Think like a …

Reading Time: < 1 minute We put knowledge into silos But there’s value in the wisdom that comes from “thinking like” someone else (from the work of @ShaneAParrish @JamesClear @ScottAdamsSays ) Think like a behavioral psychologist: what are the incentives? What are the relevant cognitive biases in play? What are the second order effects Like an evolutionary biologist: what are … More Think like a …

Two Lessons Learnt in Pursuit of Constructive Challenge

Reading Time: 7 minutes “Your commercials suck… The iPad is revolutionizing the world, and we need something big. You’ve given me small sh*t.” Ouch. That’s what Steve Jobs reportedly told the creative head of TBWA/ Media Arts in the run up to the IPad launch. Challenge? Yes. Constructive? Probably not. Two little words that are so easy to say … More Two Lessons Learnt in Pursuit of Constructive Challenge

A view from 2030 – 20 crazy ideas for the next decade

Reading Time: 3 minutes Remind me of this in 10 years and we’ll see how many of these were close … A lot changes in a decade – just look back to 2010, but how much of it was realistically predictable at the time? That’s hard. Imagine if in your 2009 market outlook you said “By 2019 we expect … More A view from 2030 – 20 crazy ideas for the next decade

Notes on a decade

Reading Time: < 1 minute At the start of the current decade … We had a labour prime minister in Downing Street and a democrat president in the white house. The FTSE was at 5400 (today, 7400) the S&P 500 at 1100 (today 3100) and (10 year) gilt yields were above 4%. The largest companies in the world were, Walmart, … More Notes on a decade

The Days are Long but the Years are Short – How to Reflect on a Decade

Reading Time: 4 minutes The end of the year is a great time for reflection, the end of the decade, is the sort of milestone that only comes around a handful of times in our adult life and is special indeed. This is a rare chance – if we choose to take it – to look back, reflect on … More The Days are Long but the Years are Short – How to Reflect on a Decade

The 10 Best FinPod Episodes of 2019

Reading Time: 4 minutes What if I told you that this evening you’d get an audience with some of the greatest founders, money managers, authors, researchers and Nobel prizewinners of all time in our industry? People like Robert Shiller, Rob Arnott, Michael Mauboissin, Ben Inker, Rajiv Jain, Cliff Asness, Ray Dalio and even Jack Bogle? You’d be pretty happy … More The 10 Best FinPod Episodes of 2019

Practical tips for thoughtful disagreement

Reading Time: 2 minutes I’ve often said that thoughtful disagreement is one of the most underrated skills. We know we should do it, but we don’t know how, and worse, we’re heavily wired against it through ego and confirmation bias. I listened to this great conversation between Ray Dalio and Reid Hoffman, which contained a ton of useful tips … More Practical tips for thoughtful disagreement

3 Rare Skills That Make Presentations Clear and Memorable

Reading Time: 5 minutes Bad communication is like a tax we all collect from each other continuously, every year, and every day. What can you remember from that hour long presentation you heard this morning? Can you name three real takeaways that have stuck from all the time you spent in meetings and presentations last week? Let’s face it … More 3 Rare Skills That Make Presentations Clear and Memorable