Posts by Andrew Stotz
System of Profound Wisdom: Awaken Your Inner Deming (Part 20)
Dr. Deming developed his philosophy over time and in conversations with others, not in isolation. As learners, we tend to forget that context, but it’s important to remember because no one implements Deming in isolation, either. In this conversation, Bill Bellows and host Andrew Stotz discuss how there’s no such thing as a purely Deming organization and why that’s good.
Read MoreBecome a Better Investor Newsletter – 11 May 2024
0% return over the next 10 years. Berkshire Hathaway got US$189bn in cash. US is no.1 in oil. Risk of an RMB devaluation is real. Gang crime threatens the Swedish economy.
Read MoreTransforming How We Think: Awaken Your Inner Deming (Part 19)
What happens if you transform HOW you think? In this episode, Bill Bellows and host Andrew Stotz discuss the problem of thinking in one dimension at a time (as we were taught in school) and its impact on our ability to solve problems. BONUS: Book recommendations to broaden your understanding of Deming and more.
Read MoreISMS 41: Larry Swedroe – Focus on Managing Risk Not Returns
In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake number 32: Are You Subject to the Money Illusion? Mistake 33: Do You Believe Demographics Are Destiny? And mistake 34: Do You Follow a Prudent Process When Choosing a Financial Advisory Firm?
Read MoreA. Stotz All Weather Strategies – April 2024
Gold and commodities did well as stocks and bonds fell. Performance review of our strategies in April 2024 – All Weather Inflation Guard fell 1.5%, All Weather Strategy fell 1.5%, All Weather Alpha Focus fell 0.9%.
Read MoreBecome a Better Investor Newsletter – 4 May 2024
Only one cut by the Fed in 2024. 60/40 is not as safe as you may think. US accounts for 25% of global GDP. Replace nuclear with coal. The copper opportunity.
Read MoreGoal Setting Is Often An Act of Desperation: Part 3
In part 3 of this series, John Dues and host Andrew Stotz talk about the final 5 lessons for data analysis in education. Dive into this discussion to learn more about why data analysis is essential and how to do it right.
Read MoreMy Worst Investment Ever April 2024
In April 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 27 April 2024
Bonds only diversify under low inflation. Japanese earnings almost 2x the US. The MMT inflation train. Central banks load up on gold. AI demands power.
Read MoreOrganizations are Holograms: Awaken Your Inner Deming (Part 18)
In this episode, Bill Bellows and host Andrew Stotz discuss seeing organizations as holograms—3D images. Holograms show all parts from different views at once. Learn how using the lens of the System of Profound Knowledge lets you see the problems and opportunities for transformation.
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