• The Education of a Value Investor

  • Written by: Guy Spier
  • Podcast
The Education of a Value Investor cover art

The Education of a Value Investor

Written by: Guy Spier
  • Summary

  • I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
    All rights reserved
    Show more Show less
Episodes
  • Morgan Housel – Selfish Writing, Fiction vs. Nonfiction, Methods for Connecting Ideas
    Feb 21 2024

    Morgan Housel is the New York Times Bestselling author of The Psychology of Money and Same as Ever and a popular finance blogger. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He is also a partner at The Collaborative Fund and serves on the board of directors at Markel. 

     

    He talks to Guy Spier about the concept of writing for oneself, the slow way to approach reading and how to help the process of connecting ideas. Other topics discussed include skiing, beauties of the United States and the importance of sample size.

     

    Full transcript available here: https://aqfd.docsend.com/view/4u4kmcmsm3k8rccq

     

    Contents:

    (00:00:00) The Beauty and the Dangers of Skiing

    (00:04:58) Insights from Same as Ever

    (00:09:55) Selfish Writing

    (00:18:53) Ways to Approach the Writing Process

    (00:23:17) Inner Scorecard

    (00:30:45) Connecting Ideas

    (00:38:18) The Art of Reading Slowly

    (00:41:31) Fiction vs. Nonfiction

    (00:52:11) The Importance of Sample Size

    (00:54:19) Everyone is on their Own Path

    (00:59:43) Poetry

    (01:07:15) The United States and New York City

    Show more Show less
    1 hr and 15 mins
  • Luca Dellanna on his book Ergodicity, autism, and decision making in our brains.
    Oct 13 2023

    Luca Dellanna is a management advisor and an author from Turin, Italy. His books cover topics ranging across management, human behavior, and economics. He talks to Guy Spier about his early career, his research on ergodicity and some topics from his other books, including autism and the difference of decision making and action taking in our brains.

    Full transcript available here: https://aqfd.docsend.com/view/r5q6w9tq7e2b8aqb

     

    Contents:

    (00:00:00) Introduction 

    (00:07:38) The Concept of Ergodicity 

    (00:14:31) Extrapolation Over Time Horizons 

    (00:21:22) Luck or Skill? 

    (00:24:50) Maximizing the Worst Outcome 

    (00:31:32) Uncertainty and Risk Management 

    (00:39:09) Diversification as a Practical Tool 

    (00:43:09) Personal Knowledge Management Tools 

    (00:48:56) Decision Making vs. Action Taking 

    (00:58:09) Autism and the Idea of the Magnifying Glass 

    (01:02:54) Luca’s Professional Career 

    (01:08:38) The History of Turin

    Show more Show less
    1 hr and 17 mins
  • Daniel Simons and Christopher Chabris on their book, social pressure, manifesting, and chess
    Aug 25 2023

    Daniel Simons and Christopher Chabris are professors of psychology, both experts in the fields of cognitive science and experimental psychology. They are also known as the co-authors of the famous book The Invisible Gorilla, and the inventors of the homonymous psychological experiment. 12 years from the release of their first book they have partnered again, co-writing Nobody's Fool: Why We Get Taken In and What We Can Do about It. This book illustrates through a series of stories why we fall victim to deception and provides practical tools to help the reader know when to question their beliefs.

    In this conversation, Simons and Chabris give the listener a taste of their new book. They provide insights on how we can arm ourselves against stories that do not reflect reality and how to improve our ability to realize when we are in front of a critical decision. Topics discussed also include social pressure, manifesting, self-help books, and chess. 

     

    Full transcript available here: https://aqfd.docsend.com/view/58jfj8tt73uqqajy

     

    Contents:

    (00:00:01) From “The Invisible Gorilla” to “Nobody’s Fool”

    (00:04:30) When Should We Question Our Intuition?

    (00:20:29) The Power of a Good Partnership

    (00:23:54) The Time-Reversal Heuristic 

    (00:31:48) When the Story is Nicer Than Reality 

    (00:49:13) Social Pressure: A Potent Tool 

    (00:55:57) Luxury Goods and the Concept of Familiarity 

    (01:01:00) Manifesting: Is it Harmless? 

    (01:06:53) How to Approach Self-Help Books 

    (01:11:01) The Fields of Psychology 

    (01:19:35) On Chess, Bridge, and Poker 

    Show more Show less
    1 hr and 32 mins

What listeners say about The Education of a Value Investor

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.