In 2020, I had a Zoom meeting with Matthew Piepenburg of Signals Matter. Even though it was a private discussion, there was so much value in our discussion we decided to share parts of it online.
Four years later, I still think it's a great watch.
While Matt evaluates markets based on Macro/Value investing, I'm much more interested in advanced AI and quantitative methods.
As you might expect, there are a lot of differences in how we view the world, decision-making, and the market. Nonetheless, we share a lot of common beliefs as well.
Our talk explores several interesting areas and concepts. I encourage you to watch it below.
Even though this video is four years old, the lessons remain true – markets are not the economy, and normal market dynamics have been out the window for a long time. In addition, part of why you're seeing increased volatility and noise is because there are so many interventions and artificial inputs to our market system.
While Matt and I may approach the world with very different lenses, we both believe in "timeless wisdom".
Ask yourself, What was true yesterday, today, and will stay true tomorrow?
That is part of the reason we focus on emerging technologies and constant innovation … they remain relevant.
Something we can both agree on is that if you don't know what your edge is … you don't have one.
Hope you enjoyed the video.
Let me know what other topics you'd like to hear more about.
Onwards!
Leave a Reply