On today’s episode, Kyle Grieve discusses how mental models from physics, chemistry, and biology can give investors and business leaders sharper decision-making tools. He’ll explore how applying these frameworks helps to identify opportunities, avoid risks, and build lasting advantages.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:06 - How relativity helps investors see opportunities from different perspectives.
07:33 - Why inertia reveals which businesses stay great or stuck over decades.
09:29 - How momentum creates powerful flywheels in business and investing.
23:22 - When leverage accelerates growth or dangerously magnifies risk.
29:13 - How catalysts can rapidly unlock an investing thesis.
35:50 - Why ecosystems multiply value from a single input change.
41:52 - How niche strategies create outsized business advantages.
52:50 - Why honest versus dishonest signals matter for investors.
01:00:19 - How misaligned incentives quietly increase investment risk.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
<ul>
 <li>Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more <a href="https://www.theinvestorspodcast.com/summit/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.
</li>
 <li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
 <li>Buy a copy of The Great Mental Models Part II: Physics, Chemistry and Biology <a href="https://www.amazon.com/Great-Mental-Models-Physics-Chemistry/dp/0593719980?crid=1P9ELMEPOCHO5&dib=eyJ2IjoiMSJ9.BOU92w3_m6N6dYLKZWLejWVxbuc_huVUxA6C3j7L1XBGHu09oojbxnQ8z1LBCm49klP6cuJhdlqkckU5PGq-cNWHq7XkSdk4J8s9tIihhaalXlWjmFpNeWZO2NGZgTUBozQHAiSTkBJCP4Fc9d5clfwAGCR-tb_NpbX2ZzAQ9cqCi1dmlFRH4KF-MAYSifbobhZ9roXjjnM7wwe22nAWsJ0BQjMFtBiBasrlQulOZVQ.H5wcS4ilDN4cIeBrru-bl0H-FQERcBNTVCpl-78iJrE&dib_tag=se&keywords=the+great+mental+models+volume+2&qid=1756145670&sprefix=the+great+mental+models+volume+%2Caps%2C200&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=b3bbd743e49e773eca7979868b87904d&language=en_US&ref_=as_li_ss_tl">here</a>.</li>
 <li>Follow Kyle on <a href="https://twitter.com/IrrationalMrkts">⁠⁠Twitter⁠⁠</a> and <a href="https://www.linkedin.com/in/kylegrievetip/">⁠⁠LinkedIn⁠⁠</a>.</li>
 <li>Check out all the books mentioned and discussed in our podcast episodes <a href="https://prodcast.io/wsb">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Enjoy ad-free episodes when you subscribe to our <a href="https://premium.theinvestorspodcast.com/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
</ul>

NEW TO THE SHOW?
<ul>
 <li>Get smarter about valuing businesses in just a few minutes each week through our newsletter, <a href="https://www.theinvestorspodcast.com/newsletters/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Check out our <a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Follow our official social media accounts: <a href="https://twitter.com/TIP_Network">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.linkedin.com/company/the-investor's-podcast/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.instagram.com/theinvestorspodcastnetwork/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.facebook.com/TheInvestorsPodcast">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.tiktok.com/@theinvestorspodcast">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/we-study-billionaires/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Try our tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Enjoy exclusive perks from our <a href="https://www.theinvestorspodcast.com/affiliates/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
 <li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>.</li>
</ul>

SPONSORS
Support our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors">⁠⁠sponsors⁠⁠</a>:
<ul>
 <li>
<a href="https://simplemining.io/preston">⁠⁠SimpleMining⁠⁠</a>
</li>
 <li>
<a href="https://www.hardblock.com.au/join/fundamentals">⁠⁠HardBlock⁠⁠</a>
</li>
 <li>
<a href="https://www.anchorwatch.com/investors">⁠⁠AnchorWatch⁠⁠</a>
</li>
 <li>
<a href="https://financialfreedomreport.org/">⁠⁠Human Rights Foundation⁠⁠</a>
</li>
 <li>
<a href="https://cape.co/wsb">⁠⁠Cape⁠⁠</a>
</li>
 <li>
<a href="https://unchained.com/fundamentals">⁠⁠Unchained⁠⁠</a>
</li>
 <li>
<a href="https://www.vanta.com/billionaires">⁠⁠Vanta⁠⁠</a>
</li>
 <li>
<a href="https://shopify.com/wsb">⁠⁠Shopify⁠⁠</a>
</li>
 <li>
<a href="https://onrampbitcoin.com/">⁠⁠Onramp⁠⁠</a>
</li>
 <li>
<a href="https://abundantmines.com/Preston">⁠⁠Abundant Mines⁠⁠</a>
</li>
</ul>

HELP US OUT!
Help us reach new listeners by leaving us a <a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> on <a href="https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP?si=e77332a33ef04a7c">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! <a href="https://theinvestorspodcastnetwork.supportingcast.fm">⁠⁠⁠⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>Support our show by becoming a premium member! <a href="https://theinvestorspodcastnetwork.supportingcast.fm">https://theinvestorspodcastnetwork.supportingcast.fm</a>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

AI Chapters

AI Insights

Reviews