Taylor Made Macro
#2 - Practice 1: Use Systems Thinking Like Brent Johnson
Mar 22, 2024
Listen to an insightful discussion on systems thinking and market dynamics featuring industry expert Brent Johnson. Explore the evolution from emotional investing to a systematic approach, the impact of liquidity on predictions, and the significance of dollar strength. Gain valuable insights on contrarian views, conference hosting tips, and the value of diverse research perspectives.
53:07
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Quick takeaways
- Adopting systems thinking in investing is crucial for rational decision-making and removing personal biases.
- Contrarian views in investing can be more profitable than consensus views by leveraging market sentiment.
Deep dives
Brent Johnson of Santiago Capital's Journey and Mentoring Relationship
Brent Johnson of Santiago Capital fame is introduced in this podcast episode as the first guest, highlighting his mentorship and friendship with the host. The discussion delves into their initial meeting, where Brent provided invaluable advice to the host, emphasizing the importance of removing biases and emotions from investing decisions. The episode sheds light on Brent's willingness to assist and guide young professionals, showcasing his coaching role and positive impact on others.
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