Short but wide-ranging conversation with Robert Cialdini on using “pre-suasion” to influence others. Some notes below (for personal reference only, any mistakes in transcription are my own). On persuasion vs. pre-suasion, and what role does attention and motivation play in these concepts? Motivation is the functional component of persuasion. Persuasion involves putting into a message […]
Month: January 2023
Readings For The Week (28/1)
Readings/content links include Packer & Co’s December 2022 report, Platinum Asset Management on the Chinese property market, a recent paper on central bank gold holdings, an interview with Hosking Partners, and CNA on what the rise of digital banks means for Singapore’s seniors. Packer & Co: December 2022 report. Gold as international reserves: A barbarous […]
OAM’s 2022 Letter
Desmond Kinch’s latest annual letter is now available (link here). We have covered his letters from previous years and find they are always an interesting read. Some brief notes below – these are for personal reference only, any mistakes are my own. Regarding their fund allocations, he discusses the importance of forging deep and long-lasting […]
Readings For The Week (15/1)
Readings/content links include Jonathan Ruffer’s Q4 2022 investment review, Andrew Clifford’s macro outlook for 2023, a Hosking Partners podcast reflects on the “new world order”, the latest developments in the Euronav/Frontline merger saga and Reuters on Fast Retailing’s recent decision to raise wages. Jonathan Ruffer: Q4 2022 investment review. Andrew Clifford: 2023 – A great […]