00:00:31 How Mike researched and developed his theory of a market bubble in passive investing/ index investing? Are markets about information or transactions?
00:08:01 Is the bubble of investing just a (bigger) change of the NIFTY fifty or the NASDAQ bubble in the 2000’s?
00:13:53 Does Mike’s theory of passive investing predict higher volatility due to the changes in market structure?
00:19:22 Is our low productivity growth linked to inefficient capital allocation due to passive investing skewing investments? Is the Fed to blame for the asset bubbles?
00:26:57 Is the Fed’s own forecast model broken now that markets follow a flow model much more than a valuation model?
00:31:01 Is our retirement model the problem or the solution? Is a future crash inevitable? Is the small enterprise dead forever?
00:39:13 How should contrarian investors position themselves? How committed can one be to an ‘impending bubble’?
00:47:45 What is America’s contribution to the world? Does China now have the better approach to capitalism? Can we ever come up with companies that do things cheap and better (instead of just better)?
00:55:05 Are societal changes solely to blame for changes in productivity growth?
01:01:01 Can longevity research (and the ability to live forever) change how the world will grow?
01:09:01 Should we always be ‘smart investors’ or is ‘going with the crowd’ often better? What are the dilemmas of the contrarian or cataclysmic investor? How do high profile investors deal with this?
01:21:10 What other bubbles does Mike see in today’s market and how can retail investors trade against such a bubble formation (if they choose to do so)?
01:26:48 Will China start a hot war in Asia in the next 15 years? Will trade (and China’s trading partners) matter? How is the chess board stacked towards such a war. What are China’s incentives?
Mike Green has been a student of markets and market structure for nearly 30 years. Mike works with Simplify to create ETF products that give retail investors an edge. Before that Mike has worked with Logica Capital Advisers and Thiel Macro.
00:01:00 How Thaddeus got into philosophy and theology in the first place?
00:05:45 How political pluralism should work? Is the US actually pluralistic?
00:12:23 Has liberalism built a super structure of metaethics on top of religions. Are religions (too) boxed in by the liberal structure? How has our consciousness already been changed by this structure?
00:19:13 Is the treatment of religions and reality comparable? How should philosophy deal with quantum physics?
00:30:03 What did postmodernism contribute to the current state of philosophy?
00:35:03 What did Friedrich Nietzsche really try to tell us in ‘Thus Spoke Zarathustra’? How much of his depression should be attributed Christianity?
00:39:03 Why are so many people falling out with active Christianity? Is it connected to the different role of idolatry (the replacement of the divine) between the older Abrahamic religions and the New Testament?
00:45:02 What kind of love is the most fulfilling – self-centered or selfless?
00:51:02 How does Ayn Rand’s philosophy (Objectivism) fit into the high regard that is given to selfless love by philosophers? Is altruism self love or selflessness?
00:53:01 Why do we have this endless potential of addiction? Is addiction a coping mechanism for reality? Does it help us reconcile long-term and short-term goals? Is it better than being stuck in place?
00:57:34 Is religion a system of societal error correction? Do religions give you better life goals (and free you of addictions). Have religions become too lazy and are not challenged enough? Has postmodernism shown us how uncontested religious ideas are a problem?
01:07:13 Is the catholic church a good model for a ‘world government’?
00:03:30 What regulation should we employ in the financial industry? Does it make us more safe?
00:10:57 How Max got into his current career and what he has learned from his interviewees.
00:17:01 Is the world going crazy? Is the ‘attentionalism’ already changing people and is the financial industry a good showcase for this? Is ‘career risk’ actually the most important part of financial decision making? How should ‘risk taking’ work in the financial industry?
00:27:00 What is the state of financial media? Why is holding up better than other parts of journalism?
00:36:01 Which opportunities are available in the finance sector? Are entrepreneurial opportunities in other sectors of the economy really harder to come by than a few decades ago?
00:41:16 Will machines take over everything but marketing and sales? Are humans competitive vs. machines in terms of making complex decisions?
00:56:16 Will we see the ‘rise of independent curators’ in the financial industry?
01:10:30 Have preferences for earning money changed? Is quality of life more important than high earnings?
01:20:11 Will exploring new planets (and the possibilities of discovering assets) change the society on earth forever?
00:00:30 Thomas’ experience at Wall Street (including running his own hedge fund and an insider trading investigation while working with Steve Cohen) and why he started his latest firm Hedge Fund Telemetry?
00:18:40 How Thomas selects themes and timeframes for his daily newsletter?
00:24:25 What Thomas thinks of the crypto bubble?
00:35:44 Is deflation or inflation the bigger issue right now? Should low income jobs be made redundant?
00:46:32 What it means to be a hedge fund manager? Should we aspire to become a Hedge Fund managers? How hedge funds prop up nascent ‘strategy managers’?
01:05:02 Why and how should retail investors be exposed to as many financial instruments as possible?
01:08:02 What fund managers does Thomas admire?
01:14:02 What character types does the financial industry attract?
01:29:38 Why are negative (or extremely low) yielding bonds of interest to investors?
01:36:22 Thomas’ secret love for the Grand Tour/ Top Gear shows.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Thomas is writing a daily investment newsletter at Hedge Fund Telemetry.
Peter Voss is a serial entrepreneur and currently runs aigo.ai. The company implements a ‘Third Wave of AI’ with deep understanding of natural language, have short- and long-term memory, learn interactively, use context, and are able to reason and hold meaningful ongoing conversations.
00:00:23 How Esther got started working on the intersection between mind and body and healthy living?
00:13:32 What impact Ether’s research has on the ability to improve living conditions with autoimmune and inflammatory diseases. Are we getting to few germs and viruses so that our immune system turns on ourselves?
00:21:11 How stress and our environment impacts our body and mind and how we can model it.
00:28:01 How do we identify environments that makes us calm? Why is a view of nature seen as a ‘paradise’ universally?
00:37:13 How chronic stress impacts us? Why do right amount of stress response is so important to function?
00:40:00 What is the differential between an average performance and a properly stressed (healthy stressed) individual?
00:54:33 How does chronic stress impact life expectancy and ‘chromosomal aging’?
Esther Sternberg, MD, is internationally recognized for her discoveries in brain-immune interactions and the effects of the brain’s stress response on health: the science of the mind-body interaction. Dr. Sternberg is a Professor of Medicine in the University of Arizona College of Medicine.
Joe Henrich is a professor of human evolutionary biology at Harvard University (and formerly a professor of psychology and economics at the University of British Columbia).
He is particularly interested in the question of how humans evolved from “being a relatively unremarkable primate a few million years ago to the most successful species on the globe”, and how culture shaped our species’ genetic evolution.
00:01:20 How Stefan’s journey to 193 countries unfolded.
00:03:31 How ‘Every Passport Stamp’ provided unique advice to cross borders into countries that rarely get any visitors. What are some of the shortcuts to get into countries that make that really hard?
00:23:04 What are we really seeking when we travel?
00:27:13 Stefan’s journey into the Chinese language? What he learned about China and the government?
00:52:33 What is Stefan’s take on slow or fast travel?
00:58:18 Stefan’s list of favorite places and trips?
01:14:48 What Mighty Travels Premium does and where the best departure airports for airfare deals are currently?
Jeff Cornwall is a Professor of Entrepreneurship at Belmont University. He also runs the Entrepreneurial Mind blog. He has authored nine books on entrepreneurship and was named the National Entrepreneurship Educator of the Year.
Prabhu Guptara was for many years Executive Director at WOLFSBERG – The Platform for Executive and Business Development (a subsidiary of UBS). Prabhu Guptara specializes in exploring the impact which technology has on business companies as well as on societies around the world.
00:01:34 We were expecting the information and we got the enragement age. What Edward thinks of our Social Media landscape?
00:09:02 What are surprising ‘revenge effects’ of technology in recent history?
00:14:28 How close were the Romans in developing the steam engine? What impact do social developments have on our progress?
00:23:23 What impact does technology alone have on innovation?
00:27:10 Are information overload and increasing specialization two sides of the same coin?
00:39:36 Will we see the return of the heroic projects (like the Suez canal)?
00:56:35 Why did the communist innovation of the ‘5-Year-Plan’ succeed?
01:09:25 What will happen when the ‘Rise of the Machines’ starts?
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Jeff Brickle is Professor of Biblical Studies at Urshan Graduate School of Theology. Jeff focuses primarily on the confluence of Johannine Literature with Ancient Media Culture (orality/aurality, sound mapping, memory arts, literary and book culture, performance, spatiality, intertextuality).