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29min chapter
#2 - Practice 1: Use Systems Thinking Like Brent Johnson
Taylor Made Macro
Evolution to Systematic Investing
The chapter explores the journey of transitioning from emotional investing to a systematic, objective approach in the financial market, leading to the creation of the 'dollar milkshake theory'. It emphasizes the importance of removing biases, learning from mentors, and incorporating systems thinking into financial analysis for improved decision-making. The discussion covers the impact of liquidity, foreign capital flows on market dynamics, predictions based on systems thinking, and the implications of dollar strength and weakness on various sectors.
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