What Got You There With Sean Delaney

Chris Begg is the founder and CIO of East Coast Asset Management and an Adjunct Associate Professor at Columbia Business School, where he teaches Security Analysis in Ben Graham's seat. This is one of the most original and wide-ranging conversations I've had on this podcast. Read the full written distillation: whatgotyouthere.com/the-distillation-of-chris-begg In this conversation we go deep on graph theory as a general principle for identifying the greatest compounders of the next 30 years, a word Chris coined called "Compressence" (compressing something to its essence), the simplicity on the other side of complexity, how Chris and his team built an AI analyst called Faraday in six weeks, his framework for navigating clouds of uncertainty, Value 3.0 and where the frontier of value investing is heading, the danger of putting circles around things you think you understand, three-month immersive deep dives as a learning method, right brain and left brain integration through the work of Ian McGilchrist, Lila a