Aug 30
TIP842: Comfort Systems USA (FIX): The Five-Bagger We Passed On w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley revisit Comfort Systems USA, a business Shawn originally passed on at $320 that has since appreciated fivefold due to explosive data center spending. The company shattered original projections, with accelerating organic growth, e ... Show More
1h 19m
Aug 27
TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus’s A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growi ... Show More
1h 14m
Jul 2024
MI361: Poor Charlie's Almanack w/ Shawn O'Malley
In today’s episode, Patrick Donley (@JPatrickDonley) sits down with Shawn O’Malley, Chief Editor of our newsletter, We Study Markets, to discuss what his main takeaways were from doing a deep dive into the wit and wisdom of Charlie Munger from Poor Charlie’s Almanack. You’ll lear ... Show More
44m 4s
Aug 2025
Corporate Finance Explained | The Psychology of Financial Decision Making
You've spent days building a perfect financial model, yet something about the final decision just feels "off." The numbers don't lie, but our own brains can quietly lead us astray. In this episode of FinPod, we dive deep into the world of cognitive biases and reveal how these hid ... Show More
13m 42s
Sep 2025
Fear, Greed, and You: Psychology of Money Explained
Ever sold too soon or held on too long? You’re not alone. The psychology of fear and greed drives markets, leading investors to make costly mistakes. In this episode of Talking Wealth, Dale dives into the fascinating world of behavioural finance to explain how psychology influenc ... Show More
55m 13s
Dec 2019
Overcoming Cognitive Biases (PMs Are People, Too!) by fmr Masterclass VP of Product
We, as human beings, are all subjects of different biases whether we're conscious of it or not. They can interfere with our personal and professional life leading to wrong decision making. In this episode we have a special guess Ken Sandy, fmr VP of Product at Masterclass, who wi ... Show More
26m 50s
Oct 2016
Trading Your House For A Tulip, Your Love Life, And What It All Has To Do With Making Better Financial Decisions with Dr. Daniel Crosby
In this episode we explore how you can learn from dating mistakes to make better financial choices, the most expensive words in investing (and how you can avoid them), why highly qualified experts are wrong more than 94% of the time, the importance of focusing on process vs outco ... Show More
46m 4s
Oct 2023
Making Better Decisions, The Sophomore Jinx, & The Illusion of Objectivity with Dr. Richard Nisbett
In this episode we discuss the errors people make in their reasoning and how to correct them, we explain a number of statistical principles to help sharpen your thinking and make you a better decision maker, why every $1 spent on a “scared straight” program creates $400 of cost f ... Show More
50m 34s
On today’s episode, Kyle Grieve discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment, and unpacks all 25 of his cognitive biases that often lead even the most intelligent people to make poor decisions. Drawing from Poor Charlie’s Almanack, Kyle explores how these psychological tendencies—like incentive-caused bias, social proof, a ... Show More
