It’s just a Charlie Munger talk, but this is an especially good one. As an educated friend said to him (and now he is begging you), “Think about this with me. You’ll get it because you’re smart and I’m right.” If you’re unfamiliar with him, this won’t give much backstory, but it will give you a good sampling of all of the different topics you can drill down much more deeply into with him. It’s always a delight to hear him talk like this – thanks to Michael Covel for digging this one up and sharing it: https://www.trendfollowing.com/podcast/
See the Mental Models tag or this post for more.