Searching...
18 results for “investor psychology”
...that psychology affects people negatively that the market efficiency theories and say, oh, well, if a rational investor would behave this way, and we know now that people aren't rational. So are there ways that you could think of that you could turn
44:18 / 45:26
from transcript44:18 – 45:26
...investor, and that becomes very difficult when you're trying to talk to quants or people who think about a world in data rooms and spreadsheets and wanting an answer to how you decided that you want to invest in something because you're trusting your
7:25 / 8:34
from transcript7:25 – 8:34
...investor and just has an absolute essence of getting to the nub of the character of an entrepreneur. Just the descriptions, the articulation, the strengths, the weaknesses. You would have thought you should spend two hundred hours doing a psychologic
42:27 / 43:51
from transcript42:27 – 43:51
...good investors go for. So three wildly different strategies. All three I've seen work superbly. And so no cookie cutter solution. I'd love to hear your take on the effects that COVID now three, four months into it are having on the world at large, bo
43:29 / 44:32
from transcript43:29 – 44:32
...psychology called the false uniqueness effect, which is assuming that just because you are good at something, other people are not. And this is really true in investing where you have a lot of people say, I'm really good at modeling. I'm really good
59:19 / 1:00:21
from transcript59:19 – 1:00:21
...investors that stuck through it, and I deeply appreciate that more than I resent people redeeming. It's pretty asymmetric. What's interesting about the story is when you ask around, most people would say that you have an incredibly calm like, your re
41:58 / 43:07
from transcript41:58 – 43:07
...come in all shapes and sizes. Some investors are extremely control oriented, and they have a vision for what you ought to be doing that may not be your vision. They may have had an idea in a prior life, and they want you to fulfill that. They may hav
12:43 / 13:47
from transcript12:43 – 13:47
...an investor is your ability to manage your own behavior and not when things are calm and we're you know, the S and P is up point 13%, the Nasdaq is down point o 3%. I don't mean on like a day like today. I mean, when either the market's screaming hig
59:17 / 1:00:26
from transcript59:17 – 1:00:26
...in the next investor for this business? Because obviously, we all want it to succeed. He laughed. He said, well, the attribute that we want is that they leave them alone. Yes. You know, we believe that most of these investors are kinda useless and th
1:07:28 / 1:08:33
from transcript1:07:28 – 1:08:33
...investor stories. If you're enjoying the That will conclude this installment of investor stories. If you're enjoying the program and would like to see it continue, take a moment and leave a five star review in iTunes. Okay. That will wrap things up f
8:10 / 8:53
from transcript8:10 – 8:53
“Why most VCs fail: You need a proprietary edge to find power law companies”
...investor. Because if you look at the best firms in the industry, like, they have power law companies. They have companies that return the fund. Like, that's just the nature of of our business. So I th
5:19 / 5:52
framework5:19 – 5:52
...the the investor who might say and and, you know, portfolio managers will follow their clients' wishes, but it it can lead that the investor also understands that I can liquidate this fast. But that's typically leads to the buy high and sell low type
20:54 / 22:02
from transcript20:54 – 22:02
...investors. They want shortcuts. Right? They want silver bullets. They want quick wins.
27:43 / 28:48
from transcript27:43 – 28:48
...a really great positive actionality of being a good investor.
56:15 / 57:15
from transcript56:15 – 57:15
...investor that comes over time is being able to put your finger on what is feeding that gut instinct, you know, to to be able to actually identify the things that are feeding into decisions and talk about them. Because it's easy to you know, I think a
25:30 / 26:35
from transcript25:30 – 26:35
And I'm sure you're in the industry too. You probably get the question all the time when someone finds out what you do. I was like, oh, what's gonna happen in the market next year? And I know our answer and all of our advisors here at Morgan Wells an
29:10 / 30:20
from transcript29:10 – 30:20
“Why early stage VCs should hunt for 100x wins, not safe 2x returns”
...have you, which is not the way to win as an early stage investor.
4:41 / 5:04
framework4:41 – 5:04
...investor motivations. Are there others you would add to the list? Well and there's the the biggest example of this is, for me, the very sad popularity of safes because safes
51:43 / 52:46
from transcript51:43 – 52:46
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.