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Contenido proporcionado por Eddie Palmgren and Redeye AB. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Eddie Palmgren and Redeye AB o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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#36 Matt Joass on Superforecasting

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Manage episode 348303021 series 3302474
Contenido proporcionado por Eddie Palmgren and Redeye AB. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Eddie Palmgren and Redeye AB o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Matt Joass is the Founder and CIO at Maven Funds Management. Matt previously worked as a financial analyst at a large international shipping firm and has co-founded the Copenhagen Investment Club. The focal point for our conversation is the book Superforecasting, and we cover everything from thinking in probabilities to good fiction books.

We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on November 2, 2022.

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Episode Chapters

(00:00) Intro by Eddie & Niklas

(01:10) How Matt got interested in investing

(03:51) Superforecasting

(07:02) Why are people bad forecasters?

(10:04) Improving investing through forecasting

(12:35) Critique against forecasting

(16:58) The ten commandments

(25:04) Maven Fund Management

(29:46) A walk-through of a case

(34:22) Thinking in probabilities rather than certainties

(37:48) Breaking things down into smaller pieces

(43:22) Growth mindset vs fixed mindset

(46:11) Matt’s most common cognitive biases

(49:56) System for identifying mistakes

(53:37) Book discussions

(01:00:17) Final remarks

—————————————

Books Mentioned

  • Superforecasting - Dan Gardner and Philip Tetlock
  • Rich Dad Poor Dad - Robert Kiyosaki
  • How Buffett Does It - James Pardoe
  • Snowball - Alice Schroeder
  • A Thousand Brains - Jeff Hawkins
  • The Talent Code - Daniel Coyle
  • Deep Survival - Laurence Gonzales
  • The Tao Jones Averages - Bennett W. Goodspeed
  • Rainbows End - Vernor Vinge

—————————————

Companies Mentioned

Cogstate

—————————————

More on Matt

—————————————

About the Podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

—————————————

What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

—————————————

What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

—————————————

Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

  continue reading

61 episodios

Artwork
iconCompartir
 
Manage episode 348303021 series 3302474
Contenido proporcionado por Eddie Palmgren and Redeye AB. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Eddie Palmgren and Redeye AB o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Matt Joass is the Founder and CIO at Maven Funds Management. Matt previously worked as a financial analyst at a large international shipping firm and has co-founded the Copenhagen Investment Club. The focal point for our conversation is the book Superforecasting, and we cover everything from thinking in probabilities to good fiction books.

We welcome all suggestions of interesting authors, books, investors, and voracious readers. For more info about the podcast, go to the episode page and follow us on Twitter. This episode was recorded on November 2, 2022.

—————————————

Episode Chapters

(00:00) Intro by Eddie & Niklas

(01:10) How Matt got interested in investing

(03:51) Superforecasting

(07:02) Why are people bad forecasters?

(10:04) Improving investing through forecasting

(12:35) Critique against forecasting

(16:58) The ten commandments

(25:04) Maven Fund Management

(29:46) A walk-through of a case

(34:22) Thinking in probabilities rather than certainties

(37:48) Breaking things down into smaller pieces

(43:22) Growth mindset vs fixed mindset

(46:11) Matt’s most common cognitive biases

(49:56) System for identifying mistakes

(53:37) Book discussions

(01:00:17) Final remarks

—————————————

Books Mentioned

  • Superforecasting - Dan Gardner and Philip Tetlock
  • Rich Dad Poor Dad - Robert Kiyosaki
  • How Buffett Does It - James Pardoe
  • Snowball - Alice Schroeder
  • A Thousand Brains - Jeff Hawkins
  • The Talent Code - Daniel Coyle
  • Deep Survival - Laurence Gonzales
  • The Tao Jones Averages - Bennett W. Goodspeed
  • Rainbows End - Vernor Vinge

—————————————

Companies Mentioned

Cogstate

—————————————

More on Matt

—————————————

About the Podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

—————————————

What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

—————————————

What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

—————————————

Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

  continue reading

61 episodios

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