rational vc

Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better investors and operators. For the curious-minded seeking Worldly Wisdom. Join 3,000+ others by subscribing @ rationalvc.com to get free access to essays and exclusive content.

For the video version of this episode click here.

Timestamps:

(00:00) Intro

(11:39) Antifragile definition

(19:13) Introduction to the core concepts

(22:04) Hormesis, naïve interventionism, iatrogenics

(33:55) Peter Kaufmann and Charlie Munger

(35:57) Modernity, Switzerland, political systems

(55:21) Concavity vs Convexity and Black Swans

(1:07:30) FU Money and wealth

(1:13:12) Optionality and wealth

(1:21:47) Barbell strategy

(1:43:02) Rational Flaneur

(1:47:23) The Lindy Effect

(2:01:22) Raising antifragile kids

(2:12:19) Green Lumbar fallacy

(2:23:53) Signal vs Noise

(2:29:00) Via Negativa

(2:51:07) Ethics of Antifragility and Skin in the Game

(2:57:36) Deep dives and quotes

(3:35:32) Closing thoughts

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Our website (all essays and podcasts): rationalvc.com
Our investment fund: rational.fund
Cyrus' Twitter: x.com/CyrusYari
Iman's Twitter: x.com/iman_olya

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Links mentioned in the episode:

Cyrus referenced Tweets:
https://x.com/CyrusYari/status/1792279103862681603
https://x.com/CyrusYari/status/1757715505819906419
https://x.com/CyrusYari/status/1679174178195353600

Peter Kauffman Rational VC episode:
https://www.youtube.com/watch?v=kMiOFC07X8M&t=8s

The Black Swan episode:
https://youtu.be/HVGJQ25Cr2k?si=8b2DPBPX80Pgbgag

Vizi Andrei:
https://twitter.com/viziandrei

Daniel Vassallo:
https://twitter.com/dvassallo

Cyrus essay on Angel Investing (incl. Barbell Investing):
https://www.rationalvc.com/articles/angel

WhosAria Bars of Wisdom newsletter:
https://www.barsofwisdom.com

Fat Tony's Community:
https://fattonys.net/

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Disclaimer: The materials provided are solely for informational or entertainment 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).

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