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Curiosity Crisis Podcast
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Curiosity Crisis Podcast

Author: CuriosityCrisis

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We all live in constant consumption, continuous change and busy lives. Deep discussions on challenging and interesting topics don’t frequently present themselves to us. This is our curiosity crisis.

We believe the path to becoming a polymath comes from continuous curiosity and discussion.

The Curiosity Crisis Podcast hopes to keep us intrigued about the world around us and share that information in an accessible way.

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Website:
https://www.curiositycrisis.com/

19 Episodes
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Cam hikes, travels and inspires others for a living. He has hiked some of world’s most amazing treks, including the Te Aroha in New Zealand, Mount Kilimanjaro in Tanzania, Lebuche East and Island Peak in the Himalayas. He has amassed a following of over a quarter million on Instagram and has become a fulltime content creator and hiker.He lives a unique life that sounds wild to most, yet Cam is one of the most down to Earth guys we know, and is a friend of the show. We couldn’t pass up th...
Dylan is a renewable energy engineer who left the Energy Industry to pursue entrepreneurship. He went to the Ignite Program at Stanford Graduate school of Business and has founded a sustainable equipment lending company called Lendecon. We unpack this journey into the unknown with Dylan and discover the key takeaways gained from his couple of months at Stanford. Dylan is a friend of the show and someone we've been patiently waiting to have on the show when he returned to Australia from S...
Part 2 of the chat with Blake Burton - delving into his investing journey. We discussed his personal investing philosophies, asset classes and how he differentiates opportunities, to best apply his time. We went deep on his experience in private equity - particularly the story of his investment into Intercast Australia, a local non-ferrous metals foundry, that he bought into, modernised and optimised.
Blake started his professional career with PwC in 2011. He went on to become the co-founder of Perth’s largest privately owned web hosting company, Netorigin in 2014, before he took the business to a successful trade sale to Ventra-IP in 2019. Since then, Blake has done a lot and, he’s only 31. His most active role is as the Managing Director for Adisyn or (AI1), an ASX-Listed Data Solutions business. He also holds a directorship with Fieldd, a fast growing SAAS business in the US, and c...
We delve into the world of speculative (speccy) investing with Dan Wimmer, an experienced investor known for his bold approach to the market. Dan shares his personal journey into speculative investing, reflecting on his first forays into this high-risk, high-reward realm. We explore the psychology behind investing in speculative stocks, uncovering Dan's strategies for managing risk, and navigating market volatility, staying the course and investing with conviction. We often say there is ...
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-m...
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 simp...
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.
AI is everywhere. It seems like the biggest buzzword of 2023. Most of the world's working professionals have probably been exposed to AI in one form or the other, and many may be unsure where to start. We get Luke to leverage his computer science degree to explain artificial intelligence in layman's terms, including the basics, AI History, Use Cases and a How-to-start guide.
We break down the energy transition simply in terms of the challenge at hand and the problem(s) that needs to be solved. Avoiding politics, we look at the energy transition to 'net-zero' in terms of technology and with an economic lens. The aim is that you'll leave with better context and a more clear understanding of what it will take to get to 'net-zero'. Some concepts to discuss at your next dinner party - let us know if you come up with any solutions!
Luke talks about his investing philosophy and how it has influenced his perception of risk. He explains what he's looking at and why in a somewhat unique take on the market.
Khush dives into his investing philosophy, method and thinking about markets, including some of his favourite companies and what he thinks will and won't change in the future of markets.
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