The Curious Mind: Sunday Spark #11

Your portfolio, your intelligence, and your body all got the same memo

Dear Friends - This week we asked two versions of the same question.

Over the weekend we discussed What Only Humans Can Do, and during the week we discussed The Scoreboard & the Supercycle.

In markets: why are the most optimised portfolios breaking first?

In life: why are the most “optimisable” parts of you the ones AI will replace?

Same answer both times. Value capture. The moment a metric replaces the thing it was meant to measure, you stop playing the game and start playing the scoreboard.

Here are 3 thoughts for your weekend.