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← Under rising uncertainty, people should shorten their planning horizon rather than invest in a distant future.
17 connected korrents · 19 moments from 22 Feb 2022 to 21 Oct 2026.
Everything filed under investing
investing
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ambition
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behavioural science
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startups
Everything filed under market efficiency
market efficiency Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Under rising uncertainty, people should shorten their planning horizon rather than invest in a distant future. Under rising uncertainty, people should shorten their planning horizon rather than invest in a distant future. Last stated 4 months ago
15 Jul 2026
TF
Tiago Forte — holds since 2026-07-15 — tap for who they are
Same subject: People tend to think they understand the future better than they actually do — tap to centre the map on it People tend to think they understand the future better than they actually do Last stated 4 years ago
3 Mar 2023
MM
Michael Mauboussin — holds since 2023-03-03 — tap for who they are
Same subject: Risk-taking becomes exponentially harder as a person gets older. — tap to centre the map on it Risk-taking becomes exponentially harder as a person gets older. Last stated a year ago
16 Oct 2025
NE
Nat Eliason — holds since 2025-10-16 — tap for who they are
Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: Thinking harder about a decision has diminishing returns because reality is inherently unknowable. — tap to centre the map on it Thinking harder about a decision has diminishing returns because reality is inherently unknowable. Last stated 5 years ago
22 Feb 2022
NN
Neel Nanda — holds since 2022-02-22 — tap for who they are
Same subject: An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from. — tap to centre the map on it An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — tap for who they are
Same subject: As much as possible, one should avoid predicting the future and instead wait for it to become the present and reveal what is actually needed. — tap to centre the map on it As much as possible, one should avoid predicting the future and instead wait for it to become the present and reveal what is actually needed. Last stated a year ago
14 May 2025
DS
Derek Sivers — holds since 2025-05-14 — tap for who they are
Same subject: If people are predictably irrational, maybe their decisions need help and sometimes their options need limiting — tap to centre the map on it If people are predictably irrational, maybe their decisions need help and sometimes their options need limiting Last stated 2 months ago
17 Sept 2026
DA
Dan Ariely — holds since 2026-09-17 — tap for who they are
Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets less efficient at long horizons rather than more efficient. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 11 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. Last stated 2 weeks ago
21 Oct 2026
BD
Brad DeLong — holds since 2026-10-21 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. — tap to centre the map on it An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. Last stated 3 months ago
5 Aug 2026
ZH
Zach Holman — holds since 2026-08-05 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: If whatever is being done is done well enough, investors won't be needed at all. — tap to centre the map on it If whatever is being done is done well enough, investors won't be needed at all. Last stated 2 months ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
At the centre
Under rising uncertainty, people should shorten their planning horizon rather than invest in a distant future.
Holds Read this korrent →
People tend to think they understand the future better than they actually do
Holds
Risk-taking becomes exponentially harder as a person gets older.
Holds
Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying.
Holds
Thinking harder about a decision has diminishing returns because reality is inherently unknowable.
Holds
An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from.
Holds
As much as possible, one should avoid predicting the future and instead wait for it to become the present and reveal what is actually needed.
Holds
If people are predictably irrational, maybe their decisions need help and sometimes their options need limiting
Holds
Technology has made markets less efficient at long horizons rather than more efficient.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar.
Holds
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Holds
An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
If whatever is being done is done well enough, investors won't be needed at all.
Holds