Eric Siu argues that great investors think like philosophers, drawing on history, ethics, and broad knowledge rather than just market data. He cites Bruce Lee's adaptability and Jocko Willink's discipline as models for the kind of polymathic thinking that positions you to spot trends before they happen.
Chapters
So much of investing has nothing to do with investing. Every great investor I know is a philosopher. They try to think about life. They try to think about decision-making. They try to think about ethics. They try to think about history, right? They're kind of like almost like a polymath. Yeah. But through this philosophical lens, you could argue that Bruce Lee and the lessons of like Be Like Water is very similar to maybe a Jocko Willink, who is, you know, a Navy SEAL commander, to a Name your favorite investor. Everyone is always so focused on what is the thing that we got done, but the best investors actually have time to think. So much of investing has nothing to do with investing. It's just about becoming a mature, intelligent, uh, kind of open-minded person who's able to take all these inputs from the world, synthesize them, and then come up with understandings of where the world is going to go and positioning yourself to benefit from that.