Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback!
Today we have an episode on investing in farmland, an NBA player who is trying to tokenize his contract, a discussion on the 10,000 hour rule and why it may be flawed, and a conversation with Nobel laureate Daniel Kahneman.
- Capital Allocators: Jay Girotto — Farmland Opportunity. Girotto is the President of Farmland Opportunity, a $400 million investment manager that provides direct ownership of productive row crop farmland in the U.S. He explains how he began a unique career as a farmland investor, why the asset class was attractive to him (uncorrelated returns and a great inflation hedge), and what they look for in acquisitions, including specific geographies, which surprisingly includes Minnesota. [October 14, 2019–38 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
- Off the Chain: Spencer Dinwiddie, Professional NBA Player: Fighting the NBA for the Right to Tokenize a Contract. Dinwiddie is a point guard for the Brooklyn Nets and joins Pomp to discuss the fascinating idea of tokenizing his contract. The first 25 minutes of the episode are about his childhood, attending Colorado and entering the NBA draft. Then they jump into how he became aware of crypto, where the idea of tokenizing his contract came from, and the general explanation of what tokenizing his contract actually means (here’s a good article on the idea too). He explains his disappointment in the NBA’s dislike of the idea, and then at the 51 minute mark he finishes the episode with ideas on the recent tiff between the NBA and China. [October 17, 2019–1 hour, 11 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
- The Knowledge Project with Shane Parrish: #68 Daniel Kahneman: Putting Your Intuition on Ice. This is my favorite episode that Kahneman has been a guest on. Psychologist and Nobel laureate Daniel Kahneman is known as one of the founding fathers of behavioral economics. They cover a lot in the episode — what is true happiness is, what steps we can take to improve our decision-making and overcome our biases, and the idea of noise in decision making, which is the topic of his next book. [October 19, 2019–1 hour, 6 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
The Best Investment Writing Volume 3: Gary Antonacci – Extended Backtest of Global Equities Momentum
Episode #182: Larry Hite, “I Want To Be In A Position Where Something Great Can Happen…If I Don’t Get That, I Don’t Want To Play”