TIP571: Charlie Munger & The Psychology of Human Misjudgment
You're listening to TIP.
One of the most important things to behaving more rationally is understanding our countless
behavioral biases at play when making decisions.
And that is why in today's episode, I'm going to be sharing the psychology of human misjudgments
that have been explored extensively by legendary investors such as Charlie Munger.
To help guide us through this journey of exploring human psychology, I picked up Peter Bevelin's
wonderful book called Seeking Wisdom.
This book dives into the wisdom of some of the world's greatest thinkers, including
Charlie Munger, Warren Buffett, and Charles Darwin.
In part two of the book, Bevelin dives into 28 misjudgments explained by psychology,
many of which I'll be walking through during this episode.
This episode will touch on the power of incentives, how we as humans are impatient, are desired
to remain consistent with prior actions, the anchoring bias, authority bias, social proof,
or desire to attach meaning to outcomes and determine the causes of why things happen
in much more.
As I read through these great examples in the book, I'm reminded just how often we humans
behave irrational, and we do so without even knowing it as we're very emotionally driven
creatures.
I don't want to give too much away here at the beginning, so with that, I hope you
enjoy today's discussion covering Peter Bevelin's book Seeking Wisdom.
You are listening to the Investors Podcast, where we study the financial markets and read
the books that influence self-made billionaires the most.
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Hi, ChpListner.
This is Stick.
I am hosting a networking event for the listeners of the Investors Podcast in August,
Denmark, October 7th, and I hope you'll join me.
The event is completely free and we'll have tapas and wine for everyone.
The intention is to keep the event small and we only have 15 spots open.
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Please also include just a few lines about why you liked the book.
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There's no set agenda for the meeting and we have no speakers.
As is often the case with a free TAP events, we discuss investing, wonderful books we read
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I hope to see you soon.
So like I mentioned at the top, I'm going to be chatting about some of the things I learned
from reading Seeking Wisdom by Peter Bevelin.
I previously hadn't heard of this book before, but I first heard about it from a recommendation
from Godam Bade.
Back in April 2023, we started what we call our TIP Mastermind community where we have
a network of like-minded investors where we discuss ideas and we network with others.
We brought Godam in for a Q&A session with the TIP Mastermind community and one of the
community members asked him for his book recommendations and one of the books he recommended
was Seeking Wisdom, which is what he also recommended in the podcast episode I had
with him back on episode 566.
If the TIP Mastermind community is something you think would be interested in checking
out, you can learn more by visiting theinvestorspodcast.com slash mastermind.
Stig and I also talk quite a bit about the Mastermind community on episode 557 in the
last 15 minutes of that episode.
The community is currently full, but we do have a waitlist you can sign up for to be notified
of when we open up the group back to new members.
So turning back to the psychology of human misjudgment, this is what is covered in part
two of Peter Bevelin's book Seeking Wisdom.
If you're not familiar with Peter Bevelin, Nassine Teleb referred to him as one of the
smartest people on the planet.
He's the author of four books and it's funny because when I search his name, there's
very little about him on the internet.
I just did a quick search and I really couldn't find too much about him and I didn't see
any public appearances that he's done.
So it seems pretty clear to me that Bevelin is all about just sharing this wisdom he's
learned from studying the great minds from Buffett, Darwin, Munger and he's really not promoting
himself or any products or anything else really.
The quote he has here at the start of this section is from Dio Christostone, a Greek philosopher.
Why or why are human beings so hard to teach, but so easy to deceive?
Charlie Munger has stated, if you want to avoid irrationality, it helps to understand the
quirks in your own mental wiring and then you can take appropriate precautions.
In Bevelin outlines 28 different reasons for misjudgments that can be explained by the
makeup of our human psychology.
These things are hardwired into us and most often it's happening subconsciously so we
aren't even aware of these irrational tendencies that we are all susceptible to.
But for each of these 28 different misjudgments we're susceptible to, Bevelin gives an explanation
as to why we're susceptible to them and what we can do to overcome them.
Just to name a few here to give you an idea, we have bias from mere association, underestimating
the power of rewards and punishments, self-serving bias or overconfidence, bias from anchoring,
bias from over-influence, by social proof, etc.
Bevelin explains that these tendencies have been verified by a number of experiments and
each of us are more or less susceptible to each of these by varying degrees.
An action that might be totally irrational to one person may be totally rational for
another person because that's just the way we're hardwired and the experiences that
each of us have helps form our view of the world in the way we think.
Let's start with the first human misjudgment that Bevelin lists here which is the bias
from mere association.
Bevelin writes, we automatically feel pleasure or pain when we connect to stimulus with
an experience we've had in the past or with values or preferences we are born with.
As we've learned, we move towards stimuli we associate with pleasure and away from those
we associate with pain.
One example that Bevelin shares to describe how mere association can influence us is the
case of a supplier taking out a customer named John to the best daycows in town and then
picking up the tab.
So when the time comes for John to go out and buy new supplies, John associated the
supplier with pleasant feelings and it ties into the point here that humans can be really
susceptible to act off our emotions and our feelings rather than stone cold facts and logic.
He explains further, people can influence us by associating a product, service, person,
investment or a situation with something we like.
Many times we buy products in relationships and invest our money merely because we associate
them with positive things.
No wonder advertisers or politicians connect what they want to sell with things we like and
avoid associating themselves with negative events.
And this also ties to why companies and politicians they'll try and paint their competitors
in a negative light and then they get people to associate their competitors as something
to dislike by mere association.
As investors we want to be mindful of this principle as many managers and CEOs we know
they can be pretty promotional and be pretty charismatic.
Just because you naturally like someone you like a CEO, you like the management team,
it doesn't mean that we should invest alongside them or even just looking at a product.
How many people have rode in a Tesla car and they fell in love with it and they said I
just have to own this stock.
This doesn't have to necessarily be a bad thing either.
I generally like to go to stores or go to restaurants where I like the way that employees
treat people and I want to support these types of businesses rather than going to businesses
that treat their customers poorly.
He also points out that people generally don't like delivering bad news.
People tend to perceive someone differently if they are the bearer of bad news.
For example in Antigone a messenger feared for his own life since he knew that the king
would be unhappy with the bad news that he would be bringing.
This especially can be difficult when you're delivering bad news to someone like a CEO
and that's someone who is typically in a position of power.
Having giving bad news, Buffett says that for those who work with him they should think
like owners and deliver bad news immediately because the last thing someone like Buffett
wants is for bad news to be delivered too late.
Tips that Bevelin shares to counter this misjudgment of bias from association is evaluate
things, situations and people based on their own merits.
Encourage people to tell you bad news immediately, be aware that just because you associate
some stimulus with pain or pleasure, it doesn't mean that that stimulus will cause
the same pain or pleasure in the future.
And remember that individuals aren't either good nor bad merely because we associate
them with something positive or negative.
I of course don't want to make this podcast hours long and cover every misjudgment, but
I did want to cover these next two that Bevelin lifts here which are related to incentives.
I covered this subject during my series on the joys of compounding by God and Bade and
that starts on the episode 534 here on the podcast feed.
Godam had an entire chapter in his book covering the power of incentives.
So the second misjudgment he lists here is titled Reward and Punishment, then the third
one is self-interest and incentives.
Starting with the second one he starts with a Charlie Meyer quote, the iron rule of nature
is you get what you reward for.
If you want ants to come you put sugar on the floor.
So what we do is seek what is rewarding to us and avoid what we're punished for.
We learn what's right and what's wrong from the consequences of our own actions.
So behavior that feels rewarding or pleasurable it tends to be repeated and once these behaviors
get reinforced they start to be set in stone and become stronger and stronger over time
and then they become a habit.
Samuel Johnson in 18th century English writer said, the chains of habit are too weak to
be felt until they are too strong to be broken.
In Bevelin talks about how people act with regards to social programs or certain programs
that may be available through their work and then take advantage of these things that
they don't necessarily need.
For example, he shares a story that Charlie Munger has told related to the New York Police
Department.
Their pension system was set up to pay out depending on what their pay was in their final year
of service and remember you're going to get the outcome that you incentivize.
So what the police officers would do is that when they would reach their final year
of employment, everyone would just cooperate and then let the officer take a thousand
hours of overtime to maximize their pay in that final year.
Absolutely nobody would have shame in taking advantage of such a system because they each
expected to benefit from that program.
Munger has stated they soon get the feeling that they're entitled to do it.
Everybody did it before and everybody's doing it now.
So they just keep doing it.
Bevelin also shares how this can relate to investing.
When people start to make money investing, they think they're geniuses and they become
overly optimistic risk takers.
And then after they see some failures or when they start losing money in stocks, they become
overly pessimistic and risk averse.
People have a tendency to overreact to recent experiences.
Just like how a child won't risk touching a stove that may be hot twice, a retail investor
that loses a ton of money in a biotech pick isn't likely to buy into another biotech in
the future because of that negative association that they now have.
It's also important to remember that good consequences don't necessarily mean we made
a good decision and bad consequences don't necessarily mean we made a bad decision.
If you're a manager, a leader or a parent that wants to incentivize good behavior and
disincentivize bad behavior, bevelin suggests that pleasurable experiences should be broken
into segments and painful experiences should be given all at once.
Have you ever been to a birthday party where kids' presence were all put into one box?
Well typically all the gifts are in a ton of different boxes.
Giving rewards frequently feels better.
It feels better to get $50 twice than to get $100 once and it feels less bad to lose
$100 once than it does to lose $50 twice.
We also prefer a sequence of experiences that improve over time.
It feels better to lose $100 then gain $50 than to gain $50 then lose $100.
Again we prefer a sequence of experiences that improve over time.
Bevelin has a lot here that we should keep in mind in relation to the second misjudgment.
He says that praise is more effective in changing behavior than punishment is and it
is better to encourage what is right than to criticize what is wrong.
Second, we should tie incentives to performance to the results that you want to achieve and
make people share in both the upside and the downside.
Make sure they understand the link between their performance, the reward and what you want
to accomplish yourself and do your best to not incentivize behaviors that you don't
want.
Ideally undesirable behavior should be costly, he writes, the painful consequences of undesirable
behavior must outweigh its pleasurable consequences.
For example, the consequences of spending time in jail ought to be more painful than the
pleasure of getting away with burglary.
When I think about executive compensation in relation to this, I want to own businesses
that are working to maximize long term shareholder value.
Executives who own a lot of stock and they've done so for many years, they're incentivized
to think long term.
As managers who are paid primarily based on stock options that increase in value with
short term price increases, they're incentivized to push for that short term performance.
Then there's this quote here I really like that he has from Upton Sinclair and American
Novelist.
It is difficult to get a man to understand something when his salary depends upon him not understanding
it.
Inbevelin also says to reward individual performance in not effort or length in an organization
and reward people after and not before their performance, it somewhat baffles me when
I see companies have their very structured and hierarchical approach to business where
you can only get promoted after so many years of service and it essentially gives their
employees the path to management and it primarily bases it based on how many years they've
been with the company.
We should also be careful about allowing money to be the only motivation.
If you turn it into all about money, then work that somebody enjoys may turn into something
they really don't enjoy.
The reward itself can change the perception.
Hevelin writes, a reward for our achievements makes us feel that we are good at something
thereby increasing our motivation.
But a reward that feels controlling and makes us feel that we are only doing it because
we're paid to do it, it decreases the appeal.
And there's a quote here from Blase Pascal that I really like as well.
We are generally better persuaded by the reasons we discover ourselves rather than by those
given to us by others.
And then the last point here from Bevelin, decision makers should be held accountable for
the consequences of their actions.
Munger has stated, an example of a really responsible system is the system the Romans used
when they built an ark.
The guy who created the ark stood under it as a scaffolding was removed.
It's like packing your own parachute.
All right, so turning to the third misjudgment that is directly related to this, this is
titled self-interest and incentives.
Right off the bat, Bevelin shares a story that I wanted to read here.
The organizers of a tennis tournament need and money.
So they approached the CEO of TransCorp and they asked him to sponsor the tournament.
The CEO asked how much and then they said $1 million.
The CEO said that's too much money and then they responded, not if you consider the fact
that you personally can play one match, you can sit in the honorary stand next to a member
of the presidential family and be the one that hands over the prize at the end to reply
to the organizer.
Then the CEO says, where do I sign?
People do what they perceive is in their best interest and they're biased by their incentives.
There's the classic saying that you should never ask the barber if you need a haircut.
Everyone including lawyers, accountants, doctors, consultants, salesmen, organizations,
media and admittedly myself were all biased by our own incentives.
And remember that what is good for them may not be good for you.
Financial advisors are typically paid salesmen and they may trick you into buying things
that you don't really need, which in my opinion is all too prevalent in the financial services
industry.
It's also worth mentioning the incentives of Wall Street and the incentives of the
media.
Wall Street wants you to act and to constantly be buying and selling because they make a
killing on the spreads and the transactions fees from you constantly trading.
Investment bankers get paid hefty commission checks when you buy into their overpriced
and overhyped new hot IPO.
So if you want to change someone's behavior, see if you can change their incentives.
Benjamin Franklin stated, when you persuade, speak of interest, not of reason.
End quote.
It's likely unwise to straight up tell someone what they should do.
And most people are likely better off acting out of their own free will.
I can't think of too many people that enjoy being given demands constantly, especially
on things they don't really want to do.
It reminds me of some parents that are just watch dogs for their children and it sometimes
leads to the children even rebelling and doing the opposite of what the parent wants
because they've taken it too far and they've gone overboard.
Warren Buffett once said, we want the manager of each subsidiary to run their business
in the way they think is best for their operation.
We'll never tell a subsidiary manager which vendor to patronize or anything of that sort.
Once we start making those decisions for our managers, we become responsible for the
operation and they are no longer responsible for the operation.
That's the Berkshire approach.
I think on balance, our managers like it that way because they're not going to get
a second guest and nobody will go over their heads.
So key takeaways here and things to keep in mind include always consider the incentives,
benefits and interest at play of counterparties you're dealing with and understand people's
motivations and what makes them tick.
This could be financially related or related to other things such as status, reputation,
power, envy, ethics, morality, etc.
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All right, back to the show.
The fourth human misjudgment I wanted to mention is titled self-serving tendencies and
optimism, and this ties into our bias of being overconfident.
Most people tend to naturally think that they're special.
They think that bad things that have happened to others aren't going to happen to themselves.
And of course, this can lead to some people just behaving totally recklessly before they
learn their lesson.
Bevel and rights, most of us believe we are better performers, more honest, and more intelligent,
and have a better future.
Have a happier marriage, are less vulnerable than the average person, etc.
But we can't all be better than average.
We tend to overestimate our ability to predict the future.
People tend to put a higher probability on desired events than on undesired events.
Time is good, but when it comes to important decisions, realism is better, in quote.
Another point he ties into this is investors naturally attributing any gains in investing
to skill and any losses in investing to just bad luck.
Experiments have shown that when we're successful whether that be chance or skill, we tend
to credit our own character or our own ability.
We really need to be aware of our own egos at play here, and recognize that overconfidence
can lead to unrealistic expectations and make us prone to making poor investment decisions.
Bevel and rights recognize your limits.
How well do you know what you don't know?
Don't let your egos determine what you should do.
Charlie Munger says it is remarkable how much long-term advantage people like us have gotten
by trying to be consistently not stupid, instead of trying to be very intelligent.
There must be some wisdom in the folks saying it's the strong swimmers who drowned,
rather than solely focusing on the upside, be acutely aware of the downside and what
can go wrong.
Build in a margin of safety and have a plan of action if things happen to turn south.
In oftentimes when it comes to investing, we may hear ideas from people who sound extremely
smart and extremely confident.
That is all too common with so many people in businesses trying their very best to
sell you something, but for investing, we'll want to always consider the track record
of that promoter.
Do they have a track record of consistently being right, or are they wrong more often
than not?
I think a lot of investors get led astray by following the recommendations of promoters
that really have no track record at all, and it could be really difficult to look at
track records of many people who are promoters, tweets can be deleted, we can't see maybe
prior emails they've sent and other recommendations they've made.
Continuing along with the fifth one he brings in here, it's really interesting, I think,
it's titled Self Deception and Denial.
It's so interesting that there is no easier person to fool than ourselves.
Richard Feynman once stated, the first principle is that you must not fool yourself, and you
are the easiest person to fool, end quote.
Meville and Wright's we deny and distort reality to feel more comfortable, especially
when reality threatens our self interest.
To quote the Austrian psychologist Sigmund Freud, illusions commend themselves to us because
they save us pain and allow us to enjoy pleasure instead.
We view things the way we want to see them.
We hear what we want to hear and deny what is inconsistent with our deeply held beliefs.
We deny unpleasant news and prefer comfort to truth.
We make sense of bad events by telling ourselves comforting stories that give them meaning
in quote.
The main takeaway is that if we want to be great investors, we have to see the world
as it is, and not for what we want it to be.
Refusing to look at the downside or things we don't like doesn't make those things
disappear.
Bevelin says that bad news that is true is better than good news that is wrong.
I'm finding it hard to skip any of these misjudgments knowing that I'm not going
to be able to fit all 28 of them into this episode, but the 620 list here is related
to consistency.
I think it's just so so important.
John Meanor Keynes, the famous British economist, he once stated, the difficulty lies not
in the new ideas, but in escaping the old ones.
Which ramify for those brought up as most of us have been into every corner of our minds.
Once humans make a commitment, such as a promise, a choice, or even invested time, money,
or effort, we generally want to remain consistent with that commitment.
And the more we have committed or the more that we have invested into it, the harder it
is for us to change our minds.
We're biologically hardwired to want to maintain a positive image, and if we're viewed
as someone who can't be trusted and can't be consistent, then that may end up hurting
our own image.
Many of the guests we bring onto the podcast don't like to talk about companies in their
portfolios because they know it messes with their psychology of how they view that company.
If me or anyone else were to talk positively about a company in public, then it becomes
really hard to say that we're wrong about it and to change our minds.
But it's funny because sometimes I do come across the occasional guests, Chris Mayer is
one that comes to mind, and he says that he has absolutely no issue with changing his
mind, and potentially selling out of that position when the facts change related to his
original thesis.
As Keynes once stated, when somebody persuades me that I am wrong, I change my mind.
What do you do?
This also reminds me of the sunk cost fallacy.
Many investors oftentimes have a hard time letting go of investments that they know have
gone bad.
I know I've had some losers that I held onto for way too long when the thesis wasn't
playing out how I originally expected, and Buffett has this quote that the most important
thing to do when you find yourself in a hole is to stop digging, and that's a lesson
I have learned the hard way, especially.
Remember that you don't have to make your money back the same way that you lost it.
So when you realize that you've made a mistake, not based on the movement of the stock price,
but you've made a mistake when looking at your actual thesis, then it's probably best
to move on to other ideas that offer a better opportunity.
To sell a stock is to admit that you were wrong on your original thesis.
Psychologically, we've been invested into the company with our desire to be consistent,
but the business in the stock don't know and they don't care whether we own it or not.
It's going to do what it's going to do.
I actually had this encounter recently with a charity organization that used this trick
of me wanting and desiring to be consistent.
So someone approached me in my brother down in Florida, and they asked us whether we've
been to a hospital.
And they mentioned that our experience likely wasn't that great, so we just simply agreed
with them.
And then the next thing you know, they're pitching us on donating to a children's hospital
that's in need of whatever they were raising money for, and they were clearly playing
on the psychological tactic of us needing to be consistent.
We had said that hospitals probably could be a bit better at times, so if we wanted
to remain consistent, then we needed to donate money to them.
By the way, the trick did work on me.
Robert Chaldeanie, I believe, also has a chapter on this psychological tactic in his
famous book, Influence, which is another great read for understanding human behavior.
Strong convictions can be really dangerous, especially when they're almost ideological.
This could be investing or really anything else.
When our thoughts default to some ideology, our brains, they sort of turn off and they
go on autopilot, so we need to make sure our decisions are active and we're thinking
rationally, as Munger would say.
Munger said, we've done a lot of that, scrambling out of wrong decisions.
I would argue that's a big part of having a reasonable record in life, in quote.
I'm no poker expert, although I wish I were, but once you have your money in the pot,
you can't change that.
Once you've lost money on investment, that can't be changed all of a sudden.
Just because you've put money into the pot or you've put money into an investment, it
doesn't mean you have to continue doing so.
Time, money, and effort that has been spent is now gone.
Bevelin writes, decisions should be based on where you want to be.
Not where you've been.
You should base decisions on the present situation and future consequences in quote.
Jumping to the eighth misjudgment here covering the status quo in the Do Nothing Syndrome,
humans also have a natural tendency to stick with the status quo.
Oftentimes, there are good reasons for this.
Particularly sticking to the tried and true method is what generally works.
This is also the path of least resistance.
You don't have to think about what would happen if you chose another option.
Humans are also very habitual.
They have their routines, rather than continually switching things up.
Bevelin writes, the more emotional a decision is or the more choices we have, the more we
prefer the status quo.
This is why we stick with our old jobs, our typical brand of car, etc.
Even in cases where the costs of switching are very low, I can't help but think about
the pushback that people get when they leave a promising career to chase something that
they're passionate about or maybe chasing a new business opportunity.
Bevelin also argues that people tend to prefer to play it safe with inaction rather than
trying something new in risking harm.
He writes, we feel worse when we fail as a result of taking action than when we fail from
doing nothing.
We prefer the default option, for example, the alternative that is selected automatically
unless we change it.
Then his takeaways here are deciding to do nothing is also a decision and the cost of doing
nothing could be greater than the cost of taking action.
Also remember what you actually want to achieve, not what anyone else wants you to achieve.
The ninth misjudgment points to an opportunity for much of our audience which is filled with
long-term investors.
The misjudgment is impatience.
People want the quick fix, the easy money, and the jackpot today.
It reminds me of the marshmallow test where these children could either get one marshmallow
now or two marshmallows in 15 minutes and it points to what each person's time preference
is and it really tested their patience.
Human impatience is the reason why so many people have stacked up debt, they're taking
their rewards today and pushing any costs into the future to be paid back later.
I like to think about what I believe to be one of my biggest advantages as a long-term
investor and it's time arbitrage.
I'm willing to purchase a durable and a growing business today but I'm willing to sit
on it for years while many other shareholders are worried about the EPS numbers for the
latest quarter and you know looking at it down to the nearest penny and whether they hit
or miss their Wall Street targets and then they're watching how the stock pounces up and
down day by day.
The goal for me anyways is trying to be patient, ignoring the noise and focusing on the
businesses underlying fundamentals and where it's heading for the long run.
I think that people really are too impatient.
They think they need to be doing something every day.
Warren Buffett maybe makes a few sizable trades a year and Chris Mayer who I interviewed
on the show here and just recently interviewed for the second time, Chris said in 2022 he
added one company to his portfolio and removed one company.
That's it.
Most of the time these great investors are exercising patience and they're letting
their businesses compound for them.
When making any decision you need to weigh the positives in the negatives.
Short-term pleasure may lead to long-term suffering and short-term suffering may lead to long-term
pleasure.
This could relate to health and fitness, relationships, your career, your business, investments or
really whatever else.
The 11th misjudgment he lists here is a contrast comparison.
Bevelin uses the example of having three buckets of water, one cold water, one hot water,
and then one's room temperature.
If you put one hand in the cold water and one hand in the hot water and then you put them
both in the bucket with that is room temperature, then your cold hand feels warmer and your warm
hand feels colder.
The point is that we judge stimuli by differences and changes and not by absolute magnitudes.
So everything seems to be relative and it depends on the context of the situation.
Then he pulls in a few other examples here.
If you go shopping and you purchase a $1,500 suit, then adding a $100 tie doesn't really
seem all that bad.
The $100 tie doesn't seem like very much because we're automatically contrasting it to
the $1,500 suit.
I can just imagine this getting so tricky with really big purchases.
You might be going and purchasing a higher-end car and then you have all the commissions
and the add-ons that they'll try and tack onto that or even purchasing a home and the
commissions associated with that and the fees that go with the mortgage because in my
mind it's so easy for the bank to just lump everything into the mortgage so the consumer
doesn't really feel the pain when they sign that dotted line.
They're just excited to move into the new home.
You can also consider how companies price things as well and they pull in the contrast comparison.
For example, if you go to a movie theater and you were offered a large popcorn for $12,
you might say that's just a ridiculous price and you just simply pass on it.
But if the theater also offered a small popcorn for $10 and then you still had the large
for $12, then the large may appear that it looks like a bargain because you get a lot
more popcorn relative to the small for only $2 more.
The product itself didn't change but adding in the inferior option can change people's
perception towards a particular product.
In oddly enough, this can be a situation where people feel like they're getting a bargain
even though they're essentially paying top dollar prices.
Another issue with the contrast comparison is that we may be susceptible to not discovering
problems until it's too late because the problems arise very gradually.
When things change very quickly, it understandably takes us by surprise.
But the things that really blindside us are the things that happen very gradually over
time that really can't be reversed.
When changes slow enough, we don't really notice the effects.
This could be a company very gradually manipulating their financials or relationships slowly going
south as you let more and more issues sort of slip by.
Bevelin writes, sometimes it is a small, gradual, invisible changes that harm us the most.
Use personal finance as an example to $1, $500 monthly car payment likely isn't going
to cause you to go broke or bankrupt you.
It's the incremental things that add up over time that amount to getting you in a place
that's nearly impossible to dig yourself out of.
The credit card bills stack up, you live outside your means, you buy an extra car, you
buy a house, you can't really afford and so on.
That's just to use money here as an example for the contrast comparison.
Another misjudgment that most of our audience is going to be aware of is anchoring, which
directly relates to this contrasting concept.
Anchoring is when we become over-influenced by certain information and acts as a reference
or anchor for future judgments.
For example, if you buy a stock for $50 in January and the stock now trades for $40 in
August, then some might say you've made a bad investment just because the price today
is less than what you originally paid and they don't even consider what they believe
to be the actual value of that company.
Or some people might get fixated on the $50 and say, since it was at $50 for quite some
time and now it trades for $40 all of a sudden, then they might assume that $40 is a bargain.
The point is that we shouldn't put too much weight on the price in telling us what the
true underlying value is of the company.
One who bought Meta stock in July of 2022 at $170 might have been laughed at by their
friends when the stock was trading for $90 in November 2022.
And at the time of this recording, that person would be up substantially on their investment
at $170 even though they looked probably pretty down for some period of time.
Remember that price can deviate drastically from the underlying value for relatively long
periods of time.
Let's take a quick break here from today's sponsors.
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As I chatted about during my episode on Howard Marx's book Mastering the Market Cycle,
the market is largely driven by human psychology, by greed, fear, and overall sentiment.
If sentiment is really bad, then price can go well below intrinsic value until sentiment
picks back up again.
Bevelin writes, the present price of a stock in relation to some past quote doesn't
mean anything.
The underlying business value is what matters.
Now this concept of anchoring I think we should all be mindful of when dealing with negotiations
as well.
Say if a car salesman tells you the price of a car, let's just say it's $30,000, which
you feel is a bit of a stretch relative to what you're getting from the car.
Let's say going into the deal, you thought you might not want to pay more than $20,000
for the car.
Well the salesman might understand your hesitancy and he pulls a special discounted deal out
of his back pocket and it's a deal that happens to expire that day.
So if you want the discount, then you need to act now and then he offers the car for $26,000
and it includes even these extra special features that you didn't think you were going
to get originally.
Well since he originally offered $30,000, $26,000 doesn't really sound so bad because we
now have that anchor of $30,000, that price is anchored in our mind.
So the takeaways bevelin list here is consider choices from a zero base level and remember
what you actually want to achieve.
So in the case of the car, maybe you don't even want the extra features, but it's something
that you're actually paying for and it's baked into the price.
And then second is adjust information to reality.
This atrocity is another popular bias that is explained in Robert Childini's book Influence,
which bevelin also ties into his book here.
Marcus Cicero wrote, there is no duty more indispensable than that of returning a kindness.
All men distrust one forgetful of a benefit.
You can think about how when somebody does something very kind to us, psychologically
we feel that we are now in debt to that person.
We tend to repay in kind what others have done for us, whether it's good or bad.
This is my guess as to why grocery stores just give free samples of various products or
some website gives you a seven day free trial period.
Resiprocity is something I feel I've experienced here at TIP as well.
Tens of thousands of people listen to our show each week and they get to do so for free
while having to deal with the occasional ad break of course.
Since our listeners didn't have to pay anything to listen to our show, when I go and meet
people in person they tend to almost feel like they've just owe a great deal to TIP
with all the value that we've provided to them at no cost.
And TIP isn't particularly special, there are plenty of other podcasts out there that
do the same in provide content for free.
And I think reciprocity is something that many successful people understand.
I think of people who are hardwired to just give and that's with no expectation of getting
anything back in return.
And behold, after all of that giving that they've done over a long period of time, on
the back end, they may come to find that they've received 10X the value in return in some
way, shape, or form.
It reminds me of how Gotham Bay talks about in his book, The Compounding of Goodwill,
and then Guy Spear talks about this as well in his book.
Gotham had compounded Goodwill with various people he had worked with and he helps them
with their own investments and whatnot.
And one person he was connected with had warned him about the issues that were happening
within a company that Gotham wasn't aware of and he had owned that company.
So he had gotten out of the stock that was in trouble before the market realized the
issues and that only happened because of all that compounding of Goodwill over time and
then that old co-worker shed light on the issues that were happening within that business.
And if he hadn't compounded that Goodwill in the way that he did, then he never would
have been shown where the business was heading in the future.
Bevelin also has another example of people being treated one way or another.
His states, I praised him for a job well done and I received a motivated employee.
I told him about a mistake and he became hostile towards me.
We respond the way we are treated.
If we are unfair to others, people are going to be unfair back.
If people trust us, we tend to trust them.
If people criticize us, we criticize him back.
If people we don't like do us a favor, we reciprocate anyway.
In Bevelin also talks about how Warren Buffett has this challenge where around three-quarters
of his managers are financially independent.
They don't have to work for Berkshire but they still choose to do so.
Buffett thinks to himself, how can I make these managers want to work for Berkshire?
One way he does this is to give managers ownership over their work so they feel like they're
running the show, they don't have a watchdog keeping an eye on their every move and then
second-guessing them or telling them how to run their business.
In many ways this is something that is very rare, at least in my experience I think.
These managers have ownership over their work and they really appreciate Buffett just
staying out of their business.
Many of these managers are probably reciprocating by paying Buffett back and treating them
in a way that they wish to be treated and then they go and do great things with their
business.
Then Bevelin of course lists many things we can keep in mind related to this.
People don't want to feel indebted.
We are disliked if we don't allow people to give back what we've given them.
So allow people to give back to you if you are compounding goodwill in some way and
giving to them.
The second point here also fascinates me, quote, a favor or gift is most effective when
it is personal, significant and unexpected.
It's so fascinating to me that people will like you more if you give them something
that they totally don't expect, especially if it's really personalized.
I think there is something innate within most humans that they really just do not want
to stand out from the crowd, which is why it's so interesting to study investing and study
all these great investors because by definition in order to outperform the crowd, your opinions,
your actions and your investments need to deviate from the crowd.
Even philosopher Eric Cofer said, when people are free to do as they please, they usually
imitate each other.
People tend to believe what other people believe and do what other people do.
If someone else avoids something, we're more likely to avoid it as well.
If other people endorse a product and tell us how much they love it, we're more likely
to follow their lead and purchase that product.
And social proof is why most managers tend to stick with the status quo in order to avoid
standing out and looking foolish for making an unconventional decision.
As many of the listeners know, this social proof idea and this tendency, it leads to terribly
irrational things when it comes to the markets.
Warren Buffett said that as happens in Wall Street all too often, what the wise do in the
beginning, the fools do in the end.
When we see crowds of people doing something, we're more likely to follow suit.
Even if the prospects of the investment are too good to be true, or the numbers just
don't add up or make sense, this is how Bernie made off was able to get away with market
beating returns year after year after year.
Even though his so-called investment strategy was back-tested and it was actually found
that achieving such returns using the approach that he said that he used was literally impossible.
People don't care about logic when they seem to be getting rich by doing something irrational.
When people act within a group or they act within a crowd, we feel that we have less
responsibility to make a thoughtful decision, and this can lead us to becoming overconfident
because everyone else is doing the exact same thing.
So overconfidence also ties into this social proof idea.
Buffett stated, we don't derive comfort because important people, vocal people, or great
numbers of people agree with us, nor do we derive comfort if they don't.
Benjamin Graham stated, have the courage of your knowledge and experience.
If you have formed a conclusion from the facts, and if you know your judgment is sound
to act on it, even though others may hesitate or differ.
You are neither right nor wrong because the crowd disagrees with you.
You are right because your data and reasoning are right.
Nowadays with social media, it's easy to fall into groups and can fall into these
eco-chambers of being surrounded by people who think the exact same as you.
The social media algorithms may even be pushing this to your feed so you mostly see this
content that you already agree with.
Probably the best way to combat this is to seek out viewpoints that you disagree with,
and seek out those alternative viewpoints that see things differently.
Another bias in relation to investing is authority bias.
Many investors, including myself, check out what other big name investors are buying
or what they already own.
In a way, I imagine part of our brains just turning off when we see an investor, we
deeply admire purchase large amounts of a stock, and we may do less due diligence than
we otherwise would.
Of course, this may sometimes turn out to be fine for us, but there may be cases where
this can really get us into trouble as well.
Authority bias is why advertisers use famous people to endorse their products.
I've recently been rewatching The Last Dance, which covers the story of Michael Jordan
and the Chicago Bulls winning their 6th championship in the 90s, and I think about The Last Dance
and how much of Nike's success came from exploiting the authority of bias, and they
are partnering with top athletes, such as Michael Jordan and Tiger Woods.
Another idea I've been thinking about a lot lately is that with investing, we are always
experiencing times of uncertainty, and because we're always facing the uncertainty of the
future, we turn to experts who sound like they know what they're talking about.
If someone doesn't necessarily understand the details of an investment, they may trust
the opinion of someone they perceive as an expert.
For the normal, everyday person, this may mean purchasing a obscure financial product
from their local financial advisor, or maybe for podcasts listeners, this means taking
someone's opinion as fact, just because they sound really smart, and it sounds like
they know exactly what they're talking about.
Buffett once said, techniques, shrouded in mystery clearly have value to the purveyor of
investment advice.
After all, what doctor has ever achieved fame and fortune by simply advising, take two
aspirants, and quote, this gets to the point of oftentimes in life.
The solution to many of our problems is the straightforward solution in the straightforward
advice that many of us already know and already understand, and the comments around uncertainty
also tie into the bias of sense making.
Oscar Wilde once said, the public have an insatiable curiosity to know everything, except
what is worth knowing.
Then Bevelin writes, we don't like uncertainty.
We have a need to understand and make sense of events.
We refuse to accept the unknown.
We don't like unpredictability and meaninglessness.
We therefore seek explanations for why things happen, especially if they are novel, puzzling,
or frightening.
By finding patterns and causal relationships, we get comfort and learn for the future.
After an event has taken place, people love to attribute one factor into describing why
the event played out the way it did.
The challenge with looking back at the past to try to prepare for the future, with regards
to markets at least, is that there are so many factors that play into it.
So determining this cause and effect relationship can be really, really difficult oftentimes.
Charlie Munger has a quote about forecasts and predictions that Bevelin shares here.
And here I would say that if our predictions have been a little better than other peoples,
it's because we've tried to make fewer of them.
So the big takeaway for me with regards to our bias for preferring certainty first come
to terms with the fact that the world is fundamentally uncertain and as far as I know will always
be that way.
When people are most fearful and uncertainty seems to be the highest, keep in mind that
that is when the best investment opportunities are going to come around.
Most people are going to want to wait out the storm and wait for the future to become
more clear.
And by the time that happens, the incredible investment opportunities will have already
passed by.
My second takeaway is that we humans, we want to try and think of the world in a very
simple cause and effect type way.
If X happens, then Y will happen.
If interest rates fall, then stocks will rise for example.
But keep in mind that the world in especially markets are practically never as simple as
we'd like them to be.
There are my rate of factors that play into why things play out the way they do, and
we likely can't reduce it down to just one single variable.
Then my third takeaway is that everything seems obvious in hindsight.
How many people in 2010, when the S&P 500 was trading for $1,100, would say that in 2023,
we'd be trading at $4,500, given that, you know, we'd experience things like a global
pandemic, global geopolitical tensions, multiple issues with the debt ceiling, US and China,
you know, global dynamics there, yet another banking crisis and so on.
Even if we know what events will play out in the future, we still can't be certain what
that will mean for stock prices.
It's a reminder for me to always be humble and always keep my own humility and check
and how much I think I know.
That wraps up the piece I wanted to do chatting about the misjudgments.
There are a number of them I didn't get to today, so I'd encourage you to pick up
the book which we will be sure to link in the show notes if you're interested in picking
that up.
Real briefly skipping ahead past the 28 misjudgments we've been covering here, Bevelin
has this piece on contextual influences and touches on a couple of the examples here
that I thought our audience would really enjoy.
Oftentimes people's view of something changes based on the way that something is framed.
To use an example, a label that shows 95% fat free is perceived much differently than
a label that shows 5% fat.
A surgical procedure with a 40% success rate is perceived much better than a surgical
procedure with a 60% failure rate.
When it comes to money, people tend to do a lot of mental gymnastics when it comes to
where money comes from.
If someone earns a thousand dollars through hard work, then they're going to value it
much more than had they won a thousand dollars from the casino or off a scratch off ticket.
Both of the thousand dollars spend the exact same way, but we tend to view it much differently.
Bevelin argues that we should view our assets in terms of their entirety.
A dollar is a dollar independent of where it comes from.
And then Bevelin shares three pieces of advice from Charlie Munger that really attributes
to a lot of what he's talking about in this book.
I quote, I don't want you to think we have any way of learning or behaving so you won't
make a lot of mistakes.
I'm just saying that you can learn to make fewer mistakes than other people.
And how to fix your mistakes faster when you do make them.
There's no way that you can live an adequate life without making many mistakes.
In fact, one trick in life is to get so you can handle mistakes.
A failure to handle psychological denial is a common way for people to go broke.
You've made an enormous commitment to something you've poured effort and money in it.
And the more you put in, the more the whole consistency principle makes you think.
Now it has to work.
If I put in just a little more than it'll work, then it's giving a head a bit.
Life in part is like a poker game, where you have to learn to quit sometimes when holding
a much loved hand, end quote.
Then the second part here, I've gotten so that I now use a kind of two track analysis.
First, what are the factors that really govern the interest involved,
rationally considered?
And second, what are the subconscious influences where the brain at a subconscious level
is automatically doing these things, which by and large are useful,
but which often misfunction.
One approach is rationality, the way you'd work out a bridge problem.
By evaluating the real interests, the probabilities, and so forth,
in the others to evaluate the psychological factors that cause subconscious conclusions
many of which happen to be wrong, end quote.
Then the last point is that Munger recommends using a checklist using all the main models
from psychology, reviewing them, and then consider the combined effects of what Munger calls
the Lala police effect and how that may play into a given situation.
At the end of the day, we need to remember that our minds and our bodies aren't adapted
to the modern world, the ancestral environment that we're hardwired to rewarded actions
before thought, any motion before reason.
With the modern world, it's very much the opposite, especially when it comes to investing,
which rewards thought and reason above actions and emotions.
A Chinese philosopher Lao Zhu once said,
He who knows men is clever.
He who knows himself has insight.
He who conquers men has force, and he who conquers himself is truly strong, end quote.
Well that wraps up this episode covering Seeking Wisdom by Peter Bevelin.
I hope you enjoyed this episode covering the book, and if you did enjoy it, we'd really
appreciate it.
If you took a minute and helped out our show, this might mean sharing the episode with
a friend, leaving a rating review on the podcast app you're on, leaving a like or comment
if you're listening on YouTube.
We very much appreciate you supporting the show, and I hope to see you again next week.
Thanks for tuning in.
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