The Accent Podcast Aznaur Midov

Brian Fagan is an Archeologist, Author, and Professor Emeritus of Anthropology at UC Santa Barbara. He has written a number of books on archeology, humans, and, most recently, climate change. We discussed Early Humans, the history of hunting, the most influential civilizations, and the effects of localized climate change, which by the way, has nothing to do with politics but rather the history of the phenomena.
TIMESTAMPS 
01:10 Did humans evolve from apes 
04:25 Hunting of early humans 
12:45 Neanderthals 
14:40 Humans walked out from Africa 
20:50 Most important human tool 
22:50 Complexities of archeological discovery 
27:25 First Civilizations 
32:55 Most influential Civilizations 
34:45 Inca Civilization 
37:55 Were there lost Civilizations (Atlantis)? 
40:50 Why Civilizations Fall 
44:35 Localized climate change 
50:25 The Future of the human race

James Pan is a former Hedge Fund manager who, a decade ago, returned funds to outside investors and converted his firm into a family office. If you search for CP&E Partners' letters, you will see the phenomenal performance that James has achieved, and he did it as a one-man-shop. In this interview, we discussed James' investment philosophy, investment process, current holdings, and many other things.
Books James is Ayn Rand's fan, so don't forget to read Atlas Shrugged: https://amzn.to/3sqGEel
Support the Accent on Patreon: https://www.patreon.com/theaccentpodcast
TIMESTAMPS 
02:05 Absorbing information 
03:45 Path to a Family Office 
09:15 Defining Value Investing 
13:30 Looking for investment ideas 
15:30 First thing to see in a stock 
19:30 Valuing companies 
25:10 Concentrated vs Diversified portfolio 
31:10 Meta 
34:30 Latest investment – U-Haul 
43:35 Management assessment 
44:50 NOL as part of the valuation 
46:20 Rolls-Royce 
49:05 Writing Call Options 
55:35 Investing with Dyslexia 
59:15 Definition of Happiness 

Dr. Scott Aaronson is Schlumberger Centennial Chair of Computer Science at The University of Texas at Austin, and director of its Quantum Information Center. His research interests center around the capabilities and limits of quantum computers and computational complexity theory more generally. For the 2022-2023 and 2023-2024 academic years, he is on leave to work at OpenAI on the theoretical foundations of AI safety. In this interview, Dr. Aaronson discussed a quantum computer, its comparison to classical computers, and its use cases. He also shared his take on the potential role of quantum computers in Artificial Intelligence.
Get Scott Aaronson's Book
Quantum Computing since Democritus: https://amzn.to/3E290yb
Read Scott Aaronson's blog: https://scottaaronson.blog
Support The Accent on Patreon: https://www.patreon.com/theaccentpodcast
 
TIMESTAMPS 
01:45 Misconceptions about Quantum computing 
03:00 Quantum Computer vs Classical Computer 
08:30 The Schrodinger equation 
18:00 What is Quantum Computer good for? 
28:45 The look of Quantum computers 
43:40 Quantum Error Correction 
46:50 Quantum computing in AI 
55:25 Would you choose Machin Learning or Quantum Computer for a major 
57:50 Take on Michio Kaku’s book Quantum Supremacy….(oh, well)

Joby Warrick is a best-selling author and a national security correspondent for The Washington Post. A two-time Pulitzer Prize winner, he served for 24 years with the Post’s national and investigative staffs, reporting from Washington and scores of cities around the world. He is the author of three two nonfiction books, including “The Triple Agent”, a New York Times best-seller about a CIA operation in Afghanistan; "Red Line", and “Black Flags”, a narrative account of the personalities and events that gave rise to the Islamic State. “Black Flags” was listed as one of the best books of 2015 by the New York Times, The Washington Post, the San Francisco Chronicle, and numerous other publications, and it was the recipient of the 2016 Pulitzer Prize for general non-fiction.
BOOKs: 
Black Flags: https://amzn.to/3QE46NK
The Triple Agent: https://amzn.to/49zq5On
Red Line: https://amzn.to/3FYaLxo
 
SUPPORT THE ACCENT ON PATREON: https://www.patreon.com/theaccentpodcast
TIMESTAMPS 
01:35 The most surprising thing about ISIS 
03:30 Abu Musab al-Zarqawi 
06:45 Afghanistan after the Soviet Union 
08:00 Zarqawi in al-Jafr prison 
10:05 Abu Muhammad al-Maqdisi 
13:00 Al-Qaida of Iraq, and Zarqawi’s weaponization of religion 
17:30 Black Flags 
20:00 The US invasion of Iraq 
28:00 Big pause after Zarqawi 
31:50 Abu Bakr al-Baghdadi, and the Rise of ISIS 
38:00 A typical ISIS Fighter 
40:30 New ISIS 
43:10 Roots of Islamic Radicalization 
47:00 Joby’s books 

Tapio Schneider is a climate scientist and a professor of environmental science and engineering at the California Institute of Technology. His research is focused on understanding how the turbulent dynamics of the atmosphere, from clouds to large-scale weather systems, shape Earth's climate. Ultimately, his goal is to develop a set of physical laws that govern climate.
SUPPORT THE ACCENT ON PATREON: https://www.patreon.com/theaccentpodcast
TIMESTAMPS 
01:20 Climate Change or Global Warming? 
04:25 Greenhouses and their effects 
07:25 The worst-case scenario 
12:30 Genesis of Thoughts on Climate Change 
17:35 Melting of Ice Sheets 
23:20 Disagreements on the Climate Change 
27:50 Main emitters of greenhouses 
30:35 Solutions to Climate Change 
33:50 Do EVs make a difference 
39:00 Why not switch to renewables

Tim Staermose is the founder of the African Lions Fund, which invests in sub-Saharan African “Frontier” economies, excluding South Africa. Tim is also an investment writer, and his website - www.GlobalValueHunter.com - is full of global value investing ideas. 
SUPPORT THE ACCENT ON PATREON: https://www.patreon.com/theaccentpodcast
TIMESTAMPS 
01:10 Perception of Africa (Factfulness book) 
08:25 Long or Short-term opportunity: Main Thesis 
13:25 Asian model will not work in Africa 
16:10 Leading Industries 
18:35 Valuations in Africa 
21:55 Investment process 
29:25 Banking Industry in Africa 
32:10 Position sizing 
35:10 Hedging 
38:50 Taxation of the fund 
40:15 Largest position (NMB Bank - Tanzania) 
48:45 Recent investments (KCB Bank, Equity Bank, Safaricom – Kenya) 
52:40 Selling stocks