Скачать или смотреть How Systems and Simple Math Shape Better Investing w/ Kyle Grieve (TIP773)

Kyle explains how systems thinking and math-based mental models can improve decisions and strengthen long-term compounding.

What you'll learn here:
00:00:00 - Intro
00:01:59 - How feedback loops stabilize or reinforce outcomes in investing
00:09:00 - How kill criteria help you make predetermined decisions in a noisy world
00:12:26 - Why the cone of uncertainty is useful for evaluating conviction and position sizing
00:15:36 - How scale changes the behavior, costs, and risks of a growing business
00:23:00 - How algorithms clarify which inputs drive the conclusions you rely on
00:30:18 - How to evaluate a company’s ability to reach critical mass and become self-sustaining
00:35:05 - The hidden forms of compounding that are just as powerful as the visible ones
00:39:28 - Why power laws should influence your portfolio concentration
00:43:17 - How randomness shapes investing outcomes, and how to take advantage of it
00:50:25 - Why regression to the mean matters during periods of strong or weak performance

Transcript & Guest Info: https://www.theinvestorspodcast.com/e...

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📖 Book Mentioned:
Thinking in Systems by Donella Meadows: https://amzn.to/4alg9eb
The Great Mental Models, Volume 3: Systems and Mathematics by Shane Parrish: https://amzn.to/4pavMd8
Quit by Annie Duke: https://amzn.to/49KUUSN

Listen to our episodes here: https://open.spotify.com/show/28RHOkX...
Visit our website: https://www.theinvestorspodcast.com/w...
Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/s...

⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

#Investing #Compounding #MentalModels #PowerLaws #LongTermInvesting