119 episodes

Sometimes we get caught up in what feels like infinite loops when we try to figure things out. Markets go up and down, research is presented and then refuted, and we wind up right back where we started.

The goal of this podcast is to learn how we can reset our thinking on issues that leaves us with a better understanding as to why we think the way we think and how we might be able to change that, to avoid going in infinite loops and thoughts.

Hosts, Jim O’Shaughnessy and Jamie Catherwood, hope to offer you a fresh perspective on a variety of issues and look at them through a multi-faceted lens. Including history, philosophy, art, science, linguistics, and quantitative analysis. And help you become a better investor and also a more nuanced thinker.

Infinite Loops Jim O'Shaughnessy and Jamie Catherwood

    • Business
    • 4.6 • 137 Ratings

Sometimes we get caught up in what feels like infinite loops when we try to figure things out. Markets go up and down, research is presented and then refuted, and we wind up right back where we started.

The goal of this podcast is to learn how we can reset our thinking on issues that leaves us with a better understanding as to why we think the way we think and how we might be able to change that, to avoid going in infinite loops and thoughts.

Hosts, Jim O’Shaughnessy and Jamie Catherwood, hope to offer you a fresh perspective on a variety of issues and look at them through a multi-faceted lens. Including history, philosophy, art, science, linguistics, and quantitative analysis. And help you become a better investor and also a more nuanced thinker.

    Shreyas Doshi—Making of a Great Leader

    Shreyas Doshi—Making of a Great Leader

    Shreyas Doshi is a startup advisor who has formerly worked in the product teams of tech firms like Stripe, Twitter, Google, Yahoo. He regularly writes about product, strategy, org psychology, leadership, and life!

    Important Links:

    Twitter: https://twitter.com/shreyas
    LinkedIn: https://www.linkedin.com/in/shreyasdoshi
    Show Notes:

    Shreyas’s childhood
    Operating with the owner mindset
    The LNO framework
    Getting good at leveraging time
    The antithesis principle
    Having a great manager
    Individual vs. group decision making
    “Apple Pie” positions
    Beware of certainty theater
    Social media: A global intelligence network
    Minimizing your opportunity costs
    The issue with following the rubric
    Lessons from school at the workplace
    Learning to unlearn
    Tao Te Ching on leadership
    Being an invisible leader
    Tight vs. weak grip
    And MUCH more!
    Books Mentioned:

    The Science of Storytelling; by Will Storr
    The Status Game; by Will Storr
    Tao Te Ching; by Lao Tzu

    • 1 hr 23 min
    Alex Danco—Where the Circle Begins, or Ends

    Alex Danco—Where the Circle Begins, or Ends

    Our recurring guest (who rarely recurs these days), Alex Danco, comes back for his sixth appearance on Infinite Loops!

    Important Links:

    Twitter: https://twitter.com/Alex_Danco
    Website: https://alexdanco.com/
    Newsletter: https://danco.substack.com/
    Show Notes:

    Our planned, but unplanned conversations
    Pink Floyd were philosophers
    From Heraclitus, to Lao Tzu, to Gita, to Deutsch
    Where does decision making come from?
    Projection 101
    Can you versus can’t you read people’s mind
    Jim throwing big fancy words like “Phylogenetic inertia”
    Corn: The apex predator
    Self-serving nature of memetic theory
    The Mirror Philosophy
    What is a “creator”?
    Communication theory by Gregory Bateson
    The Founding Murderer
    Consequences of eating the fruit from the tree of knowledge
    "The most entertaining outcome is the most likely.”
    Hot media vs. Cool media
    The Wire, and dumb Stringer
    The state of accreditation
    Balancing mystery with transparency
    Knowing pop culture as a status symbol
    And MUCH more!
    Books Mentioned:

    The Science of Storytelling; by Will Storr
    The Status Game; by Will Storr
    Happy; by Derren Brown
    The Selfish Gene; by Richard Dawkins
    Steps to an Ecology of Mind; by Gregory Bateson
    War and Peace; by Leo Tolstoy

    • 1 hr 3 min
    Johnathan Bi — Girard, Desire, and Modernity

    Johnathan Bi — Girard, Desire, and Modernity

    Johnathan Bi started out getting trained in Mathematics, and then eventually went on to study Philosophy and Computer Science at Columbia. He hosts a lecture series on René Girard’s Mimetic Theory and is also a founding member of Lonsdale Investment Technology.

    Important Links:

    Twitter: https://twitter.com/JohnathanBi
    Lecture series: https://www.youtube.com/watch?v=5Qu6vBebwwg
    Website: https://johnathanbi.com/
    Lonsdale Investment Technology: https://www.longterm.com/
    Show Notes:

    Becoming pessimistic with age
    Humiliation always comes back to bite you
    How Jonathan got introduced to Buddhism and Girard
    Why Jonathan left academia
    The driving human emotion
    Has modernity ignored the “spirit”?
    Girard’s apocalyptic predictions
    Wild, wild west of capitalism
    The mystery with the discovery of the skull
    What does eugenics say about science?
    Science becoming dictatorial
    Buddhism figuring out the inner telescope
    Physical vs. metaphysical desires
    Mimesis in asset valuation
    Price to magic ratio
    Nietzsche's will of power
    Is delusion bad?
    Can internet lead to greater violence?
    “The Buddhist Solution”
    Girard—A rescuer of spirit
    And MUCH more!
    Books Mentioned:

    The Status Game; by Will Storr
    The Struggle for Recognition; by Axel Honneth
    Sapiens; by Yuval Noah Harari
    The Science of Storytelling; by Will Storr
    The Origin of Species; Charles Darwin
    Untimely Meditations; by Friedrich Nietzsche

    • 1 hr 11 min
    Dan McMurtrie — On Markets and Policy

    Dan McMurtrie — On Markets and Policy

    Dan McMurtrie is the Portfolio Manager at Tyro Partners, an asset management firm for institutions and HNWIs; and the General Partner at Anchorless Bangladesh, an early stage venture fund focused on Bangladeshi startups.

    Links:

    Dan’s Twitter: https://twitter.com/SuperMugatu
    Tyro Partners: https://www.tyropartners.com/
    Anchorless Bangladesh: https://www.anchorless.vc/
    Coolworks: Jobs in Great Places: https://www.coolworks.com/
    Show Notes:

    Are we in the schadenfreude part of the market cycle?
    Going back to the fundamentals
    Solving the agency problem
    Taking concentrated beta risk
    Having clarity around your goals
    The behavioral risk in investing
    Do not get married to your investment thesis
    It’s always you vs. you
    Investing is about understanding other people's mistakes
    Societal costs of stablecoins being unstable
    Compatibility of social media and representative democracy
    Issues with the current US Govt. administration
    Number one existential risk for US currently
    Risks of information overload
    Improving education about commerce
    Dopamine manipulators
    Leadership vs. Stakeholder management
    America vs China for policy changes
    US legal immigration system
    And MUCH more!

    • 1 hr 27 min
    George Mack — Marketing, Mental Models, and Technology

    George Mack — Marketing, Mental Models, and Technology

    Description:
    George Mack is a creator who writes about the intersection of mental models, marketing, and technological tools and tactics. His marketing agency “Multiply” has helped grow some of the fasted growing businesses in the world backed by VCs like Stripe, YC, Sequoia, and LVMH.

    George’s Twitter: https://twitter.com/george__mack
    George’s newsletter: https://emailoctopus.com/lists/6d23df04-dff2-11ea-a3d0-06b4694bee2a/forms/subscribe
    Multiply Marketing: https://www.multiply.marketing/
    Show Notes:

    Specific knowledge and technology
    Rise of TikTok
    Bringing people closer to tech
    Regulation slowing down tech innovation
    High agency filters
    A self-made teenage billionaire?
    New forms of education
    Word of mouth 2.0
    The best marketer doesn’t look like a marketer
    Elon’s 21 second pause
    Optimizing for luck
    The smart friend razor
    Superpower in being weird
    How to build a porn site
    Assess others to assess yourself
    The issue with personality tests
    Advice to the young
    Books Mentioned:

    Zero to One; by Peter Thiel
    Tao Te Ching; by Lao Tzu
    The Bhagavad Gita

    • 1 hr 27 min
    Ian Cassel — All Great Things Start Small

    Ian Cassel — All Great Things Start Small

    Ian Cassel is the founder of MicroCapClub, a community where hundreds of investors have discussions on US and Canadian microcap companies. They also help you become better investors with educational content covering investing strategies, intelligent fanatic CEOs, great investors, and more.

    Ian is also Founder and CIO at Intelligent Fanatics Capital Management, whose goal is to own the smallest, most illiquid, least institutionally owned, misunderstood businesses that are run by intelligent fanatics.

    Ian’s Twitter: https://twitter.com/iancassel
    MicroCapClub: https://microcapclub.com/
    Intelligent Fanatics Capital Management: https://if.capital/
    Show Notes:

    Microcaps are boons for quants
    How Ian fell in love with microcaps
    Managing other people’s money
    Advantages and risks of microcap investing
    Profitability, scarcity, and great stories
    The top-down and bottom-up investment framework
    Not being limited by minimum market caps
    Being a hands-on investor
    Turnovers in microcap portfolios
    PE taking over microcap firms
    Increasing the flywheel of serendipity
    Preparing to be effortless
    Not getting into arguments with people with made up minds
    Being honest about your investment approach
    The “mute” button hack
    Identifying bad management
    Importance of base rates
    Educating about microcaps
    Optimism beats pessimism
    Do macroeconomic factors really matter?
    What is chasing you?
    Books Mentioned:

    The Psychology of Money, by Morgan Housel
    The Tao Jones Averages, by Bennett Goodspeed

    • 1 hr 11 min

Customer Reviews

4.6 out of 5
137 Ratings

137 Ratings

Yoodleyou ,

Such a gem of a show

Love most of the content and excellent guests. Jim can be a little preachy sometimes but with zero doubt he only means well for the world at large and has a focus on objective truth.

AC4684 ,

Learning & Knowledge in every Episode

Great show! Jim & his guests teach me something new or a new way to think about the world in each episode. I highly recommend it.

LisaIsHereForIt ,

Big ideas & inspiring guests 💥

Infinite Loops has quickly become a favorite in my feed! I'm consistently impressed by the engaging conversations, insightful content, and compelling guests. Jim and Jamie are excellent hosts -- I truly learn something every time I listen!🙌🏻

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