Chris Begg — An Investor's Search for What's Timeless, Beautiful, and True

Chris Begg, founder of East Coast Asset Management, explores the integration of play, spaciousness, and rigorous analytical frameworks into both life and the craft of investing. Central to his philosophy is the concept of "Leela," or eternal play, which informs his approach to navigating market complexity and high-consequence decision-making. Begg details his transition toward "Value 3.0," a methodology that leverages AI agents and first-principles thinking to identify unrecognized simplicities within disruptive sectors like autonomous driving and robotics. By balancing left-brain analytical depth with right-brain holistic context, he emphasizes the importance of patience, long-term compounding, and maintaining an "edge node" perspective. Ultimately, the conversation highlights the necessity of designing a life that prioritizes presence and creative expression, treating the journey of one's craft as the destination itself rather than a means to an end.