Episode description
Tune in to hear:
- What was Drew’s experience studying under Richard Thaler like?
- Drew thinks that you have to hold a willingness to be right and to be wrong in equal measure at all times - is this something that Thaler modeled in his behavior and how does he think about this in the context of his own firm?
- What’s an analogy we can draw between Hank Aaron’s batting behavior and the act of picking stocks?
- What are a few techniques Drew has discovered to de-bias his thinking a bit?
- Drew is great at distilling highly complex concepts into easily understandable ideas - is this an important part of getting his institutional clients on the same page?
- What are "unknown knowns" and what do they have to do with confirmation bias? Why is the market so averse to ambiguity?
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