Whether it's driving, picking stocks, or fighting chimpanzees, humans often overestimate their actual skill level. In this week's show, Jason and Jeff discuss this reality, and what you can do as an investor to counter your own human nature. Topics include discovering the difference between luck and skill with investing, how to find useful lessons, and the power of humility and giving yourself grace. (Hat tip to Alex Morris for a tweet that inspired part of today's show.)
In the second part of the show, Jason and Jeff argue over whether we're in a bull market or not, and whether it really matters. (Hint, it doesn't, except for when it does.)
Companies mentioned: AAPL, AMZN, FRC, MELI, META, MSFT, RDFN, ZM
We would love feedback on the show. Share with us at:
Email: thesmatteringshow@gmail.com
Twitter: @smatteringshow
Check out our YouTube channel for more content:
https://www.youtube.com/@TheSmatteringShow
Find the 2023 Smattering Portfolio here:
https://tinyurl.com/Smatterfolio2023
Alex Morris' tweet: https://twitter.com/TSOH_Investing/status/1673696074312167425
