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December 1, 2025 85 mins

"The big money is not in the buying or selling, but in the waiting." - Charles T. Munger



One episode simply wasn't enough to go over everything we wanted to when it comes discussing market updates, so we had no choice but to make it a two-parter.  We are happy to welcome back our co-host for the Investor Series and the founder of Arena Securities, Aleck Arena, to put a bow on our last episode.  In today's discussion, Aleck and Jay are taking a look at why Aleck prefers quarterly updates over monthly updates, where technology is heading and how it is affecting some investment strategies, the media force that is YouTube, the fact that there this an entire ecology surrounding a founder and how it is used to shape the company as a whole, and how to manage regret when it comes to not investing in something that maybe you should have that has taken off.  Aleck has a great mind for investing and we are always grateful to have him on The Culture Matters Podcast.


Disclaimer: The information contained in this episode is not personal financial product advice and has been prepared without taking into account the objectives, financial situation, or needs of any particular person. Culture Matters does not hold an Australian Financial Services License and is not authorised to provide general or personal financial product advice. Before making any investment decision, you should consult a licensed financial adviser. Past performance is not indicative of future performance.

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