#16 – Let’s talk about Mental Models

Episode Notes:

We are discussing Mental Models in today’s episode. Specifically, important Mental Models that you can use in investing.

  1. What are mental models?
  2. Why are mental models important?
  3. First Principles
  4. Circle of Competence
  5. Inversion
  6. First-order, second-order, third-order thinking
  7. Occam’s Razor


  1. Tim Ferriss Show – Naval Ravikant Episode – https://www.youtube.com/watch?v=-7J-Gwc9pVg
  2. Shane Parrish – Farnam Street – https://fs.blog/
  3. The Knowledge Project- https://fs.blog/knowledge-project/
  4. Poor Charlie’s Almanac- https://www.goodreads.com/book/show/944652.Poor_Charlie_s_Almanack
  5. The Psychology of Misjudgement – https://www.youtube.com/watch?v=4ICaAKuAudQ
  6. Elon Musk on First Principles – https://youtu.be/NV3sBlRgzTI
  7. Safal Niveshak – Circle of Competence – https://www.safalniveshak.com/mental-models/
  8. James Clear – Atomic Habits – https://www.goodreads.com/book/show/40121378-atomic-habits
  9. Atit Kothari – Mental Models Blog- https://atitkothari.substack.com/p/framework-for-looking-for-gems
  10. Tapan Desai – Mental Models – https://tapandesai.com/mental-models/
  11. Tapan Desai – Monthly Mullings – https://www.instagram.com/mullingsbytapan/


Atit Kothari: https://kothariatit.com/

Tapan Desai: http://tapandesai.com/

Please note:

Information is only for educational purposes and should not be relied upon as investment advice.

This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app

Send in a voice message: https://anchor.fm/cold-brew-money/message