I love forward to engaging with you. My passion for the history of America, capitalism, democracy and technical disruption are key insights you reference
Terrific video, thank you Mr. Colas. I watched your two appearances on The Compound podcast which then prompted me to seek you elsewhere - and I'm glad I did. I'm happy with my stock picking gains of the year, but they're mostly strokes of luck if anything. You make a sobering argument that indexing is the way to go for most of us who are busy with our lives yet don't want to miss the gains train.
Great episode. However, I would kind of argue with the Bitcoin part. I worked at one of the big crypto companies. The business model was…different. Also, what about Tesla? They’re disrupting the auto industry, but came at it from the high end. (The Roadster, the Model S, Model X, etc., before going down the value chain to the Model 3).
Good refresher on innovation. IBM may be the most classic case of being dominant in mainframes, almost winning with PCs and then losing big to lower cost upstarts like Compaq. Apple could be the ultimate outlier as it's hard to imagine them losing their dominance even with plenty of lower cost alternatives in phones/tablets. Microsoft may have won the innovators dilemma with their ability to generate new business lines (Azure) even while failing epically in other areas (smart phones). Also shows how important management is when it comes down to an organization remaining relevant. Indexing truly is the free lunch but the downside is that its boring as hell.
Hopefully I won't be late for the next Tesla party🎉 re energy distribution and alternative labour. Tesla getting some serious negativity at the moment - I'm in process of changing my retirement savings regime from heavy residential property.
I understand Clayton main hypothesis wrt low end of market but that either fails or is erroneous!!! Tesla motors started at high end. Computers, planes, long distance voice start high and then go down the cost curve. You need to under the product , market, competition and have a sound strategy. See Michael Porter Bezos, jobs, gates, musk all are masters if you want case studies. They pivot at a high velocity!!!
Who else is here because he/she watched Nick Colas on the Compound and Friends? :)
The only market commentator that I listen to
Congratulations on your channel. You guys are doing terrific work.
Thanks very much, we appreciate your support!!
I love forward to engaging with you. My passion for the history of America, capitalism, democracy and technical disruption are key insights you reference
Great video Mr. Colas!!
Thank you!!
This channel rocks already. I got the links off ZH.
Thank you!
Terrific video, thank you Mr. Colas. I watched your two appearances on The Compound podcast which then prompted me to seek you elsewhere - and I'm glad I did. I'm happy with my stock picking gains of the year, but they're mostly strokes of luck if anything. You make a sobering argument that indexing is the way to go for most of us who are busy with our lives yet don't want to miss the gains train.
Thanks very much for your interest in our work and support! Happy to help!
Really good, very thought-provoking.
Yep, I enjoyed it. Thanks.
Thank you!
Great episode.
However, I would kind of argue with the Bitcoin part. I worked at one of the big crypto companies. The business model was…different.
Also, what about Tesla? They’re disrupting the auto industry, but came at it from the high end. (The Roadster, the Model S, Model X, etc., before going down the value chain to the Model 3).
Good refresher on innovation. IBM may be the most classic case of being dominant in mainframes, almost winning with PCs and then losing big to lower cost upstarts like Compaq. Apple could be the ultimate outlier as it's hard to imagine them losing their dominance even with plenty of lower cost alternatives in phones/tablets. Microsoft may have won the innovators dilemma with their ability to generate new business lines (Azure) even while failing epically in other areas (smart phones). Also shows how important management is when it comes down to an organization remaining relevant. Indexing truly is the free lunch but the downside is that its boring as hell.
Mini University of Chicago lectures…you’re the disrupter here…Thx.
@@lizlemon9632 thanks very much for watching!!
Well done and informative
Thank you!
Fantastic!
Saw a couple Nick Colas episodes on The Compound and found this channel from the latest one. Hope it gains traction so more content will be put out.
Thank you, we'll put another video out soon!
In the meantime you can get our thoughts every day in The DataTrek Morning Briefing by signing up for a free trial at datatrekresearch.com 😀
Thank you. Love it.
Thank you!!
Sears sold houses in kit form.
My house it was Montgomery Ward catalogue. Epic
Hopefully I won't be late for the next Tesla party🎉 re energy distribution and alternative labour. Tesla getting some serious negativity at the moment - I'm in process of changing my retirement savings regime from heavy residential property.
I understand Clayton main hypothesis wrt low end of market but that either fails or is erroneous!!! Tesla motors started at high end. Computers, planes, long distance voice start high and then go down the cost curve.
You need to under the product , market, competition and have a sound strategy. See Michael Porter
Bezos, jobs, gates, musk all are masters if you want case studies. They pivot at a high velocity!!!
Bit coin baby