What Got You There with Sean DeLaney

#360 Sanjay Ayer - Portfolio Manager at WCM, Decoding the Psychology Behind Successful Investing and Self Discovery!

15 snips
Nov 12, 2023
Portfolio Manager, Sanjay Ayer, discusses the intersections between investing, self-discovery, and cognitive mastery. He shares insights on strategic optimism, embracing cognitive dissonance, and questioning assumptions. Sanjay explores the power of active curiosity, counterfactual thinking, and building a resilient team. The podcast also touches on the importance of reflection, creativity, and authenticity. A conversation that offers valuable lessons on personal development and team dynamics.
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ADVICE

Use Artificial Constraints

  • Set artificial constraints to avoid getting consumed by noise and expiring knowledge.
  • Ask before acting: is this the right question or is there a simpler path across the fence?
INSIGHT

Investing Reveals You

  • Investing acts as a high-revelation platform for self-discovery and bias exposure.
  • Pair strategic optimism with embracing cognitive dissonance to see truth more clearly.
ANECDOTE

The Class That Changed His View

  • A behavioral psychology class changed Sanjay's view on opinions and biases.
  • He learned to ask people what would change their mind and to explore why beliefs form differently.
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