Curiosity Crisis Podcast

Dylan is a renewable energy engineer who left the Energy Industry to pursue entrepreneurship. He went to the Ignite Program at Stanford Graduate school of Business and has founded a sustainable equipment lending company called Lendecon. We unpack this journey into the unknown with Dylan and discover the key takeaways gained from his couple of months at Stanford. 

Dylan is a friend of the show and someone we've been patiently waiting to have on the show when he returned to Australia from Stanford!

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https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

Part 2 of the chat with Blake Burton - delving into his investing journey. We discussed his personal investing philosophies, asset classes and how he differentiates opportunities, to best apply his time. 

We went deep on his experience in private equity - particularly the story of his investment into Intercast Australia, a local non-ferrous metals foundry, that he bought into, modernised and optimised. 

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

Blake started his professional career with PwC in 2011. He went on to become the co-founder of Perth’s largest privately owned web hosting company, Netorigin in 2014, before he took the business to a successful trade sale to Ventra-IP in 2019. 

Since then, Blake has done a lot and, he’s only 31. His most active role is as the Managing Director for Adisyn or (AI1), an ASX-Listed Data Solutions business. He also holds a directorship with Fieldd, a fast growing SAAS business in the US, and closer to home has invested via an active stake, in Intercast Australia - a Perth-based non-ferrous metals foundry. 

We delve deep into his founder story in Part 1, a fascinating story filled with business gems of wisdom.

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

We delve into the world of speculative (speccy) investing with Dan Wimmer, an experienced investor known for his bold approach to the market. Dan shares his personal journey into speculative investing, reflecting on his first forays into this high-risk, high-reward realm. We explore the psychology behind investing in speculative stocks, uncovering Dan's strategies for managing risk, and navigating market volatility, staying the course and investing with conviction. 

We often say there is no one way to invest successfully. Join the ride and hear Dan’s story of the exciting, stressful, rewarding and frustrating world of speculative investments. 

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

Learn how to be a better thinker.

Mental models are frameworks or structures that help individuals understand, analyze, and navigate the world around them. They are essentially cognitive tools that simplify complex situations, allowing us to make better decisions, solve problems, and interpret information more effectively.

We go through a range of mental models, the theory and context around them, and how you can try to implement them in your day to day life. 

https://fs.blog/books/mental-models-vol1/

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

We talk a lot about decarbonisation and how companies will need to be at the forefront of it. Fortescue have been very public and vocal about transitioning from an Iron Ore Company into a Global Integrated Green Technology, Energy and Metals Company. We delve into how they are doing this, and whether or not it is a trailblazing change, or just marketing.

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

A deep dive into Coinbase, the crypto industry and our thesis on the company, including the bear case risks. Over the past 2 years the case for Coinbase has become very interesting and we detail the company's evolution, strengths, growth areas and the overall case for investment while still covering some of the downside risks.

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

Pretty self explanatory. A fun episode looking back at some of the big things that happened in 2023 and some wild guesses for 2024. 
Some of which already came true :o

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

The boys developed something called the 10 minute thesis. The idea is to pitch something for investing or convey some knowledge and compact it down to just 10 minutes. 

It originated from the 1 hour thesis which was a technique Luke and Khush had previously used where all research had to be conducted within an hour. Stripping away the research limitation but keeping a presentation cap creates an interesting overview on topics can be engaging even while remaining concise.

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/

What actually goes into making a podcast?

Reflecting on the journey so far we look at what has been involved in making a podcast. Luke compares how it has been as his second time co-hosting a podcast and identifying lessons learnt.

We dive into the physical setups, content planning and generation, the act of recording, producing and distributing the content. 

Instagram:
https://www.instagram.com/curiositycrisispodcast/

LinkedIn
https://linkedin.com/company/curiosity-crisis-podcast

Website:
https://www.curiositycrisis.com/