Taylor Pearson: Ergodicity All The Way Down

<p>This week our guest is Taylor Pearson, Principal of<a href="https://mutinyfund.com/" target="_blank"> Mutiny Fund</a>, author of the book End of Jobs and the Interesting Times Newsletter. Our conversation is a summary of Taylor’s amazing blog posts such as: What is ergodicity, the Sand Pile Effect, Maginot Line, and Attractor Landscapes. He also tells us his investing journey and the origin story of the Cockroach Portfolio.<br> </p> <ul> <li>[0:00] Who is Taylor Pearson</li> <li>[3:30] The Cockroach Portfolio</li> <li>[6:00] Ray Dalio’s All Weather Portfolio</li> <li>[11:00] Nassim Taleb’s Black Swan</li> <li>[13:30] What is Ergodicity?</li> <li>[18:00] The Ergodicity Problem in Economics</li> <li>[21:00] Sand Pile Effect: Stability breeds Instability</li> <li>[31:00] The White Moose Problem</li> <li>[33:00] Maginot Line: Soldiers are Prepared to Fight the Last War</li> <li>[43:00] The Beer Game</li> <li>[47:00] Attractor Landscapes</li> <li>[56:00] Driven by Compression Processing</li> <li>[1:02:00] More from Taylor and Closing Questions</li> </ul> <p>If you like what you heard, make sure to follow Taylor on Twitter <a href="https://twitter.com/TaylorPearsonMe" target="_blank">@TaylorPearsonME</a></p> --- Support this podcast: <a href="https://anchor.fm/valuehive/support" rel="payment">https://anchor.fm/valuehive/support</a>