Chaos Is Winning: How the Best Investors Prepare for What They Cannot See

Mental models & portfolio principles for suriving stormy times.

When the hurricane rolled in, every captain ran for cover.

Every captain but one.

In Forrest Gump, he and rolled out to the storm naive to what was going on. Blissfully so. And when worst came to worst Lieutenant Dan climbed the mast of the shrimp boat and screamed into the storm. He did not flee. He did not beg for safety. He dared the storm to do its …