Low-Frequency Investing: The 2.9-Decision Portfolio
A retail investor who made only 2.9 decisions a year beat the S&P 500 in 11 of 11 years, averaging 21.8% annual returns versus 13.5%. The hosts run his brokerage history through the AI assistant Claude, then widen out to Jack Dorsey's 140-reason pre-mortem, Mark Zuckerberg's talent-density bet, Elon Musk's 24-hour rebuilding rule, and a four-step method called DARE for panic and fear.