TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve
Description
On today’s episode, Kyle Grieve discusses how mental models from physics, chemistry, and biology can give investors and business leaders sharper decision-making tools. He’ll explore how applying these frameworks helps to identify opportunities, avoid risks, and build lasting advantages.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:06 - How relativity helps investors see opportunities from different perspectives.
07:33 - Why inertia reveals which businesses stay great or stuck over decades.
09:29 - How momentum creates powerful flywheels in business and investing.
23:22 - When leverage accelerates growth or dangerously magnifies risk.
29:13 - How catalysts can rapidly unlock an investing thesis.
35:50 - Why ecosystems multiply value from a single input change.
41:52 - How niche strategies create outsized business advantages.
52:50 - Why honest versus dishonest signals matter for investors.
01:00:19 - How misaligned incentives quietly increase investment risk.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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This episode of the Acquirers podcast also discussed the fish that you mentioned in Jake's veggies segment. https://castbox.fm/vb/842682975 Good stuff!
I'm always the greater fool when it comes to story stocks! That's why I tend to avoid them now unless there are compelling metrics outside of confirmation bias. Of course by the time the compelling metrics are revealed to the likes of me, much of the margin of safety has been taken by the sophisticated investors.