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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#1324 Sam McLemore on How To Invest Billions Of Dollars Intelligently

The Pomp Podcast