What Got You There with Sean DeLaney

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

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.

01:15:18

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Episode guests

Sanjay Ayer

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Quick takeaways

Setting up guardrails in different areas of life, especially in investing, is crucial to avoid being consumed by noise and expiring knowledge.

Investing can serve as a platform for self-discovery, revealing one's strengths, weaknesses, biases, and flaws.

Embracing cognitive dissonance and optimism are valuable mindsets in achieving success in investing and personal growth.

Deep dives

The Importance of Guardrails and Creative Laziness

In this podcast episode, the speaker emphasizes the importance of setting up guardrails in different areas of life, especially in investing, to avoid being consumed by noise and expiring knowledge. They introduce the concept of creative laziness, which challenges the notion of always working hard and promotes the idea of finding elegant and efficient solutions. Grit is also discussed as a valuable attribute, but it is highlighted that without a guardrail, it can lead to hasty decisions. The speaker encourages asking the right questions and zooming out before delving into tasks or decisions, fostering a mindset of creative problem-solving and intentional thinking.

Introduction

5min

The Power of Optimism and Cognitive Dissonance

14min

The Silent Burden of Leaders

25min

Strategic Thinking and Reflection at WCM

2min

Developing a Learning Culture and Exploring Active Curiosity

5min

Exploring Creativity and Authenticity in Content Creation

3min

The correlation between different times of the year and creative energy

18min

Passion for Sports and General Management

5min

Today's episode is with Sanjay Ayer, Portfolio Manager at WCM Investment Management! This is an in-depth exploration of the intersections between investing, self-discovery, and cognitive mastery. Sanjay, recognized for his unique approach to investing and team dynamics, delves into how his profession has become a powerful tool for understanding personal biases, strengths, and areas for growth.

Discover the power of strategic optimism and how embracing cognitive dissonance can transform your decision-making process. Sanjay shares his journey of overcoming mental barriers and the importance of introspection in both personal and professional life. He introduces us to the concept of “creative laziness,” an innovative approach to questioning assumptions and finding efficient solutions.

We also get an insider look into how Sanjay fosters a culture of continuous improvement at WCM, balancing the drive for perfection with practical "guardrails." This episode is a deep dive into the art of active curiosity versus passive learning, the power of counterfactual thinking, and the crucial elements Sanjay looks for in building a resilient, forward-thinking team.

Join us for a conversation that not only sheds light on the intricacies of the financial world but also offers valuable lessons on personal development and team dynamics. Whether you’re a professional in the finance sector or someone passionate about self-improvement and strategic thinking, this episode with Sanjay Ayer is sure to provide you with insights to reflect on and apply in various aspects of your life and work.

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