17 Comments
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Dave Kang's avatar

Hi Matt, never heard the sparrow story before, really interesting lens to start a newsletter about finance and investing. I'm not a super savvy investor (index fund buy and hold guy here) so am interested to hear your takes on the markets in these volatile times.

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Mihail Stoyanov's avatar

Excellent article!

We treat non-linear problems with linear thinking. Then, we complain about why we achieved the same results as the majority. Ignorance at epic scale.

As market participants, we have to perform qualitatively and quantitatively different tasks simultaneously:

See the tree and the forest at once.

Connect the past with the present and the present with the future.

Act tactically but think strategically.

The left hemisphere lures us with ordered thinking, while the right scares us with its chaotic flow. Relying on the left results in an incomplete thesis. Using only the right part of the brain is dangerous, too. We miss the focus and attention to detail. The key is unity between logical reasoning and flow perception.

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ACR's avatar

An excellent initiative. You are creating your on complex system, and I look forward to observing how it evolves. If you haven't done so already, consider reading "Complexity" by M. Mitchell Waldrop.

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Don't Forget The Lemon, Ray's avatar

I'm glad the hemisphere hypothesis has found an investing voice. Trading/investing is the exemplar I default to when highlighting how far down the narrow, focused, acontextual road we've gone.

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John Galt's avatar

Shades of Taleb.

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Todd's avatar

Great post, complexity in concise clarity ! Roger Shepard, Betty Edwards, Doyne Farmer in concert :). Looking forward to reading more.

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Matt Joass's avatar

Thank you Todd, looking forward to your thoughts on the next one!

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Lara Crigger's avatar

Fantastic article! Looking forward to reading so much more on this from you.

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Matt Joass's avatar

Thanks Lara, I really loved your posts too!

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Wayne Jones's avatar

Great article Matt. Looking forward to reading more.

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punch's avatar

Great article! Love the clarity and simplicity of the idea!

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Sridhar Prasad's avatar

Your writing is very important. We see this all the time in medicine: paradigms that make a lot of sense under a microscope fail in clinical trials.

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Tom Morgan's avatar

Amazing stuff thanks mate.

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Matt Joass's avatar

You're an absolute legend Tom!

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Kat Koh's avatar

Matt! A pleasure to read the whole way through. Made me excited for more Whole Brain Investing pieces to come 👀

The OG, vintage TED talks were truly “ideas worth spreading”. Holding a whole-brain, interconnected view is very much an idea I hope spreads like wildfire.

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The Geospatial Index's avatar

I like this. You haven’t posted enough

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David Sherry's avatar

Fun to see the Robert Fritz reference! Gold book that not many people know about. Honestly I often forget how much the message is baked into my thinking.

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