Pre Mortem Insights
The discussion emphasizes the importance of conducting a pre mortem to confront cognitive dissonance and mitigate confirmation bias in investment decisions. By analyzing potential pitfalls, especially in the booming obesity drug market, it highlights how overlooking counterparty relationships can lead to unexpected downturns. This proactive approach encourages deeper focus on specific risks rather than vague concerns, ultimately enhancing investment discipline.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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