The Financial Times recently published an article about my travails in recruiting. After sharing the article, I expand on what I learned about recruiting, teams, and culture since becoming CEO of IMA.
“At least a billion people on earth at this moment who would consider their prayers answered if they could trade places with you.” – Sam Harris
Culture matters. I share how I evolved from an analyst purely focused on numbers to an investor and CEO focused on people. Using two stories from IMA’s own past, I recount how running the business made me a better investor.
For the longest time, my son Jonah would beat his younger sister Hannah at just about everything. That all changed when we watched The Queen’s Gambit earlier this year.
In investing, there are many “games to play”. There are a lot of ways to try to make money in the market, and not all of them are good, rational, or productive over the long term.
I recount the first time I felt fear. Not the fear of losing my own life, but the fear a parent feels when their kids are at risk. I remember this harrowing episode, and what it taught me about being a parent.
I go over why we may be entering a sideways market (I wrote two books on this subject), as well as how to invest in them.
I share a story about when four separate people asked me about “investing” in cryptocurrencies, as well as my thoughts on Bitcoin and other crypto-assets.
Finding investments to weather the storm. Strategies and ways to mitigate inflation risk, including investing in businesses with pricing power, capital intensity, and investing abroad.
Exploring the nuances of inflation, including when it may be coming, from where it might arrive, and how long it might be staying.