Brinton Johns
5 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Nov 3, 2021 by Brinton Johns · said 5 times in 3 episodes since 2022 · across every show →
On the record as a speaker too: Brinton Johns's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Ben Gilbert (5)
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2022 5 mentions in 3 episodes 2 per episode
Everything said about Brinton Johns, oldest first
Nov 3, 2021 negative
Johns: Investment 'conviction' is just a synonym for overconfidence and sunk-cost bias
“We use conviction as a synonym for overconfidence. I think that's what Really is the right way to, that's the right way to think about it. Conviction for us means, hey, I've done a ton of work, so I've got a lot of sunk costs, which means I've got bias, and I …”
Nov 3, 2021
Johns: Investing should prioritize biological resilience over predicting the future
“You know, it's really more about resilience than it is about predicting the future. And it's about adaptability. Like biology doesn't really care that much about the future. They care about adapting to this wide range of futures, right? Like my bees don't real…”
Nov 3, 2021
Johns: Emergent behavior makes exact future predictions useless
“We don't know how the future is going to unfold because the system is interacting together, and it creates what's called emergent behavior, and emergent behavior makes predicting useless in most cases, and we can have guidelines and heuristics, and those are a…”
Nov 3, 2021
Johns: NZS holds ~15 resilient names and ~40 optionality names
“So we concentrate resilience. That's about 15 names and just over half the portfolio. And then we distribute optionality. So that's about 40 names. Also just under half the portfolio. Max position size one and a half. And in the middle is between one and a hal…”