Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze his portfolio trades over the past 12 years. Show Notes Almost Reckless by Amy Smilovic—Penguin Random House Episode Sponsors Square – Get up to $200 in hardware Delete Me – Use code David20 to get 20% off Related Episodes 555: Five Practices That Have Shaped My … [Read more...]
501: Strategy and Systems Want Your Money
We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions. Show Notes Ruminating on Asset Allocation by Howard Marks—Oaktree Capital Michael E. Porter—Harvard Business School This Is Strategy by Seth Godin—Simon & Schuster Victor Meets the Boglehead by Victor Haghani & James White—VettaFi Advisor … [Read more...]