Jonathan Tepper – Variant Perception of Capitalism

Capital Allocators | 7 October 2019 | 0h 53m | Listen Later | iTunes
Interview with Jonathan Tepper, founder of Variant Perception, an economic research group, and author of The Myth of Capitalism: Monopolies and the Death of Competition. Starts with Tepper’s unusual upbringing and approach to economic forecasting. Then concentrates on arguments from The Myth of Capitalism, discussing the history, causes, and ramifications of the absence of competition in U.S. industries, natural and unnatural monopolies, examples in the tech giants, funeral home operators, airports, and hospitals, and what can be done to counter this negative trend.

Gary Klein on Pre-Mortem Analysis

Capital Allocators | 23 September 2019 | 0h 49m | Listen Later | iTunes
Interview with Gary Klein about tools to improve decision-making, including the Shadow Box technique, Cognitive After-Action Reviews, and Pre-Mortems. Dives deep on Pre-Mortem analysis, starting with its history in the Air Force, what it is, how it works, when it falls short, and the benefits of reducing overconfidence, time efficiency, increasing candor, and making groups smarter. Also critiques other risk mitigation techniques such as devil’s advocates, red teams, and risk assessment.

Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange

Capital Allocators | 26 August 2019 | 0h 50m | Listen Later | iTunes
Interview with Eric Ries, creator of the Lean Startup methodology and founder and CEO of the Long Term Stock Exchange. Discusses ideas from The Lean Startup and the philosophy and business proposition of the LTSE, which seeks to build a new relationship between companies that are built to last and the stakeholders who believe in them.

Jon Wertheim on Sports, Psychology and Economics

Capital Allocators | 17 June 2019 | 0h 42m | Listen Later | iTunes
Interview with Jon Wertheim, sports journalist and author of ten books including Stokes of Genius about the Federer-Nadal rivalry, Scorecasting, and This Is Your Brain on Sports. Ranges across sports, investing and psychology delving into behaviour and decision making, tennis, the role of luck, cycles in basketball strategy, loss aversion, job preservation, omission bias, sports gambling, the business of sports, and lessons from interviewing.

Steve Kuhn – Life After Hedge Funds

Capital Allocators | 4 February 2019 | 0h 54m | Listen Later  | iTunes
Interview with retired hedge fund manager Steve Kuhn. Describes parlaying a passion for playing games into a two-decade Wall Street career specialising in mortgage-backed securities. Insights on the evidence-based case for active manager alpha, Chinese education, philanthropy, and the IDEAL approach to immigration.

Annie Duke – Thinking More in Bets

Capital Allocators | 19 November 2018 | 0h 46m | Listen Later  | iTunes
Follow up interview with Annie Duke covering the challenge of separating signal from noise in making decisions, the formation and confirmation of beliefs, forming decision groups, communicating with teams, mistakes Annie’s advisory clients have made after reading her book and stories of how Annie approached being a woman in the male-dominated poker world.

Annie Duke – Improving Decision Making

Capital Allocators | 5 February 2018 | 0h 59m | Listen Later  | iTunes
Interview with Annie Duke, author of Thinking in Bets. A wonderful synthesis of evolutionary psychology, behavioural biases and what to do about it from an expert in psychology with a grounding in the real world of poker.

Josh Wolfe and Directional Arrows of Progress

Capital Allocators | 20 August 2018 | 1h 09m | Listen Later  | iTunes
Interview with Josh Wolfe, co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs pursuing counter-conventional solutions. Littered with frameworks for improved decisionmaking and insights on the future of technology and investment.