← The Knowledge Project

#28 Michael Mauboussin: A Decision Making Jedi

Jan 23, 2018 1h 17m 34 insights
Michael Mauboussin returns for a fascinating encore interview on the Knowledge Project. We geek out on decision making, luck vs. skill, work life balance, and so much more. *** Michael Mauboussin is back as a returning guest on the Knowledge Project! He was actually the very first guest on the podcast when it was still very much an experiment. I enjoyed it so much, I decided to continue with the show. (If you missed his last interview, you can listen to it here, or if you’re a member of The Learning Community, you can download a transcript.) Michael is one of my very favorite people to talk to, and I couldn’t wait to pick up right where we left off. In this interview, Michael and I dive deep into some of the topics we care most about here at Farnam Street, including: The concept of “base rates” and how they can help us make far better decisions and avoid the pain and consequences of making poor choices. How to know where you land on the luck/skill continuum and why it matters Michael’s advice on creating a systematic decision-making process in your organization to improve outcomes. The two most important elements of any decision-making process How to train your intuition to be one of your most powerful assets instead of a dangerous liability The three tests Michael uses in his company to determine the health and financial stability of his environment Why “algorithm aversion” is creating such headaches in many organizations and how to help your teams overcome it, so you can make more rapid progress The most impactful books that he’s read since we last spoke, is reading habits, and the strategies he uses to get the most of every book The importance of sleep in Michael's’ life to make sure his body and mind are running at peak efficiency His greatest failures and what he learned from them How Michael and his wife raised their kids and the unique parenting style they adopted How Michael defines happiness and the decisions he makes to maximize the joy in his life Any one of those insights alone is worth a listen, so I think you’re really going to enjoy this interview. Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable transcripts, member-only episodes, and more. Sign up at: https://fs.blog/membership/   Every Sunday our newsletter shares timeless insights and ideas that you can use at work and home. Add it to your inbox: https://fs.blog/newsletter/   Follow Shane on Twitter at: https://twitter.com/ShaneAParrish
Actionable Insights

1. Blend Inside & Outside Views

Blend the inside view (your experience) and the outside view (base rates) based on the degree of luck or skill involved; rely more on base rates for high-luck situations and more on your experience for high-skill situations.

2. Apply Base Rates for Decisions

Start with base rates by asking what happened when other people were in a similar situation before, as this improves the quality of forecasts and decision-making.

3. Defer to Base Rates

Consciously defer to base rates and set aside your own experience and inputs, as this is not a natural way of thinking but improves decision quality.

4. Systematize Decision Evaluation

Systematically evaluate decisions by defining clear inputs and establishing specific measures of ‘goodness’ to judge the outcome, rather than relying solely on intuition.

5. Overcome Algorithm Aversion

To overcome algorithm aversion, first apply the algorithm to get a baseline answer, then allow for a small amount of human judgment or tweaking to foster a sense of volition and improve adherence to better solutions.

6. Evolve Processes with Feedback

Continuously improve processes by gathering and implementing feedback, especially in dynamic environments where the rules or conditions can change, requiring your process to evolve.

7. Build Expertise with Quality Feedback

Build true expertise by engaging in deliberate practice within a stable domain and receiving quality, accurate feedback to continuously improve at the boundary of your capabilities.

8. Develop Intuition in Stable Domains

Develop intuition in stable, linear realms with repeated patterns by training it consistently, as intuition can be powerful in such unchanging environments.

9. Revisit Process in Messy Systems

In luck-laden or ‘biological’ (messy) systems where outcomes are less predictable, default to understanding and periodically revisiting your process, trusting that a good process will eventually lead to good outcomes.

10. Balance Exploitation & Exploration

Strategically balance exploitation (leveraging existing strengths) with exploration (seeking new ideas and domains), adjusting the trade-off based on the rate of change in your environment.

11. Align Career with Strengths

Take an inventory of your strengths, weaknesses, and preferred environments to choose a career path that leverages your strengths and aligns with where you can be most productive.

12. Identify Unique Strengths

Identify what you are exceptionally good at, especially skills or abilities where others typically struggle, to find your unique value proposition.

13. Prioritize 8 Hours of Sleep

Prioritize getting around eight hours of sleep nightly, as adequate rest significantly improves productivity, exercise, diet, and overall well-being.

14. Improve Sleep with Exercise & Diet

Enhance sleep quality by exercising regularly and maintaining a good diet, including not overeating and consuming quality foods.

15. Limit Alcohol for Sleep

Limit alcohol consumption, ideally to very little or no more than one drink per day, as this can contribute to better sleep quality.

16. Eliminate Soda from Diet

Eliminate all types of soda and soft drinks from your diet, as this change can potentially make it easier to maintain a healthy weight and improve overall well-being.

17. Be Thoughtful with Time

Treat time as your most scarce resource and be thoughtful about its allocation, considering opportunity costs for different activities.

18. Make Deliberate Time Trade-offs

Recognize that achieving significant output in one area (like reading/research) often requires deliberate trade-offs, such as reducing time spent on other activities (like watching TV).

19. Balance Input & Output

Balance learning (input) with communicating (output) what you find interesting, as the act of synthesizing and explaining helps deepen understanding.

20. Dedicate Weekend Mornings

Utilize quiet weekend mornings by waking early, making coffee, and dedicating a few uninterrupted hours to reading, which can be a highly productive time.

21. Commit to Deep Reading

For challenging or lengthy books, commit to deep reading by allocating a couple of hours a day for a week or more, especially during dedicated periods like holidays.

22. Maintain Consistent Reading

Acknowledge natural ebbs and flows in reading pace, but strive for consistency by doing something all the time, even if the volume varies week to week.

23. Revisit Old Books

Periodically revisit previously read books, even for a few minutes, as good books offer new insights and perspectives when approached with fresh knowledge or a different point of view.

24. Create Knowledge-Rich Environment

Surround yourself with books and knowledge resources, as having them physically accessible can provide comfort and encourage spontaneous learning and revisiting of ideas.

25. Use Checklists for Thoroughness

Employ checklists to ensure all necessary steps are covered and bases are touched, as they compel thoroughness even if they feel constraining.

26. Assess Expert Agreement

To gauge the skill component in a field, observe how much experts agree on outcomes; high agreement often indicates a higher skill component and less randomness.

27. Value Assets by Cash Generation

Understand that the fundamental value of a financial asset or business is the present value of the cash it generates, a principle that remains true regardless of environmental changes.

28. Align Payoff with Certainty

Recognize the invariant principle that the more certain an outcome, the less you get paid for betting on it, and conversely, the less certain, the more you get paid.

29. Measure Environmental Change

To assess the rate of change in an industry, examine entry and exit data; higher rates of company entry and exit indicate a less stable and more dynamic environment.

30. Measure Market Share Change

Another proxy for environmental change is to calculate the absolute average market share change among participants over a period (e.g., 3-5 years); higher volatility indicates a more dynamic environment.

31. Measure Profit Pool Changes

To gauge environmental change, analyze ‘profit pools’ by breaking down how much each company makes and observing how these distributions change over time.

32. Adjust Valuation to Stability

Adjust your willingness to pay for competitive advantage based on industry stability: pay less in volatile industries with high entry/exit and market share changes, and more in stable industries.

33. Guide Children with Recommendations

When advising older children, offer ideas and ways of thinking as ‘recommendations’ rather than directives, allowing them to take ownership of the decision-making process.

34. Facilitate Kids’ Problem Solving

Distinguish between your problems (where kids can help) and your kids’ problems (where you should act as a facilitator, allowing them to solve it themselves to develop their own tools).