Insightful Investor
#2 Paul Podolsky: Markets, Geopolitics
Jan 9, 2024
Former Bridgewater strategist Paul Podolsky shares insights on thinking in frameworks, emerging technological changes, and the impact of investment religions. He discusses risk mitigation, geopolitical tensions in Ukraine and Taiwan, and the importance of intuition in investing and life lessons.
58:42
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Quick takeaways
- Trusting intuition can complement quantitative analysis in investing, aiding in risk assessment and decision-making.
- Personal experiences shape perspectives and decision-making, offering diverse insights that impact investment strategies.
Deep dives
The importance of intuition in investing
Intuition plays a significant role in investing, alongside the more quantitative analysis. Building an intuitive sense for trustworthy managers and investment opportunities can complement the numbers-focused approach. Intuition can also help in assessing risk and making decisions based on gut feelings or a sense of potential outcomes. While not infallible, intuition can be a valuable tool in navigating the complexities of the investment landscape.
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