A change of perspective is worth 80 (portfolio) IQ points

Tassos Stassopoulos  |  Trinetra Investment Management  |  22 August 2024

We humans by nature deal with much of our lives and memories in stories and story-like forms, to be dipped into for comfort and provide explanations. To excel academically and professionally, we need to think taxonomically, organising information in a structured hierarchy. But while these taxonomic processes help us early in our careers, they can also limit our perspective, making our thinking predictable and replicable by AI. To gain deeper insights, critical to long-term investing, we must adapt by integrating finance with other disciplines such as econ...

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