3-Bullet Sunday (Big Trends in Tech, Cognitive Biases &
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I. Benedict Evan’s Presentation on Big Trends in Tech
Every year, Benedict will produce a big presentation exploring macro and strategic trends in the tech industry.
The most exciting themes in technology today are transformative visions for 2025 or 2030: crypto, web3, VR, metaverse… and then everything else.
A must watch for tech investors.
II. Overcoming Cognitive Biases
With the market pulling back strongly this month, many investors were rattled.
A couple readers reached out to try and figure out what’s going on.
When the stock market is pulling back, our system 1 thinking will overtake our brain.
This is what lead many investors to worry and sell during volatile periods.
It’s a good time to remind ourselves of the cognitive biases that hurt our returns.
III. The Many Worlds of Enough - More To That
Is enough ever enough?
The world is filled with successful people who are unhappy. All the wealth and power in their hands but it never seem to be enough.
Lawrence from More to That put forth really good points on why humans have a tendency to keep shifting our goalposts and how do we find that sweet spot between ambition and green.
That’s it from me!
If you enjoyed today’s newsletter, do share it with your friends :)
-Thomas Chua
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