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#4 Jason Zweig: Elevate Your Financial IQ

Oct 19, 2015 1h 2m 18 insights
WSJ columnist Jason Zweig and I tackle important topics like how to be a smarter investor, filtering out noise, why philosophy and history matters, and his new book, The Devil’s Financial Dictionary.   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. Cultivate Investor Temperament

Develop independence, skepticism, good judgment, and courage as an investor. Use this temperament to sense crowd behavior and either ignore it or act contrarian to it.

2. Default to Investment Inaction

Make ‘doing nothing’ your default investment strategy to avoid unnecessary fees and taxes. Only take action if a recommendation is compelling enough to clearly improve upon your existing sensible plan.

3. Manage Emotional Triggers

Proactively structure your environment to minimize exposure to market triggers if you react emotionally to fluctuations. Turn off market news, unfollow reactive social media, and follow long-term thinkers to reduce emotional amplitude.

4. Demand Information Sources

When consuming any information, especially claims or conclusions, demand to see the original sources. If sources are not provided, move on, as you cannot independently verify the information’s reliability.

5. Question Your Investment Knowledge

Before making an investment trade, ask yourself what unique knowledge you possess that others don’t, and why you believe you know more than the other party. If you lack strong answers, refrain from trading to minimize risk.

6. Prioritize Base Rate Analysis

Always ask for the base rate (historical average or probability) when evaluating an investment or making any decision. This provides crucial context and helps avoid being swayed by individual, potentially misleading, stories.

7. Buy with Cash and Courage

To thrive in a bear market and potentially outperform, ensure you have both available cash and the courage to buy assets when others are fearful. Without both, you cannot capitalize on market lows.

8. Minimize Investment Trading

Reduce investment errors over time by trading less frequently. Trading is described as an act of hubris that increases opportunities for mistakes.

9. Practice Cynical Definition

To truly understand the weaknesses in a sales pitch or idea, try to define it cynically and humorously. This exercise measures your skepticism and reveals flaws in the idea or your own thought process.

10. Read Timeless Works

Read fiction, historical biography, and philosophy, focusing on beautifully written works that have stood the test of time. This practice helps gain a long-term perspective and wisdom.

11. Seek Wisdom from Elders

Actively seek out and listen to the wisdom of older people (75+ years old). Their collective experience is a massive and underappreciated source of knowledge.

12. Separate Work and Personal Reading

Establish a strict rule to avoid reading work-related material outside of office hours. This creates mental separation, prevents burnout, and allows for broader personal learning.

13. Start Day with Reading & Exercise

Begin your day early, read for a few minutes, and go to the gym. This routine helps clear your head and prepare you for the day ahead.

14. Document Your Information Sources

When creating or presenting information, clearly show your sources and how you learned it, for example, through links. This builds trust with your audience and allows them to verify your claims.

15. Consistent Skill Practice

To improve a skill, such as writing, dedicate consistent, focused time to practice daily. Prioritize this practice even over other responsibilities to ensure continuous improvement.

16. Reread Impactful Books

Reread books that have had a significant impact on you multiple times. This practice deepens understanding and better integrates their wisdom into your thinking.

17. Physical Books for Note-Taking

Read physical books for a tangible experience and better recall of information location. Take notes in paperbacks or on separate scrap paper for hardcovers to preserve them.

18. Foster Advisor Trust

Financial advisors should actively foster stronger loyalty and trust with clients by demonstrating commitment to their long-term best interests. This can involve contracts or incentives that discourage short-term, unnecessary activity.