In this engaging conversation, CJ Gustafson shares his unique approach to business and writing, emphasizing the importance of being approachable and authentic. He discusses his journey of discovering product-audience fit, the balance between cash and equity businesses, and the significance of building relationships within the community. The discussion also touches on the impact of AI on business efficiency, the challenges of buying existing businesses, and the importance of obsession in entrepreneurship. Ultimately, CJ highlights the need for work-life integration and the joy of pursuing one's passions while creating value for others. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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1:27:51
From East to West: Louis Vincent Gave on Investing, Resilience, and China’s Rise
Join us as we sit down with Louis Vincent Gave, CEO of Gavekal, a leading financial research and fund management firm known for its East-West perspective. In this episode, recorded just weeks after Trump’s inauguration, Louis dives into the shifting global landscape - from a multipolar world and U.S. dominance to China’s industrial leapfrog over the West. With his unique vantage point from Hong Kong, Beijing, and beyond, Louis shares insights on macro investing, raising resilient kids in an AI-driven future, and why he bets on the renminbi and Brazilian markets. Plus, hear his take on must-read books like Parkinson’s Law and The General Theory of Portfolio Construction from his father’s work. Whether you’re an investor, parent, or global thinker, this conversation is packed with wisdom and wit!PS.: Only after the recording did we realize that the audio quality of Louis's track was poor. We used AI to enhance it - this made the audio useable but some distortions are noticeable. We kindly ask you to excuse us. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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1:33:29
Why Chasing Comfort Is Killing Your Potential - Swen Lorenz Lays It All Out
Swen Lorenz shares his unique journey as an investor, entrepreneur, and writer, emphasizing the importance of contrarian thinking, networking, and pursuing freedom. He discusses his early interest in investing, the value of non-traditional education, and the lessons learned from both successes and failures in his career. Swen also highlights the significance of building relationships and the opportunities available in cities like London, as well as his experiences living on the island of Sark. The discussion culminates in insights about the current investment landscape and the upcoming Weird S**t Investing Conference.Chapters00:00 Introduction to Swen Lorenz and His Journey03:51 The Importance of Taking Risks and Networking06:29 Education vs. Real-World Experience09:40 The Role of Freedom and Independence in Career Choices12:37 Establishing a Productive Routine15:25 The Impact of Location on Opportunities18:45 Building a Community and Networking Effectively21:21 Entrepreneurship: The Reality Behind the Glamour24:27 The Value of Consistency in Content Creation27:33 Weird S**t Investing: A Unique Investment Conference30:48 The Power of Contrarian Thinking in Investing46:23 Event Exclusivity and Vetting Process47:25 Investment Beliefs and Market Overvaluation50:17 The Value of Risk and Entrepreneurship53:19 AI and Originality in Investment Ideas55:17 Lessons from a $7 Million Failure57:53 Building a Network and Online Presence59:17 Reflections on the Conversation This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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1:09:28
Family, Freedom and Finance: Becoming unstoppable with Luke Gromen
In this episode, Lovis and Jason sit down with Luke Gromen to explore the intersection of family, freedom, and finance, drawing on Luke's transformative journey from his formative Boy Scout experiences to his rise as a leading macroeconomic thinker and founder of FFTT, LLC. The conversation delves into the lessons Luke learned navigating the 2008 financial crisis, the pivotal decision to embrace creative control in his career, and the profound influence of mentorship and family on his personal and professional success. With reflections on resilience, the evolving global economy, and the balance between independence and responsibility, this episode offers a deeply personal and thought-provoking look at what it means to live life on your own terms.TakeawaysThe balance between risk-taking and safety is crucial.Experiences in the Boy Scouts taught resilience and survival skills.Creative control in business allows for authentic expression.The 2008 financial crisis reshaped economic understanding.COVID-19 accelerated changes in economic dynamics.Maintaining freedom requires a balance between systems.Mentorship plays a vital role in personal development.Choosing the right partner is essential for success.Family and relationships provide the richest experiences in life. Flexibility in thinking is key to navigating challenges.Chapters00:00 Introduction and Background02:25 Formative Experiences and Lessons from Boy Scouts05:18 Parental Influence and Risk Management07:56 Transitioning to Professional Life11:00 The Impact of 2008 Financial Crisis13:44 Starting FFTT and Creative Control16:35 Navigating Macro Trends and Market Changes19:39 The Evolution of Economic Dynamics Post-COVID22:13 Personal Reflections on Freedom and Technology25:15 Advice for Freedom-Minded Individuals28:04 The Future of Economic Systems and Global Relations48:27 The Impact of Technology on Financial Freedom51:06 Mentorship and Personal Growth53:40 Investments Beyond Career: Family and Fitness56:31 The Importance of Choosing the Right Partner59:40 Family as an Asset01:01:15 Navigating Life's Choices and Luck01:02:12 Closing Thoughts and Future Aspirations This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
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1:11:20
Episode 11: BJJ, Bali, and Big Returns: Inside Trader Ferg’s Contrarian Journey
In this engaging conversation, Ferg shares his unconventional journey from a sheep and beef farm in New Zealand to living a fulfilling life in Bali as a contrarian investor. He discusses his transition from traditional asset management to trading, the importance of finding value in hated sectors, and his insights on the current market landscape. Ferg emphasizes the significance of family, freedom, and community, while also addressing the realities of renewable energy and the investment opportunities in China. His passion for Brazilian Jiu-Jitsu (BJJ) serves as a metaphor for his approach to life and investing, highlighting the balance between physical and mental challenges.Check out Ferg's Substack at: traderferg.substack.comTakeawaysFerg transitioned from farming to finance after realizing the unpredictability of agriculture.He found inspiration in a mentor who taught him about investing in hated sectors.Living in Bali allowed Ferg to manage his own investments and enjoy a lower cost of living.Ferg emphasizes the importance of family and spending quality time with loved ones.He believes in the value of transparency and sharing mistakes in the investment community.Ferg's investment strategy focuses on finding value in unloved sectors and contrarian opportunities.He discusses the challenges of relying solely on renewable energy sources.Ferg sees potential in the Chinese market despite negative sentiment.His approach to investing is influenced by his experiences in Brazilian Jiu-Jitsu.Ferg believes that personal development and physical fitness are crucial for mental clarity.Chapters00:00 Ferg's Journey: From New Zealand to Bali 11:05 Investing Philosophy: Contrarian Insights and Market Strategies 20:32 The Coal Debate: Economic Realities vs. Environmental Concerns 21:32 The Energy Crisis in Germany 26:56 The Challenges of Renewable Energy 32:17 The Illusion of Energy Transition 36:04 Finding Freedom in Lifestyle Choices 40:49 Building a Community Through Authenticity 49:11 Investment Strategies and Market Insights 01:00:06 China's Rise and Global Manufacturing Dynamics 01:02:13 The Complexity of US-China Relations 01:04:00 Investment Perspectives on Chinese Stocks 01:06:24 The Impact of Passive Investing on Market Dynamics 01:08:15 The Role of BJJ in Personal and Professional Life 01:12:13 Navigating Market Volatility and Personal Well-being 01:14:29 Introduction to Ferg's Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.thecoveredcallpod.com
Attention Freedom Seekers: We are freedom researchers discovering how to be free in an increasingly unfree world. We share stories of entrepreneurs and investors who embrace volatility to increase their independence, hone in on opportunities, and inspire a shared vision that anything is possible. podcast.thecoveredcallpod.com
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