#1324 Sam McLemore on How To Invest Billions Of Dollars Intelligently
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 11 March 2024
⏱️ 57 minutes
🧾️ Download transcript
Summary
Sam McLemore is the Founder and CIO at Patient Capital Management. In this conversation, we talk about time arbitrage, volatility, 3 sources of edge, lessons from Bill Miller and other great investors, independent thinking, bitcoin, macro, technology stocks, and more.
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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Transcript
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| 0:00.0 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp |
| 0:07.7 | podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, |
| 0:21.1 | and tell your friends and family about the podcast. My goal is to help millions learn from the |
| 0:26.5 | world's most interesting people. So let's get in to today's episode. Today's episode is with |
| 0:32.3 | Sam McLemore, founder and CIO at Patient Capital Management. Sam shares in this conversation, |
| 0:38.7 | Time Arbitrash, her thoughts on volatility, the three sources of edge, Mosaic Theory, |
| 0:43.5 | how there are two speeds in this business, why Bill Miller always taught her to compare, |
| 0:48.0 | compare, compare, how she thinks about independent thinking, emotional stability, |
| 0:51.8 | understanding of institutional and individual actions, |
| 0:54.7 | then what one of the laws of markets being prices follow revisions of expectations, and much, |
| 1:00.2 | much more. Sam is one of the great investors in public markets today. She's been doing this for a long |
| 1:05.5 | time. She has worked with some of the greats across the finance industry, and she holds nothing |
| 1:09.9 | back in this conversation. |
| 1:11.5 | Sam does a fantastic job of letting us into her process and helping us explain exactly how she |
| 1:17.2 | invest capital today. Here is my conversation with Sam McLemore. |
| 1:23.1 | Anthony Pompliano runs pomp investments. All views of him and the guests on his podcast are |
| 1:28.6 | solely their opinions and do not reflect the opinions of Pomp investments. You should not treat any |
| 1:33.5 | opinion expressed by Pomp or his guest as a specific inducement to make a particular investment |
| 1:38.6 | or follow a particular strategy, but only as an expression of his personal opinion. This podcast |
| 1:43.9 | is for informational |
| 1:45.1 | purposes only. Today's episode is brought to you by Base. Base is making it their mission |
| 1:50.9 | to bring a billion people on chain. What exactly is base? It's a layer two offering a seamless |
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