heart function, he highlights the role of blood flow dynamics and environmental factors. Cowan critiques conventional treatments for heart disease, advocating for nutrition and natural self-healing. He offers practical tips for those interested in holistic health, emphasizing accessible resources to enhance well-being.

Dr. Tom Cowan, a physician from the New Biology Clinic, questions the established myths surrounding cholesterol and heart health. He argues that high cholesterol does not directly correlate with heart disease and discusses the inadequacy of traditional cholesterol tests. Instead of relying on statins, Cowan advocates for a deeper understanding of overall health and lifestyle choices. He challenges listeners to critically assess scientific claims and reassess their fears about cholesterol, emphasizing holistic wellness practices.

Dr. Tom Cowan challenges modern medicine by questioning the existence of viruses, synapses, and genetic determinism. He discusses flaws in conventional medical beliefs and the importance of taking responsibility for health. Dr. Cowan also shares insights on his New Biology Clinic focusing on treating individuals, not labels.

Dr. Tom Cowan, a holistic doctor known as 'Doubting Thomas,' challenges mainstream medical practices and promotes a skeptical approach to health. He emphasizes the importance of understanding the root causes of illnesses rather than just treating symptoms. Cowan discusses the critical role of nutrition and advocates for exploring traditional healing methods. He critiques the failures of cancer research and encourages listeners to take charge of their health decisions, urging them to question the status quo in both holistic and conventional medicine.