Lee Freeman-Shor, a former fund manager and author of The Art of Execution, dives into the intriguing psychology behind investing. He discusses the five investor 'tribes'—Rabbits, Assassins, Hunters, Raiders, and Connoisseurs—and how their behaviors can drastically influence portfolio performance. Key topics include the importance of execution over stock picking, common pitfalls like holding onto losers, and the surprising truth about investor skill versus luck. Lee emphasizes adaptability, urging listeners to refine their strategies and focus on how they manage winning and losing positions.
