I'm a work in progress.
This podcast documents my ongoing quest for wealth, wisdom and enlightenment.
The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
All content for The Education of a Value Investor is the property of Guy Spier and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I'm a work in progress.
This podcast documents my ongoing quest for wealth, wisdom and enlightenment.
The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
Luca Dellanna on his book Ergodicity, autism, and decision making in our brains.
The Education of a Value Investor
1 hour 17 minutes 20 seconds
2 years ago
Luca Dellanna on his book Ergodicity, autism, and decision making in our brains.
Luca Dellanna is a management advisor and an author from Turin, Italy. His books cover topics ranging across management, human behavior, and economics. He talks to Guy Spier about his early career, his research on ergodicity and some topics from his other books, including autism and the difference of decision making and action taking in our brains.
Full transcript available here: https://aqfd.docsend.com/view/r5q6w9tq7e2b8aqb
Contents:
(00:00:00) Introduction
(00:07:38) The Concept of Ergodicity
(00:14:31) Extrapolation Over Time Horizons
(00:21:22) Luck or Skill?
(00:24:50) Maximizing the Worst Outcome
(00:31:32) Uncertainty and Risk Management
(00:39:09) Diversification as a Practical Tool
(00:43:09) Personal Knowledge Management Tools
(00:48:56) Decision Making vs. Action Taking
(00:58:09) Autism and the Idea of the Magnifying Glass
(01:02:54) Luca’s Professional Career
(01:08:38) The History of Turin
The Education of a Value Investor
I'm a work in progress.
This podcast documents my ongoing quest for wealth, wisdom and enlightenment.
The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.
