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#60 - Annie Duke, decision strategist: Poker as a model system for life—how to improve decision making, use frameworks for learning, and apply 'backcasting' to boost your odds for future success

Jul 1, 2019 2h 35m 26 insights
<p>In this episode, former World Series of Poker champion and author, Annie Duke, explains how poker is a pertinent model system for decision making in the real world, a system which blends imperfect information with some unknown percentage of both luck and skill. We go through the decision-making matrix, and how we spend most of our energy focusing on just one of the four quadrants at the expense of the learning opportunities that come from the other 75% of situations. Annie also shares how this evaluation of only the bad outcomes (and our tendency to judge others more harshly than ourselves in the face of a non-status quo decision), leads individuals, leaders, and teams to avoid bad outcomes at all costs. This avoidance is at the cost of the types of decisions which lead to progress and innovation both personally, and societally, across many realms from poker to sports to business to medicine. We also dive deep into a framework for learning, and the levels of thought required to rise to the top of a given domain. Finally, we talk about something that resonated deeply with me in terms of how I think about extending healthspan, which is the concept of "backcasting".</p> <p>We discuss:</p> <div dir="ltr" style="margin: 0px;"> <div style="margin: 0px;"> <div style="margin: 0px;"> <div dir="ltr" style="margin: 0px;"> <div style="margin: 0px;"> <div dir="ltr" style="margin: 0px;"> <div style="margin: 0px; font-family: georgia, serif;"> <ul> <li>Annie's background, favorite sports teams, and Peter's affinity for Belichick [7:30];</li> <li>Chess vs. poker: Which is a better metaphor for decision making in life (and medicine)? [12:30];</li> <li>Thinking probabilistically: Why we aren't wired that way, and how you can improve it for better decision making [18:15];</li> <li>Variable reinforcement: The psychological draw of poker that keeps people playing [25:15];</li> <li>The role of luck and skill in poker (and other sports), and the difference between looking at the short run vs. long run [38:00];</li> <li>A brief explanation of Texas hold 'em [47:00];</li> <li>The added complexity of reading the behavior of others players in poker [53:15];</li> <li>Why Annie likes to "quit fast", and why poker is still popular despite the power of loss aversion [58:30];</li> <li>Limit vs. no limit poker, and how the game has changed with growing popularity [1:01:00];</li> <li>The advent of analytics to poker, and why Annie would get crushed against today's professionals [1:10:30];</li> <li>The decision matrix, and the 'resulting' heuristic: The simplifier we use to judge the quality of decisions —The Pete Carroll Superbowl play call example [1:16:30];</li> <li>The personal and societal consequences of avoiding bad outcomes [1:27:00];</li> <li>Poker as a model system for life [1:37:15];</li> <li>How many leaders are making (and encouraging) status-quo decisions, and how Bill Belichick's decision making changed after winning two Super Bowls [1:41:00];</li> <li>What did we learn about decision making from the Y2K nothingburger? And how about the D-Day invasion? [1:46:30];</li> <li>The first step to becoming a good decision maker [1:48:45];</li> <li>The difference between elite poker players and the ones who make much slower progress [1:55:30];</li> <li>Framework for learning a skill, the four levels of thought, and why we hate digging into our victories to see what happened [1:58:15];</li> <li>The capacity for self-deception, and when it is MOST important to apply four-level thinking [2:06:15];</li> <li>Soft landings: The challenge of high-level thinking where there is subtle feedback and wider skill gaps [2:16:45];</li> <li>The benefits of 'backcasting' (and doing pre-mortems) [2:19:30];</li> <li>Parting advice from Annie for those feeling overwhelmed (and two book recommendations) [2:28:30]; and</li> <li>More.</li> </ul> <p><span style="white-space: pre-wrap;">Learn more at <a href="http://www.peterattiamd.com/">www.PeterAttiaMD.com</a><br /> Connect with Peter on <a href="Facebook.com/PeterAttiaMD">Facebook</a> | <a href="Twitter.com/PeterAttiaMD">Twitter</a> | <a href="Instagram.com/PeterAttiaMD">Instagram</a>.<br /></span></p> </div> </div> </div> </div> </div> </div> </div>
Actionable Insights

1. Think Probabilistically

Recognize that decision outcomes are not deterministic; many things could occur with varying likelihoods. Understanding this probabilistic nature is crucial for better decision-making.

2. Avoid “Resulting” Bias

Do not judge the quality of a decision solely by its outcome, especially in situations with high uncertainty. A good decision can lead to a bad outcome, and vice-versa.

3. Relentlessly Explore Counterfactuals

After any outcome (good or bad), actively consider alternative scenarios that could have occurred, including those that didn’t happen but were possible. This deep dive into “what if” scenarios is crucial for significant progress and understanding decision quality.

4. Practice Backcasting

To plan effectively, envision having already achieved your goal (e.g., “it’s a year and a day, and I achieved X”). Then, look backward and ask, “How did I actually achieve this?” to identify the steps and factors, including luck, that led to success.

5. Conduct a Premortem

Before starting a project or pursuing a goal, imagine it’s a year later and you’ve failed. Then, work backward to identify all the potential reasons for that failure, including luck, allowing you to proactively mitigate risks.

6. Plan for Luck’s Intervention

After identifying potential lucky or unlucky events (via backcasting/premortem), proactively ask: Can I increase good luck? Can I decrease bad luck? Can I hedge against bad luck? And most importantly, what will be my pre-planned response if bad luck occurs, to ensure calm, effective decision-making.

7. Advance Through Outcome Analysis Levels

Progress from attributing losses to luck and wins to skill (Level 1) to critically analyzing all four quadrants (good/bad decision, good/bad outcome) equally (Level 3), and ultimately questioning even successful outcomes for even better paths (Level 4).

8. Evaluate Decisions Systematically

To assess decision quality, analyze all possible outcomes, their likelihoods, and your preferences for each. Compare this expected value against other potential decisions to choose the path with the highest chance of a preferred outcome.

9. Catch Decision Errors Faster

Aim to identify and correct errors in thinking (e.g., overconfidence, deterministic thinking) more quickly, as even small improvements in this area significantly enhance decision-making.

10. Embrace “Quit Fast” Strategy

When exploring new activities, try many low-risk options, then quickly abandon those that don’t yield positive expected value (happiness, health, etc.) to free up time for things you truly love and want to commit to.

11. Analyze All Unexpected Outcomes

Just as negative outcomes trigger analysis, unexpectedly good outcomes should also be thoroughly examined. This helps identify overlooked risks, refine models, and learn from successful strategies that may not have been fully understood.

12. Forecast & Analyze Performance Deviations

Before an activity, forecast your expected performance. Afterward, analyze deviations: if you perform significantly below or above your forecast, investigate the underlying reasons to learn and improve.

13. Overcome Identity-Protecting Biases

To reach higher levels of decision analysis, be willing to challenge your core beliefs about your competence, even if it means re-evaluating a successful outcome and potentially “turning a win into a loss” for deeper learning.

14. Actively Seek Feedback

Cultivate a hunger for feedback on your decisions and outcomes. This proactive approach helps you understand potential futures, anticipate reactions, and learn from your experiences to continuously improve.

15. Guard Against Status Quo Bias

Be aware that fear of blame or a desire to avoid being seen as an “idiot” can lead to making status quo decisions rather than optimal ones, even when data suggests otherwise.

16. Foster Innovation by Reducing Fear

To encourage innovation and thinking outside the box, leaders and individuals should reduce the fear of being labeled an “idiot” for unexpected decisions that lead to bad outcomes, as this fear suppresses progress.

17. Prioritize Risk-Adjusted Return

When evaluating investments or decisions, focus not just on potential returns but also on the risk involved (risk-adjusted return on capital) to make more robust and sustainable choices.

18. Ask “Should We Have Done Worse?”

In post-mortems for negative events, expand the inquiry beyond “Could we have done better?” to also ask “Should we have done worse?” This helps identify situations where the decision process was actually worse than the outcome suggested, offering deeper learning.

19. Evaluate Against Perfect Information

After an outcome, consider what you would have done with perfect information. This reveals if you underplayed or overplayed a situation, helping to refine your strategy regardless of the actual result.

20. Use Poker as Decision Model

Poker, with its incomplete information and strong influence of luck, is a better model for real-world decision-making than chess, which has perfect information and no luck. This helps understand the nuances of decisions in uncertain environments.

21. Increase “Skin in the Game”

When personal accountability (e.g., using your own money, reputation) is high, it creates a stronger incentive to engage in higher-level, more objective decision-making and analysis.

22. Cultivate Rapid Improvement Conditions

To accelerate decision-making skill, seek environments with high “skin in the game,” a significant blend of luck and skill, and short feedback loops, as these conditions force rapid learning or failure.

23. Employ Systematic Thinking for Long Horizons

In decisions with extended feedback loops, systematic and probabilistic thinking becomes even more critical, as longer time horizons offer greater opportunity for self-deception and bias to go unchecked.

24. Treat Long-Term Decisions as Immediate

For decisions with long feedback loops, analyze them with the same rigor as if you would receive immediate feedback, like in chess. This helps counteract the tendency for self-deception over time.

25. Avoid “Soft Landing” Complacency

When decisions lead to positive but suboptimal outcomes, resist the urge to stop analyzing. Dig deeper to identify the truly optimal path and capture the full potential value that was missed.

26. Optimize Decision Speed

Understanding a robust decision-making framework allows you to decide quickly on routine matters and also to navigate complex, uncertain situations more efficiently, avoiding paralysis by recognizing when a “good enough” path is sufficient.