Taylor Made Macro

#2 - Practice 1: Use Systems Thinking Like Brent Johnson

11 snips
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.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Persistence Wins Mentors

  • Brent recounts how Chase repeatedly emailed, showed up prepared, and turned advice into a business.
  • That persistence and follow-through earned Brent's mentorship and early support.
INSIGHT

Framework Born From Admitting Mistakes

  • Brent built the milkshake theory after admitting he was wrong and removing emotional bias from investing.
  • The framework helped him navigate markets by focusing on probabilities, not righteousness.
INSIGHT

Think In Systems, Not Isolated Trades

  • Brent approaches markets with systems thinking and studies feedback loops across global finance.
  • He combines long-term daily work with stealing ideas from many thinkers to refine his map of the system.
Get the Snipd Podcast app to discover more snips from this episode
Get the app