Infinite Loops

Jim O'Shaughnessy
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Mar 24, 2022 • 57min

Steve Begleiter — Private Equity, Poker, and Military History (EP.97)

Steven Begleiter is a Managing Director of Flexpoint Ford. Prior to joining Flexpoint Ford in 2008, Steve was a Senior Managing Director at Bear Stearns & Co. He is also a professional Poker player who claimed the 6th place in World Series of Poker 2009, winning $1.59M Show Notes: Culture at Bear Stearns The liquidity crisis that ended Bear Stearns Evolution of Financial Services Importance of having a 'thesis' for your investments The Rise of Private Equity Where is PE headed to? Investing lessons from a Poker career Role of luck in life and Poker Psychology at the poker table How micro-expressions can give your game away Historical perspective to the Russia-Ukraine crisis Importance of reading military history
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9 snips
Mar 17, 2022 • 58min

Jake Taylor — Getting Better at Decision Making (EP.96)

Jake Taylor is the CEO of Farnam Street Investments and author of the book 'The Rebel Allocator', a book that help readers make better investment and business decisions. You can find Jake on Twitter at https://twitter.com/farnamjake1 and get his book from https://www.amazon.com/Rebel-Allocator-Jacob-Taylor/dp/173268832X Show Notes: Iron Law of Economic Survival Trade-offs between profit and brand Capturing intangible value Products as signalling devices Journalytic — Getting better at decision making Reducing the friction around journalling Joseph Campbell's Hero's Journey Shortening the brain's feedback loop The Great Reshuffle The Thinker and The Prover Cheng versus Ch'i Plato's cave analogy for business decision making What makes a good decision maker? Books Mentioned: The Rebel Allocator; by Jake Taylor The Wealthy Barber; by Dave Chilton The Nature of Value; by Nick Gogerty The Genius of the Beast; by Howard Bloom Happy; by Derren Brown
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33 snips
Mar 10, 2022 • 1h 7min

Alex Danco — What is Web 3.0 All About? (EP.95)

Our recurring guest Alex Danco of Spotify, err.. Shopify returns to Infinite Loops for his fifth appearance to discuss all things Web 3! Follow Alex on Twitter at https://twitter.com/Alex_Danco and read his essays at https://alexdanco.com/ Show Notes: Was it un-Canadian for Canada to pass the Emergency Act? Was the MAGA movement monarchist? Social meaning of NFTs What NFTs are not Catholicism — The original blockchain Code that can make commitments Wallets are the new web browsers What really is censorship Blockchains tell you what to ignore Porting from Web 2.0 to Web 3.0 NFTs as human readable format of a smart contract Why gamers end up as good decision makers How to identify an extremely online person
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11 snips
Mar 3, 2022 • 1h 14min

Rohit Krishnan — Ideas for the Future (EP.94)

Rohit Krishnan is a VC and essayist who writes the 'Strange Loop Canon' newsletter in which he tries to understand the ever increasing complexity of our world. You can follow Rohit on Twitter at https://twitter.com/krishnanrohit and subscribe to his newsletter at https://www.strangeloopcanon.com/ Show Notes: Douglas Hofstadter's Strange Loop Memory as an unreliable narrator Are we seeing a decline in eccentricity? The Great Reshuffle We need more Thiel-style patrons Why do big companies suck at innovation? Importance of failure Reducing the cost of failure Universal Basic Income/Dividend Maximizing EV vs. Maximizing hit rate Are governments inefficient? Fragility of jobs World in 2050 Books Recommended: Gödel, Escher, Bach; by Douglas Hofstadter I Am a Strange Loop; by Douglas Hofstadter The Misbehavior of Markets; by Benoit Mandelbrot and Richard L. Hudson
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Feb 24, 2022 • 59min

Sam McRoberts — Screw the Zoo (EP.93)

Title: Description:Sam McRoberts is the CEO of VUDU Marketing, an SEO agency and author of the book 'Screw the Zoo', a book that helps you "escape from your cage, free your mind, and take over the world." You can contact Sam on Twitter at https://twitter.com/Sams_Antics and get his book at https://screwthezoo.com/ Show Notes: Life as a digital nomad Role of video games in children' education The Great Unwashed Running an SEO consultancy Jed McKenna — A fictional character? Being kind to everyone Importance of curation in social media Bot infestation in Twitter Free will vs. Nature of reality Surrender comes after enlightenment, not before Memory as a latticework Shannon Limit Love as detachment Perseverance and survivorship bias The Original Sin Another dark age? To mute, or to block? Virtual Reality and Robots Psychedelics Books Recommended: The Beginning of Infinity; by David Deutsch Cloud Atlas; by David Mitchell Screw the Zoo; by Sam McRoberts
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Feb 17, 2022 • 1h 5min

Rick Doblin and Amy Emerson — Demystifying Psychedelics (EP.92)

Rick Doblin in the Founder and Executive Director of the Multidisciplinary Association for Psychedelic Studies (MAPS). MAPS is a leading organization in the USA supporting psychedelic and marijuana research since 1986. You can follow Rick on his Twitter at https://twitter.com/RickDoblin. Amy Emerson is the CEO of the MAPS Public Benefit Corporation (MAPS PBC), a wholly-owned subsidiary of MAPS. You can learn more about MAPS and donate at https://maps.org/ Show Notes: Rick's journey from Construction to Psychedelics How Amy met Rick and started working together How psychedelic research was hampered for decades MDMA therapy for police officers and Navy Seals Cultural shift in the perception of psychedelics Has internet made it easier or difficult to spread propaganda? Legitimate concerns agains advancements in psychedelic research MDMA: A euphoric, or psychedelic? Man-made vs. Natural psychedelics Psychedelics are NOT magic cure-all pills MDMA treatment for childhood trauma? Alternative forms of treatment like sound therapy, VR, hypnotism Why donate to MAPS Books Mentioned: One Flew Over the Cuckoo's Nest; by Ken Kesey Cosmic Serpent: DNA and the Origins of Knowledge; by Jeremy Narby How to Change Your Mind; by Michael Pollan The Immortality Key; by Brian Muraresku Zen and the Art of Motorcycle Maintenance; by Robert M. Pirsig The Body Keeps the Score; by Bessel van der Kolk Happy; by Derren Brown The Beginning of Infinity; by David Deutsch
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Feb 14, 2022 • 1h 27min

Lily Francus and Jesse Livermore — Understanding Financial Bubbles (EP.91)

Lily Francus is a risk theorist and a quantitative researcher at Moody's. She is also the author of the 'Midnight on the Market Momentum' newsletter. Find Lily on her Twitter at https://twitter.com/nope_its_lily and read her newsletter at https://nopeitslily.substack.com Jesse Livermore is an OSAM research partner and a recurring guest at Infinite Loops. You can connect with him on Twitter at https://twitter.com/Jesse_Livermore and read more about his work at http://www.philosophicaleconomics.com/ Show notes: Why all the recent focus on bubbles? How the era you grow up in shapes your investment philosophy Intrinsic and Extrinsic value How leverage impacts pricing What is a bubble? And how to identify if you're in one Role of uncertainty in arbitraging What makes a bubble pop How bubbles set a new floor price Do we have enough short sellers? Time arbitrage Information arbitrage in a hyper-connected world Are we currently in a financial bubble? Implications of pseudonymity Is there a free will?
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Feb 10, 2022 • 1h 14min

Zachary Resnick — Bitcoin SV, Music, and Poker (EP.90)

Zachary Resnick is the Managing Partner and co-founder at Unbounded Capital, a trumpet player and composer, and a poker enthusiast. We speak with Zach about: Scaling issues with BTC Why isn't Bitcoin SV the prominent Bitcoin? The best use-cases for Bitcoin SV Can Bitcoin SV survive a govt. attack? Jazz music, Poker, and much more! Follow Zachary on his Twitter at https://twitter.com/TrumpetisAwesom and know more about Unbounded Capital at https://unboundedcapital.com/
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28 snips
Feb 3, 2022 • 1h 20min

Dave Nadig — Decoding the Metaverse (EP.89)

Dave Nadig is the CIO & Director of Research for ETF Trends and ETF Database. However, our conversation with Dave takes a curious turn and instead of ETFs, we end up discussing about: • Tokenizing everything • Left vs. Right brain thinking • Working on the limitations of Web 3.0 • Role of psychology in asset valuation • And MUCH more! Follow Dave on Twitter at https://twitter.com/DaveNadig and know more about ETF Trends at https://www.etftrends.com
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Jan 27, 2022 • 1h 12min

Louisa Nicola — Neuroscience for Your Physical & Financial Health (EP.88)

Louisa is a Neuroscientist & Neurophysiologist, and a performance advisor to pro athletes, teams & portfolio managers. Our discussion with Louisa includes: The origin of Neuro Athletics Goal setting done right How light and melatonin affects sleep Impact of sleep on your cognitive abilities Ice baths, sauna, performance myths And MUCH more! Know more about Louisa's firm "Neuro Athletics" at www.neuroathletics.com.au and read her newsletter at https://neuroathletics.substack.com

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