Kuppy has been a great friend to Chase since he started PMR. This week they discuss position sizing, what inflection investing really means, how to spot the convergence of cyclical and secular tailwinds, and most importantly, how getting away from the markets allows you to express your trades more effectively. Kuppy's approach to investing is bold, well researched, and decisive. We also discussed how he decided to stop missing stuff with the inception of Kuppy’s Event Driven Monitor (KEDM).

This week’s episode features another one of Chase’s greatest mentors, Kevin Muir. Kevin is a prototype of the kind of investor we’re trying to highlight on this podcast. He’s a markets scientist who isn’t afraid to explore new ideas and find himself wrong after that process. His open-mindedness has led him to some great theories that we explore in more detail in this episode.

Our inaugural episode highlights Chase's long-time mentor and friend, Brent Johnson. Brent Johnson is the founder of Santiago Capital and has more than 20 years of experience in finance. Chase and Brent discuss systems thinking, how they draw inspiration from people smarter than themselves, and how removing your own biases is a learned skill required to operate in the markets.

Welcome to our new podcast!