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Mike's Notes

Mike's Notesthewaiterspad.com
Mike's notes, in audio.
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Episodes

3 ERE ideas

Early Retirement Extreme by Jacob Fisker http://amzn.to/2tnUNJ1 1. Reframe where you are. 2. The more you know the less you need. 3. A robust modular life.

Jun 29, 201710 min

Jun082017

OQ/ http://amzn.to/2rQ59hC 1/ The Startup, http://amzn.to/2rftD5h. Failed startups, http://amzn.to/1nztynB 2/ Breaking apart problems (multiplication, Legos) 3/ Beanie Babies post, http://thewaiterspad.com/2017/06/07/beanie-babies/beanie-babies 4/ Culture advice from a "Bull"

Jun 08, 201725 min

Jun012017

OQ: http://amzn.to/2rftD5h 1/ Star Wars convexity 2/ Checklists are fun! 3/ Base rates on motorcycles 4/ The stories we tell ourselves Support: https://gumroad.com/l/mikesnotes

Jun 01, 201722 min

May252017

OQ: http://amzn.to/2pBTq6T 5:50 don't shoot the dog 11:30 walking the idea maze 17:30 boring businesses 23:30 the David Swenson checklist Support: https://gumroad.com/l/mikesnotes

May 25, 201731 min

May182017

OQ: Dan Carlin on the History on Fire podcast 1/ What job does this service/product do? What job are YOU hired for? 2/ Good decision makers put their thoughts down on paper. One way to do that is with checklists. 3/ To learn, find relevance not information. 4/ Common principles to wealth and health. (https://thewaiterspad.com/2017/05/15/finances-and-fitness/)

May 18, 201723 min

May042017

OQ: http://amzn.to/2pBTq6T #1 What to do when 'that's interesting.' #2 Technology is not the MIT for technology startups, instead it's luck, persistence, and elbow grease. #3 When starting, copy structures, formulas, or philosophy. When advancing be more like Sherlock Holmes

May 04, 201721 min

Apr272017

One subject; http://amzn.to/2lWGK79

Apr 27, 201721 min

Apr202017

Intro: the metaphor of tracking (Boyd Varty on Invest Like the Best). 1/ Thinking Small, http://amzn.to/2oNLFKF. 2/ Multiple compound yields and the triangle of mediocrity. 3/ Patrick Collison on starting a startup 4/ Me on Ryan Holiday on reading

Apr 20, 201727 min

Apr062017

Greek heroes, getting better, building your toolbox, and arguing well. Mike's Notes - https://thewaiterspad.com/mikes-notes/

Apr 06, 201728 min

Mar302017

Intro: Tools of Titans, but for classical education 1/ 20 year technology cycles 2/ Using the 51% solution at Soulcycle 3/ Reading advice from president Obama's Chief of Staff

Mar 30, 201719 min

Mar232017

Feedback: https://thewaiterspad.com/podcast-feedback/ Monthly subscription: https://gumroad.com/l/mikesnotes

Mar 23, 201719 min

Mar162017

How to learn algebra. What does flipping burgers and "plain vanilla stock picking" have in common? Can you get paid more for the work you love? (Sisyphus) A couple lessons from Danny Meyer.

Mar 16, 201723 min

Mar092017

All NBA edition, mostly based on Daryl Morey's interview with Zach Lowe at MIT Sloan. Questions? 559-464-5393 or @mikedariano

Mar 09, 201722 min

Mar022017

Introduction quote: http://www.safalniveshak.com/investing-simple-not-easy/ Taleb’s MOOC: https://www.youtube.com/channel/UC8uY6yLP9BS4BUc9BSc0Jww Prisoners of Geography: http://amzn.to/2lWGK79 a16z podcast: http://a16z.com/2017/02/25/reedhastings-netflix-entertainment-internet-streaming-content/ Cowen’s book: http://amzn.to/2lWA6Og The Marshmallow Test: http://amzn.to/2mrwWBW Pressfield interview: http://www.artofmanliness.com/2017/02/23/podcast-281-overcoming-resistance-turning-pro/ Bushnell i...

Mar 02, 201721 min

Feb232017

Opening quote: www.cnbc.com/amp/2017/02/16/entrepreneur-takes-wednesdays-and-it-has-made-him-millions.html 1/ 1:30 Malcolm Gladwell solves the endowment effect. 2/ 5:05 Setting The Table by Danny Meyer. http://amzn.to/2kGVzO0 3/ 10:45 What does retirement mean? Inspiration from EarlyRetirementExtreme.com and MrMoneyMustache.com 4/ 13:45 Personalization is hard but something we need more of. 5/ 17:02 How businesses are like fractals. Inspired by InvestorFieldGuide.com My blog: TheWaitersPad.com F...

Feb 23, 201722 min

Feb0162017

Intro quote from: http://amzn.to/2kJDfzz Russ Roberts explains hindsight bias (02:00) When listening, aim for understanding not necessarily agreement (07:05) Backstops for life (09:55) Context matters, NBA edition with Bill Simons (15:40) Public understanding of risk (19:55) Feedback: https://thewaiterspad.com/podcast-feedback/ My book about Belichick: http://amzn.to/2kYSrMR My website: http://thewaiterspad.com

Feb 16, 201722 min

Feb092017

A new format for the podcast as I tinker. For now expect weekly summaries - released on Thursdays - of things I learned. (00:39) Judd Apatow explains loss aversion via Super Bowl bets. (03:45) The importance of work relationships - something I lack. (08:45) Solving problems with knowledge from more than one domain. (13:10) Asymmetrical returns. What areas of your life can you 'tip the scales' so if you win you win big but if you lose you lose little or nothing? (20:26) Digging past the first sta...

Feb 09, 201727 min

Reading physical books

Inspired by this post: https://thewaiterspad.com/2017/02/06/read-more-books-part-deux/

Feb 07, 201710 min

Lessons from the Greek Peak

In Misbehaving (http://amzn.to/2jUVWQ9) Richard Thaler writes about his experience advising the owners of the struggling ski slope, The Greek Peak. We'll look at what he suggested and how your own business can apply the lessons of transaction utility (getting a good deal), mental accounting (small additions to large purchases), and surprises.

Jan 17, 201719 min

Experts? Smexperts! (maybe)

An audio version of this blog post: https://thewaiterspad.com/2017/01/13/howard-markss-expert-opinion/ Five big ideas. 1/ (Social) Media is more entertainment than information. 2/Be there to learn more. 3/ Experts on TV/in magazines are not good forecasters - but you can be. 4/ Should you and can you know? Should you care? 5/ Metaphors can be LIARS! 6/ Certainty is a lie.

Jan 14, 201725 min

Books: TFS pages 1-50

Five ideas from the first fifty pages of http://amzn.to/2g9C26r 1/ Most of the time our intuitions are right. 2/ Never forget to account for luck. 3/ System 1 is "automatic and effortless." 4/ System 2 can ONLY run consecutive tasks. 5/ Guarding against ego depletion.

Jan 06, 201716 min

Podcasts and restaurants, a framework

An audio version of this post: http://thewaiterspad.com/2017/01/04/moats-profitability-and-podcasts Inspired by this post: https://25iq.com/2016/11/18/why-moats-are-essential-for-profitability-restaurant-edition/

Jan 04, 201716 min

Leaders should be there

Why should leaders go to the front lines? 1/ It gives them details they don’t see from their office. 2/ It gives trust and authority with insiders (your team) and outsiders (your critics and fans). 3/ It allows better alignment between strategy and action. Sources Jocko podcast (YouTube): https://www.youtube.com/watch?v=ZFS7jBQFOcU Mountains Beyond Mountains: http://amzn.to/2icYxYq The Fish That Ate The Whale: http://amzn.to/1WkjNcR With the Old Breed: http://amzn.to/2hJIPAr

Jan 03, 201718 min
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