Accelerating Through the Noise
I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across.
The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance.
This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thousands of years of history.
I hope you enjoy it.
Value Hive
Tip
The Double Inversion:
Seek the Inversion/Value/Opposite.
Seek the Activist, Protestors or Bids/Offers.
Observe the Relative Strength.
2 Hour Flow State
I had the opportunity to share my perspectives on Marco Ops's Brandon Belyo's podcast, The Value Hive. Since his demo is fintwit (younger), I kept it casual and slangy for the demo. Achieving a casual and slangy tone without sounding cringe-worthy is a skill in itself.
We covered a wide range of subjects, and my commitment to discussing topics you may not have encountered before was evident throughout the almost 2-hour runtime.
I often prefer not to dwell on the same subjects repeatedly because they tend to bore me. I engage in these discussions to expand my horizons and avoid becoming merely a repetitive speaker.
As the expansion continues, more profound connections are forged. I delve deeper into fundamental concepts, such as home country bias, which I believe extends beyond geographical borders. It has been influenced by a psychological operation, often labeled as nationalism, but more accurately manifested through appearances, phenotypes, and characteristics. People tend to favor those who 'look' like them, a phenomenon that may influence their investments and trades.
Spot the Bias
Reflecting on this, it becomes apparent that maintaining such a bias is highly dangerous. It's something I diligently work to eliminate on sight, as soon as I sense it encroaching into my neuro-synaptic network of ideas. This is a point I explained to Brandon during our conversation.
I explained to Brandon how saving face and egotism can be so dangerous. It's noteworthy that a significant part of the world still celebrates Lunar/Chinese New Year, which is primarily based on the idea that the Earth is flat and the center of the universe with pre 1500 science.
Numeric Edge
We also delved into the current noise within financial services and my perspective on the end game. In a manageable context for individuals, the end game of financial services is to make calls with the highest percentage of success, ensuring the longest possible duration, all within the not-too-distant future—specifically, the next 12 months.
The only game that proves durable in a repetitive manner is the one that establishes a competitive advantage, demonstrating an outlier edge amid the pervasive noise in this world of information entropy where the constant refrain is "buy, buy, buy" and "sell, sell, sell."
This is why I reverse engineer what the algorithms do and demonstrate my methodology through my work. Yet, the algorithms still sync with other advantages, the longest and most durable of which is human nature.
Speak soon…