Playbook: Eric Markowitz – Director of Research at Worm Capital

“Conviction is great. Opinions are really bad, because opinions will really screw you up.” – Eric Markowitz

Eric Markowitz (@EricMarkowitz) is Director of Research of Worm Capital, an investment firm focused on technology innovation and disruption. He worked as an award-winning investigative business journalist with bylines in Inc., The New Yorker, and Newsweek magazine before joining Worm Capital in 2016.

For more, explore the transcript of this episode.

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Topics discussed with Eric Markowitz

• 00:02:45 – The path from journalism to investing
• 00:09:47 – Worm’s two-step research process
• 00:19:48 – Behavioral advantages with Worm’s research
• 00:23:44 – Robots and the future
• 00:26:54 – Recommended books

Eric Markowitz Resources

• NYU
• Inc
• Box
• Aaron Levie
• Rick Smith
• TASER
• Dan Crowley
• Etsy
• Kickstarter
• Arne Alsin
• Jane Goodall
• Elon Musk
• Gecko Robotics

Books Recommended in This Episode

• Principles: Life and Work by Ray Dalio
• One Hundred One Years on Wall Street: An Investor's Almanac by John Dennis Brown
• The Alchemy of Finance by George Soros‍
• Up in the Old Hotel by Joseph Mitchell