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2021-46 weekly bits and bites

I don’t know of a more useful rule of thumb in finance than this: The more investors are aware of a particular company or asset class, the more capital gets thrown at it, and so the lower the long-term returns will be.

At a time when every fund salesman and their dog is hawking ESG, now is a great time to stay away.

(5min _ Advisor Perspectives)

How to Invest Your Money When Inflation is High

Regardless of what you believe about stocks, real estate, gold, or crypto, there is one truism that will always protect your assets against inflation—own things that provide value to humans.

(5min _ OfDollarsAndData)

Beyond Smart

Why do so many smart people fail to discover anything new? … Clearly intelligence is not the only ingredient in having new ideas. What are the other ingredients? Are they things we could cultivate?

(5min _ Paul Graham)

It’s Mostly a Demand Shock, Not a Supply Shock, and It’s Everywhere

In this research, we paint a picture of the surge in demand and how supply is straining to meet it virtually everywhere you look. There are not enough raw materials, energy, productive capacity, inventories, housing, or workers.

We start with this broad-brush picture because the demand-driven nature of the problem results in a game of whack-a-mole: alleviating a shortage in one area will likely just exacerbate the problem elsewhere in the supply chain.

(12min _ Bridgewater)

Robert Cialdini: The Principles of Persuasion [The Knowledge Project Ep. #122]

Known colloquially as “The Godfather of Influence,” Cialdini is a foundational expert in the science of influence and how to apply it ethically in business. His books, including Influence: Psychology of Persuasion and Pre-Suasion, have sold more than 7 million copies in 44 different languages, and he is the Regents’ Professor Emeritus of Psychology and Marketing at Arizona State University.

(podcast 1h05min _ The Knowledge Podcast)

„A respect for evidence compels me to incline toward the hypothesis that most portfolio decision makers should go out of business — take up plumbing, teach Greek, or help produce the annual GNP by serving as corporate executives. Even if this advice to drop dead is good advice, it obviously is not counsel that will be eagerly followed. Few people will commit suicide without a push.“
_Paul Samuelson

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