Explore every episode of the podcast Investor Mindset
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Compute Futures: The Next Big AI Asset Class? Nvidia, GPU Costs & the Future of AI Investing | 23 Sep 2026 | 00:35:30 | |
Could AI compute become the next major commodity — like oil or electricity? In this episode of Investor Mindset, Anton Saburov talks with trader and investor Abhinesh Daas about the emerging world of compute futures, GPU pricing, AI infrastructure, and a potential new asset class built around the cost of artificial intelligence. As AI becomes a core operating expense for startups, enterprises, hedge funds, healthcare companies, and technology businesses, the cost of GPU compute and AI tokens could become increasingly important — and increasingly volatile. We discuss how futures and derivatives could allow companies to hedge their AI infrastructure costs, why professional traders and hedge funds may enter this market before most AI companies, and how a transparent compute market could change the economics of the entire AI industry. We also explore: • What compute futures are and why they could matter Abhinesh also explains how his investment strategy is changing: holding significantly more cash, reducing market exposure, and preparing for potential opportunities if AI infrastructure and compute prices experience a major correction. Investor Mindset explores how investors think, make decisions, manage risk, discover new investment opportunities, and adapt to changing markets. If you’re an investor, fund manager, founder, trader, or entrepreneur with an interesting investment story or perspective, follow Investor Mindset and reach out to join a future episode. Materials: https://kone.club Want to be a guest: anton@kone.club | |||
| How to Make Real Estate Investing “Boring” | Roman Kirzhner on Multifamily, Risk & Wealth | 17 Sep 2026 | 00:35:43 | |
What does it really take to build wealth through U.S. real estate — without turning investing into another full-time job? In this episode of Investor Mindset, Anton Saburov talks with Roman Kirzhner, a full-time real estate investor with more than 20 years of experience. Roman started with single-family properties before transitioning into multifamily investing. Today, he works as a General Partner, invests alongside his partners, works with professional property management companies, and helps other investors understand both the opportunities and risks of multifamily real estate. We discuss: • Why Roman moved from single-family homes to multifamily properties Roman’s core message is simple: don’t start by searching for properties. Start by building knowledge and surrounding yourself with experienced people. Investor Mindset is a podcast about how investors think, make decisions, manage risk, learn from mistakes, and build wealth over the long term. Hosted by Anton Saburov, founder of KONE. https://kone.club anton@kone.club | |||
| Episode 0: Why I Started Investor Mindset | 04 Sep 2026 | 00:01:49 | |
Welcome to Investor Mindset, a podcast hosted by Anton Saburov, founder of KONE. This podcast is my way of understanding one important question: How do investors actually think? Not only professional fund managers or Wall Street investors, but entrepreneurs, operators, and ordinary people who invest their own money, make mistakes, take risks, discover opportunities, and learn along the way. In each episode, I’ll speak with people who have real investment experience and explore:
I’m building this podcast partly for the audience — and partly for myself. I want to learn directly from people who have actually made investment decisions, experienced wins and losses, and developed their own way of thinking about money. If you have investment experience and would like to become a guest on Investor Mindset, apply here: https://cal.com/konevc/podcast-intro You can also contact me directly at: This is Episode 0. The first conversations are coming next. Welcome to Investor Mindset. | |||