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The Blip

By: by Ronan McGovern
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  • Summary

  • Building. learning. investing. philosophising.

    ronanmcgovern.substack.com
    Ronan McGovern
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Episodes
  • July 2022: Twins, Renewables and a Better Berkshire

    July 2022: Twins, Renewables and a Better Berkshire
    Aug 18 2022

    Timestamps:

    0:00 Intro

    0:45 The case for 100% Renewables

    12:50 Nature vs Nurture: An Intro to Twin Adoption Studies

    29:28 Finding something better than Berkshire Hathaway

    Episode/Newsletter Notes:

    The case for 100% Renewables

    * Noah Smith’s piece on solar + wind as the future of energy (Tweet thread, Paywalled article).

    * My piece earlier this year on the challenges of high amounts of renewables.

    Nature vs Nurture: An Intro to Twin Adoption Studies

    * Blueprint by Robert Plomin.

    * Podcast/debate with Robert Plomin interviewed by Seth Barry.

    * Gattaca - movie. (Nothing to do with twin adoption studies. Rather, about a society where people are put into classes by DNA).

    Finding something better than Berkshire Hathaway

    * Berkshire Hathaway’s Website.

    * My article on the (society wide) problems with passive investing.



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    44 mins
  • Cosmetic Surgery for Everyone Else

    Cosmetic Surgery for Everyone Else
    Jul 5 2022



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    9 mins
  • Twitter Trade Episode 4: Game Theory and Fudge

    Twitter Trade Episode 4: Game Theory and Fudge
    May 14 2022

    Disclaimer: Investment ideas or actions discussed are not advice or recommendations. Do your own research. Markets are wild right now. Making trades is risky.

    Episode Links:

    * An example of how copy-pasted tweets have come to dominate SEC filings.

    * SEC filing showing a list of investors with allocations in the Twitter deal.



    This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ronanmcgovern.substack.com/subscribe
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    19 mins
Leadership Economics
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