Mental Models Podcast It's not a brain in a jar, that's the gist!
Activity Overview
Episode publication activity over the past year
Episodes
Mental Models: Game Stop Stock Unhinged: #72
31 Mar 2021
Contributed by Lukas
GameStop $GME shops mainly sold physical video games. They would also stock many resale items. The physical locations capitalized on the same type of ...
Mental Models: EV Bubble Bursting: #71
17 Mar 2021
Contributed by Lukas
The Electric Vehicle (EV) Bubble is rising and appears to be starting to burst. Issuances continue to pick up. The entire basket of EV stocks that we...
Mental Models: Money, genetics and your brain, lessons from “Behave” by Robert Sapolsky: #70
03 Mar 2021
Contributed by Lukas
Financial insecurity impacts our brain and body throughout human development. Stress is increased with more authority & responsibility. Lessons from ...
Mental Models: Lessons for finance, economy, & human behavior. Book review of “Sapiens”: #69
28 Jan 2021
Contributed by Lukas
Brain and Investing lessons that we took from the book Sapiens by Yuval Noah Harari (2017). An excellent read covering many surprising insights about ...
Mental Models: Play and Understand Stock Market Bubbles: #68
12 Jan 2021
Contributed by Lukas
Mental Models Podcasts predicts that this historic and unprecedented bubble will crash by the second quarter of 2021. Bubbles are driven by narratives...
Mental Models: Stock Winners and Losers heading into 2021: #67
16 Dec 2020
Contributed by Lukas
COVID-19 has created an unprecedented impact on the stock market. There have been clear wining and losing stocks in 2020, where will these stock go i...
Mental Models: Political Theater, Psychology and Stock Market predictions for 2021: #66
02 Dec 2020
Contributed by Lukas
Analogies help when we are faced with new challenges. Current events matter for the stock market, let’s frame these current events in relationship t...
Mental Models: Streaking Star Effect or Bias: #65
09 Nov 2020
Contributed by Lukas
A talent that you have, but will it last, unlikely! We all want that superior money earning performance to continue, and we enjoy the success of an in...
Mental Models: Mistique behind Winning Streak, Hot Hand Effect: #64
20 Oct 2020
Contributed by Lukas
Hot hand effect is the mystic behind your winning streak, despite all of your theorizing. There are many factors that explain the wins in the stock ma...
Mental Models: Changes to Economic Landscape: #63
01 Oct 2020
Contributed by Lukas
Moving parts of the current economy has been influenced by the pandemic. This is an unprecedented time and reflects a poor experimental design. What i...
Mental Models: Compassion & Revisit #47 Our Basic Human Values: #62
15 Sep 2020
Contributed by Lukas
Compassion and our basic human values drive us. In this episode we revisit a popular episode, and discuss values in detail from both an investing & ps...
Mental Models: Is Spotify a Good Investment?: #61
02 Sep 2020
Contributed by Lukas
Spotify changing up the podcasting distribution - does it make Spotify a good investment? Spotify is scooping up top podcasters like Joe Rogan and Kim...
Mental Models: Investment Decisions in Levitating Market: #60
05 Aug 2020
Contributed by Lukas
How does COVID-19 continue to influence market decisions? Online and e-commerce are impacting the market, as is the upcoming presidential election. Wh...
Mental Models: Psychology of Disney Stock since Virus Crisis: #59
23 Jul 2020
Contributed by Lukas
What is the psychology of HOW Disney stock is traded due to #COVID-19? Disney provides ‘top notch escapism’ via multiple arms of the corporation. ...
Mental Models: Where is stock market going…crash?: #58
10 Jul 2020
Contributed by Lukas
Risk is always a part of investing but even more with the unknowns of opening and closing of the economy. Another factor driving the market is the mon...
Mental Models: Will Toilet Paper Stock Surge During Pandemic?: #57
25 Jun 2020
Contributed by Lukas
Everyone needs toilet paper! The initial increase in buying of toilet paper (AKA tissue paper) at the start of the COVID-19 crisis was likely due to a...
Mental Models: Psychology of Pandemic be Physically Distant while Socially Engaged: #56
11 Jun 2020
Contributed by Lukas
Psychological research can inform our behavior during the COVID-19 pandemic. How do we decide what is the most effective response and how we will act?...
Mental Models: Psychological Timeline of Pandemic: #55
28 May 2020
Contributed by Lukas
Jan. - Feb., 2020 was a period of ‘psychological inoculation’, in that we have heard this before, viruses come and go, like the flu and N1H1, and ...
Mental Models: Brain Effects While Working From Home: #54
12 May 2020
Contributed by Lukas
Norepinephrine sends signals widely throughout the brain that move us into a task motivated stated. A brain regain called the locus coeruleus located...
Mental Models: COVID-19 Stock Market Rallies: #53
06 May 2020
Contributed by Lukas
Global economy has stalled in early 2020 due to COVID-19 and governments have provided stimuli. The stock market has rallied; SMP is up from the botto...
Mental Models: Global Protein Chain Breaking/Broken: #52
30 Apr 2020
Contributed by Lukas
African Swine Fever in China has depopulated the hog heard in China. China is responsible for 50% of global production and consumption of pork. The c...
Mental Models: Motivations & Basic Human Values-Part 2: #51
24 Apr 2020
Contributed by Lukas
Our basic human values drive us and drives up our oxytocin levels in our brain. Provided are applied examples of values in the investing world. We con...
Mental Models: Are Analogies between ‘?’ and Covid-19 Dangerous?: #50
15 Apr 2020
Contributed by Lukas
Analogies help our brains understand a current event often using a past event, but with our brain filling in unknown gaps and creating possible danger...
Mental Models: Anchoring Bias & Base Rate Neglect in Relation to Covid-19: #49
09 Apr 2020
Contributed by Lukas
How do we think psychologically about numbers? Especially in relation to the Covid-19 2020 pandemic and the impact on the stock market. Take into cons...
Mental Models: Recalibrate Biases to Cope with Pandemic: #48
31 Mar 2020
Contributed by Lukas
Biases investors need to be aware of include ILLUSIONS OF INVULNERABILITY and ILLUSIONS OF CONTROL. Due to years of investing success investors feel i...
Mental Models: Motivations That Drive You - Our Basic Human Values Part 1: #47
18 Mar 2020
Contributed by Lukas
Our basic human values drive us. In this episode we discuss values in detail from both an investing and psychological perspective. Our mental models o...
Mental Models: Impulse Control and Investment Decisions: #46
11 Mar 2020
Contributed by Lukas
Do you have the will power to keep from buying that stock too early? Humans need the will power to delay gratification - how do we get it? Discipline...
Mental Models: Keys to Flexible Thinking and Problem Solving: #45
03 Mar 2020
Contributed by Lukas
The keys to flexible thinking come from exploring the different solutions to a problem vs. exploiting the rewards, resulting in perseveration behavior...
Mental Models: Use Chunking to Conquer Memory Limitations: #44
27 Feb 2020
Contributed by Lukas
In this episode we consider how our memory systems are organized and what we can do to help become better at remembering in a variety of areas of our ...
Mental Models: Selection Bias - Where’s Waldo?: #43
19 Feb 2020
Contributed by Lukas
Selection Bias can keep us hunting for what is most present on our mind, Waldo or the new Toyota we are planning to buy. Once we have committed to a ...
Mental Models: Salience Bias - Fear and Uncertainty: #42
11 Feb 2020
Contributed by Lukas
Be the courageous investor! Fear linked to 3 things: 1: To little information 2: Potential Threat 3: Helplessness Investing is linked to 2 things: 1:...
Mental Models: Avoid Rationalizing a Stock that is a Lemon: #41
29 Jan 2020
Contributed by Lukas
Rationalization and thesis drift is akin to wrestling with muddy pigs... it’s slippery and you will lose $$$. For investors ”thesis drift” is t...
Investment Process V: Post mortem: #40
21 Jan 2020
Contributed by Lukas
“Understanding Behavioral Bia$” follow along with book by Dr. Daniel Krawczyk and George Baxter, JD, CFA, (Chapter 8) while listening to this podc...
Mental Models: Market & Macro Nonsense: #39
15 Jan 2020
Contributed by Lukas
Recap of general market trends experienced in 2019 and interpret what they might mean for the economy in 2020. The expansion is the longest we have s...
Mental Models: Investing & Behavioral Bias in an Election Year: #38
08 Jan 2020
Contributed by Lukas
How politics might influence the stock market in an election year! All of this while the standing president of the United States is under investigatio...
Mental Models: Holiday Message 2019 and Behavioral Bia$: #37
23 Dec 2019
Contributed by Lukas
There won't be any regular episodes of Mental Models Podcast as we take a holiday break. Regular service will resume the first full week in January 20...
Investment Process IV: Analysis and Execution: #36
11 Dec 2019
Contributed by Lukas
“Understanding Behavioral Bia$” follow along with book by Dr. Daniel Krawczyk and George Baxter, JD, CFA, (Chapter 8) while listening to this podc...
Investment Process III: Fundamental Research: #35
03 Dec 2019
Contributed by Lukas
Follow along with our book “Understanding Behavioral Bia$” by Dr. Daniel Krawczyk and George Baxter, JD, CFA, (Chapter 8) while listening to this ...
Mental Models: Understanding Behavioral Bia$: #34
25 Nov 2019
Contributed by Lukas
Book review and origin story of "Understanding Behavioral Bia$: A Guide to Improving Financial Decision Making”. This book is a great tool to impro...
Investment Process II: Idea Vetting: #33
20 Nov 2019
Contributed by Lukas
Idea vetting is the second step in the Investment Process - how to improve your process and what Biases are keeping your from your financial and inves...
Investment Process I: Idea Generation: #32
13 Nov 2019
Contributed by Lukas
Investment Process new series (3 parts) from Mental Models Podcast. Talking you through each step of the investment process, starting with idea genera...
Mental Models: Benefits of Behavioral Bias: #31
06 Nov 2019
Contributed by Lukas
Biases can come about and trip up your investing decisions when your moving to fast. Incorporate speed bumps into your process, such as a check list....
Mental Models: Peaking Investors Curiosity: #30
30 Oct 2019
Contributed by Lukas
In the investing world some very distinctive feature are alerting you to a particular opportunity or something to be concerned about - Peaking your Cu...
Mental Models: Passive or Active Management: #29
22 Oct 2019
Contributed by Lukas
Passive index funds (ex. S & P 500 can be over performed if an edge can be found. Ways to avoid bias in active and passive management. Episode #29 is ...
Mental Models: "Inside Bill's Brain: Decoding Bill Gates": #28
15 Oct 2019
Contributed by Lukas
A discussion of Bill Gate's mental models as observed in the 3 part documentary series on Netflix: "Inside Bill's Brain: Decoding Bill Gates". Bill G...
Mental Models: Part 2 of Mike Hughes on Artificial Intelligence: #27
08 Oct 2019
Contributed by Lukas
Artificial Intelligence Part 2 with Mike Hughes from OutSystems in Portugal discussing uses of AI in investing, business and court proceedings as the ...
Mental Models: Mike Hughes on AI Part 1: #26
06 Oct 2019
Contributed by Lukas
Artificial Intelligence enthusiast Mike Hughes discusses a range of topics including machine learning and the future of computing. Part 1 of a 2 part ...
Mental Models: Framing Effect & Investing: #25
24 Sep 2019
Contributed by Lukas
Consider the "bias luggage" that comes along with your frame and the frame of the market while investing and making investment decisions. BUY “Unde...
Mental Models: Value Investing and Technology Part 2: #24
17 Sep 2019
Contributed by Lukas
The landscape of value investing has changed due to the availability of information. The rapid increase in information on businesses, stocks and more ...
Mental Models: Value Investing Since Benjamin Graham Part 1: #23
10 Sep 2019
Contributed by Lukas
Value investing from Benjamin Graham to the lessons of Warren Buffet. Followed by what the picture is NOW. Review of modern day investing and how the...
Mental Models: Biases that keep you from Investing Success: #22
03 Sep 2019
Contributed by Lukas
Biases are part of the cognitive architecture of the brain. We can't avoid biases but we can think analytically and put speed bumps in our way to for...
Mental Models: Macro Economy Revisited: #21
27 Aug 2019
Contributed by Lukas
The macro economy picture NOW (8/2019)in the US that would have a world impact. What to watch: Consumer is strong; Fed has eased, but there is an inv...
Mental Models: Reflexivity: #20
20 Aug 2019
Contributed by Lukas
Use the mental model of reflexivity as applied by George Soros to capital markets leading to investing success. In summary, a rising stock price can r...
Mental Models: Economic Cycle and Macro Babble: #19
13 Aug 2019
Contributed by Lukas
Helpful to have a schema or picture of how the economy works so you don't overreact to news reports such as Chinese tariffs, that might rattle the mar...
Mental Models: Confirmation Bias and the Macro Rorschach: #18
06 Aug 2019
Contributed by Lukas
Is the US headed into a recession or contraction in the economy? Confirmation Bias is when we force our views upon the macro data, and there is always...
Mental Models: Knowledge Illusion-When You think you get it, but you don't: #17
30 Jul 2019
Contributed by Lukas
Understand your mental model, and develop a competitive advantage of investing strategies, and learn the brain science behind the knowledge illusion. ...
Mental Models: Brain and Investment Timing: #16
23 Jul 2019
Contributed by Lukas
A challenge for investors is get the timing correct in their forecasts. How does the timing of current events impact the market and what is your brain...
Mental Models: Multiple Memory Bias Strategies: #15
16 Jul 2019
Contributed by Lukas
Learn strategies to fix memory biases that keep you from financial success. Increase your profit margin! Learn the science of memory to truly understa...
Mental Models: Expertise #14
09 Jul 2019
Contributed by Lukas
Expertise can serve an investor very well, although it can take 10,000 hours to be a true expert in a particular field. Skills developed in another di...
Investing Profit Despite Perils of Hindsight Bias: #13
02 Jul 2019
Contributed by Lukas
Not being able to see the difference between what you know NOW relative to what you KNEW before IS hindsight bias - a psychological bias that can be o...
Investing-Brain Myths Debunked and Winning Strategies: #12
25 Jun 2019
Contributed by Lukas
Short sales are rarely the simple inverse of a long sale-LEARN 3 strategies for investing success in short sales. A monkey cannot out perform an inves...
Investors Identify and Remedy Regression to the Mean: #11
18 Jun 2019
Contributed by Lukas
Investors should be aware that stocks are not always normally distributed and when this fact is overlooked they may suffer from the 'regression to the...
Multiple Levels of Thinking Styles: #10
11 Jun 2019
Contributed by Lukas
Embrace that we think at multiple levels, not just fast and slow. Our thought process is constructed in 3 levels, due to the complexity of our brains...
Strategies to Overcome Illusion of Control Bias: #9
04 Jun 2019
Contributed by Lukas
Illusions of control or illusion of invulnerability bias, is in response to the complications of the world and your brain. We think we have everything...
Strategies to Keep Narratives from Leading you Off a Financial Cliff: #8
28 May 2019
Contributed by Lukas
How does your brain interpret the world and develop narratives? It takes a heroic effort to upend a narrative that you put a lot of work behind. Stick...
Confirmation Bias: #7
21 May 2019
Contributed by Lukas
Strategies for investors, lawyers, intelligence analysts, and everyday life. Gather evidence to strategize if on the correct path - we are looking for...
When to Upend the Status Quo?: #6
14 May 2019
Contributed by Lukas
The default effect is a strategy used in marketing with great success. It is very human to go with the 'status quo'. There is a natural brain benefit...
Decision Fatigue | Strategies for Success: #5
07 May 2019
Contributed by Lukas
How do you avoid decision fatigue? Strategies used by George Baxter, JD, CFA include limiting his decisions outside of his professional life as a hedg...
Groupthink Part 2: #4
30 Apr 2019
Contributed by Lukas
Groupthink how being part of an investing team comes with positive and negative factors. How working with a team can derail your investing strategies ...
Groupthink Part I: #3
23 Apr 2019
Contributed by Lukas
We take a deep dive into the benefits of thinking in groups and how our mental models change through group interactions. Team members can help us to f...
Value drives our lives! Your brains response to value & investing lives: #2
14 Apr 2019
Contributed by Lukas
Value runs deeply within your brain. The brain’s reward systems respond to primary incentives, but the story does not end there. People amplify the ...
Mental Models: Your brain & behavioral finance: #1
04 Apr 2019
Contributed by Lukas
Do you want to learn about Mental Model$, behavorial finance and neuroscience/your brain? Do you want to know how your brain functions and the interac...