Ep 11 | 2023 Wrapped and 2024 Predictions

Learn how to be a better thinker.

Mental models are frameworks or structures that help individuals understand, analyze, and navigate the world around them. They are essentially cognitive tools that simplify complex situations, allowing us to make better decisions, solve problems, and interpret information more effectively.

We go through a range of mental models, the theory and context around them, and how you can try to implement them in your day to day life. 

https://fs.blog/books/mental-models-vol1/

We talk a lot about decarbonisation and how companies will need to be at the forefront of it. Fortescue have been very public and vocal about transitioning from an Iron Ore Company into a Global Integrated Green Technology, Energy and Metals Company. We delve into how they are doing this, and whether or not it is a trailblazing change, or just marketing.

A deep dive into Coinbase, the crypto industry and our thesis on the company, including the bear case risks. Over the past 2 years the case for Coinbase has become very interesting and we detail the company's evolution, strengths, growth areas and the overall case for investment while still covering some of the downside risks.

Pretty self explanatory. A fun episode looking back at some of the big things that happened in 2023 and some wild guesses for 2024. 
Some of which already came true :o

The boys developed something called the 10 minute thesis. The idea is to pitch something for investing or convey some knowledge and compact it down to just 10 minutes. 

It originated from the 1 hour thesis which was a technique Luke and Khush had previously used where all research had to be conducted within an hour. Stripping away the research limitation but keeping a presentation cap creates an interesting overview on topics can be engaging even while remaining concise.

What actually goes into making a podcast?

Reflecting on the journey so far we look at what has been involved in making a podcast. Luke compares how it has been as his second time co-hosting a podcast and identifying lessons learnt.

We dive into the physical setups, content planning and generation, the act of recording, producing and distributing the content. 

In this episode the boys discuss their ongoing portfolio management and addressing  direct questions around how they actually invest currently. What are their strategies, whether they are active or passive and most importantly how they think about buying and selling positions. 

In this episode we tackle the concerns of sustainability and look at a proposed path to get there. The Tesla Master Plan 3 looks to reach a sustainable global energy economy through end-use electrification and sustainable electricity generation and storage.

In this foundational episode, we explore the core principles of blockchain, decentralization, and cryptocurrency with Luke. From the basics of Bitcoin and smart contracts to security measures and practical aspects like wallets and exchanges, we cover the essentials. The episode also touches on blockchain's impact across the economy and industries and touches on future trends. We aim to provide a straightforward introduction to this transformative technology.

Join us as we make the complex simple in this "Blockchain and Crypto 101".

Electric vehicles are becoming increasingly popular. Some of the most sold cars every year are now EVs and that doesn't seem to be slowing. From battery chemistry to self driving and infrastructure we dive deep into the future of the electrification of our transportation.