Coburn Ventures Podcast

As investors and business leaders, even when we are able to get to a deeper level of understanding, it doesn’t mean navigating this world of rogue waves, change and instability is any clearer. Today we go into an 11 step “guide”, of sorts, aimed at navigating the impact of different types of changes and how they might affect our actions and investment theses. Let’s jump in. 

What if, when someone asked you what your operating edge was at work you said, “being really good at being busy.” Sometimes, it feels like that’s how our days go. It doesn’t suggest we are on the path to generating insight, so we’ll see if we can take a look today to see what might be going on. Let’s jump in.

We last spoke with our friend Mike Cahill on his perspective on the markets back in February. Obviously, a lot has happened since then, and we were happy to have the chance to check in with him again. Thank you Mike, for this discussion. Let’s jump in.

It’s so important for investors and business leaders to have a framework for what data and information we take in as inputs, as well as what we make sure to exclude or throw out as garbage data and now, garbage information. This is our classic signal: noise dilemma, but the ratio is careening ever more massively to noise. Today we tackle this issue head on and discuss what has been the key orienting model for us to get through the muck of data, remove ourselves from the swirl in our knowledge seeking and make that climb up the hill to generating uncommon investable insights. Let's jump in.

Today we're continuing our theme of taking a common business practices and bridging them to something that is far more powerful, uncorrelated and uncommon. Today's topic is a big one, and the beginning of how we use our skills to start filtering, processing and organizing data into information: note taking. Let's jump in.

Discover how chaos can spark creativity and growth in collaboration. Explore the fascinating link between polyvagal theory and our autonomic nervous system, shedding light on how our bodies respond before we even think. Learn techniques to retrain your nervous system for better teamwork and decision-making, emphasizing the importance of deep breathing. Embrace discomfort as a catalyst for innovation, and see how your physiological state shapes your investment choices. It's a deep dive into the science behind effective collaboration!

Dr. Morris Pickens, a sports psychologist specializing in helping professional athletes, especially golfers, tackle external pressures, shares his insights in this engaging discussion. He emphasizes the unique stresses athletes face, particularly during transitions from amateur to professional levels. Dr. Pickens reveals the power of positive self-talk in improving performance. He also discusses the importance of focus amidst distractions and the balance between rest and preparation, offering strategies for maintaining mental health and productivity under pressure.

This discussion dives into the importance of creativity within investment strategies, urging listeners to uncover unique insights. It highlights the shift from strict professional rules to a more adaptable approach, enhancing workplace interactions. Emphasis is placed on building knowledge into deeper insights through collaboration. The conversation also tackles how courage can promote innovation, stressing the need to challenge conventional thinking to drive personal and organizational growth.

Dive into the concept of student-mindedness, a crucial skill for making impactful investment decisions. Learn how this mindset fosters collaboration and curiosity, counteracting the often-tempting closed-mindedness. Discover the delicate balance between emotional attachment and open-mindedness in financial choices. The discussion emphasizes the importance of keeping an adaptive perspective in a fast-paced world. Tune in for insights that bridge curiosity and decision-making, enhancing creativity and uncovering new opportunities.

The discussion revolves around five key mantras that define successful active investing. Insights are shared on how to identify market inefficiencies and structural arbitrages that are often overlooked. The value of unique perspectives and effective portfolio management takes center stage. Emphasis is placed on integrating uncommon inputs for better decision-making, highlighting the power of routine and mindfulness in investing. The conversation wraps with a fun take on sports psychology, bringing a lighthearted twist to serious investment strategies.