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Think Like Munger: Systems, Inversion, and the Lollapalooza Effect

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Manage episode 479825430 series 3662156
Content provided by Arie van Gemeren. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arie van Gemeren or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Charlie Munger wasn’t just Warren Buffett’s right-hand man — he was a builder of mental systems, a student of history, and a principled real estate investor.

In this episode of The Timeless Investor Show, we explore the timeless lessons Munger left behind:

  • The power of multidisciplinary thinking
  • The “mental models” Munger used to filter reality
  • The principle of inversion — and why solving for failure matters
  • How the Lollapalooza Effect explains bubbles, pandemics, and real estate mania
  • Why Munger loved real estate — and how he approached investing in it

We also talk about how modern tools like AI (when used wisely) can help investors today think more clearly — and how timeless principles still matter more than ever.

If you're trying to become a better investor, thinker, or leader — this one’s for you.

📚 Book referenced: Poor Charlie’s Almanack
🔗 Newsletter: The Timeless Investor Newsletter

Get Timeless Wealth Here

  continue reading

3 episodes

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iconShare
 
Manage episode 479825430 series 3662156
Content provided by Arie van Gemeren. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Arie van Gemeren or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Charlie Munger wasn’t just Warren Buffett’s right-hand man — he was a builder of mental systems, a student of history, and a principled real estate investor.

In this episode of The Timeless Investor Show, we explore the timeless lessons Munger left behind:

  • The power of multidisciplinary thinking
  • The “mental models” Munger used to filter reality
  • The principle of inversion — and why solving for failure matters
  • How the Lollapalooza Effect explains bubbles, pandemics, and real estate mania
  • Why Munger loved real estate — and how he approached investing in it

We also talk about how modern tools like AI (when used wisely) can help investors today think more clearly — and how timeless principles still matter more than ever.

If you're trying to become a better investor, thinker, or leader — this one’s for you.

📚 Book referenced: Poor Charlie’s Almanack
🔗 Newsletter: The Timeless Investor Newsletter

Get Timeless Wealth Here

  continue reading

3 episodes

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