This interview podcast features Kyle Grieve interviewing Andrew Martin, a fund manager with a PhD in astrophysics, about his investment strategies. The conversation covers Martin's impressive investment track record (38% annual return since 2019), his use of physical cues to identify investment opportunities, and his unique approach to identifying catalysts for stock price movements. Specific examples like his investment in McCoy Global, an oil drilling tech company, and his contrarian approach to investing in overlooked markets (e.g., East Asia) are discussed. Listeners gain insights into Martin's methods for combating biases, managing liquidity in a fully invested portfolio, and identifying inflection points in businesses, ultimately learning how to improve their own investment decision-making.
