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The Intellectual Edge

Hundreds of paid subscribers

Uncovering timeless investing insights and sharing the best with you, every week.

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Substack
PricingFreemiumPublishesWeekly
Issues91Founded2 years agoLast Issue11 days ago
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Latest Issues

A Beginners Guide to Game Theory - Pt.1

What is it, why does it matter for investors, and how can we use it?

The topic of game theory is widely discussed but not so widely understood, we all nod along as though we know the details of the Prisoner’s Dilemma or the Nash Equilibriu...

11 days ago
180
Paid

You haven’t spent enough time on this.

The question every investor has to ask.

You’ve likely heard the classic piece of psychological research that found more than half of road users think they’re above average. This has become the go-to example of overconfidence bias.

19 days ago
13
Paid

When you should trust your intuition (and when not to)

The world of investment research is booming.

If we were to view investment research as a bottle of water, we might say the internet bought it close to full capacity, but now with social media and AI, it’s been carbonated, shaken, and let l...

25 days ago
39
1

The Lessons of Howard Marks' Memos Pt.3 ('11-'15)

This is the best episode so far. By a long shot.

Welcome back to the lessons of Howard Marks’ memos.

a month ago
13
Paid

The best explanation wins.

One of life’s great pleasures is reading the right book at the right time.

Over the years I’ve read many ‘great’ books that I didn’t connect with. Maybe I didn’t have the sufficient knowledge to appreciate their contents or I just wasn’t...

2 months ago
57
3

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