#035 - Rational Musings: Principles for Investing, Business, Life and Learning: How to Approach Building Your Personal Principles with Rational VC

rational vc

On the latest Rational Musings, Iman and Cyrus discuss their favourite principles, spanning investing / business, life and learning. In this Lindy episode, they go deep and share their rational thinking on a list of 116 principles as outlined by Junto Investments.

You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/CSKMJ_rZpt8

Material referenced:

Junto Principles: https://junto.investments/principles/

Odin: https://joinodin.com/

Iman video first principles: https://www.youtube.com/watch?v=pPv4DWkamM8&t=1s

Cyrus essay on angel investing: https://www.rationalvc.com/articles/angel

Iman essay on contrarianism: https://www.rationalvc.com/articles/contrarian

Cyrus essay on financial minimalism: https://www.rationalvc.com/articles/minimalism

Nassim Taleb barbell strategy: https://www.investopedia.com/articles/investing/013114/barbell-investment-strategy.asp

Buffett's bet: https://www.investopedia.com/articles/investing/030916/buffetts-bet-hedge-funds-year-eight-brka-brkb.asp#:~:text=In%202008%2C%20Warren%20Buffett%20issued,Bloomberg%20op%2Ded%20in%20May.

Naval and Nivi Spearhead: https://podcastnotes.org/spearhead-with-naval-ravikant-and-babak-nivi/spearhead-naval-ravikant-babak-nivi/

Babe Ruth effect VC: https://a16z.com/2015/06/08/performance-data-and-the-babe-ruth-effect-in-venture-capital/

Aaron Clarey Asshole Consulting: https://assholeconsulting.com/

Jamie Dimon China: https://www.nytimes.com/2021/11/24/business/jamie-dimon-china.html

Nassim Taleb Dimon tweet: https://twitter.com/nntaleb/status/1463863377860743173

Chamath Stanford lecture: https://www.youtube.com/watch?v=FWAKL8G1lkg

Cal Newport boredom article: https://www.calnewport.com/blog/2009/02/04/have-we-lost-our-tolerance-for-a-little-boredom/

Ray Dalio principles: https://www.youtube.com/watch?v=B9XGUpQZY38

--

Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. ---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.