IN THIS EPISODE, YOU’LL LEARN:

• How relativity helps investors see opportunities from different perspectives.
• Why inertia reveals which businesses stay great or stuck over decades.
• How momentum creates powerful flywheels in business and investing.
• When leverage accelerates growth or dangerously magnifies risk.
• How catalysts can rapidly unlock an investing thesis.
• Why ecosystems multiply value from a single input change.
• How niche strategies create outsized business advantages.
• Why honest versus dishonest signals matter for investors.
• How misaligned incentives quietly increase investment risk.
• And so much more!

 

 

 

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

 

[00:00:00] Kyle Grieve: Have you ever wondered if the secrets to smarter investing might be hidden in some overlooked scientific principles? Today I’ll be sharing several of my favorite metamodels from physics, chemistry, and my personal favorite biology. These have helped mightily in my understanding of specific businesses and business models.

[00:00:17] Kyle Grieve: The best part, you don’t need a PhD to use them. All you need is an understanding of what they are and how to apply them to solve problems. We’ll explore how relativity can reveal perspectives that other investors miss. How momentum applied to a business’ fundamentals helps you spot whether a company is improving or deteriorating, and how distinguishing between honest and dishonest signals can help you cut through the noise of the markets.

[00:00:41] Kyle Grieve: And that’s just the beginning. This episode is for investors who want to make more rational decisions, business leaders who want to build stronger companies, and really anyone curious about applying timeless scientific principles to investing business and life. Now let’s get right into this week’s episode on mental models from chemistry, physics, and biology.

[00:01:04] Intro: Since 2014 and through more than 180 million downloads, we’ve studied the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Kyle Grieve.

[00:01:28] Kyle Grieve: Welcome to The Investor’s Podcast. I’m your host, Kyle Grieve, and today we’ll discuss three broad scientific concepts and their underlying mental models. I’ll be referencing many from the great mental models, volume two by Shane Parrish, which focuses on three, like I said, areas of science, which are physics, chemistry, and biology.

[00:01:47] Kyle Grieve: And I’ll be adding a few personal favorites as well from these three areas of science throughout the episode. So. We’ll focus mainly on what these models are and how we can use them in the context of investing. We’ll start with physics, the move to chemistry, and then finish with biology. My personal favorite area of science from which to pick up mental models.

 

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