Didier Darcet
26 March 2021

System 2 For Bonds

Ten years ago, Nobel laureate Daniel Kahneman described two systems the brain uses to form thoughts in his best-selling book, Thinking, Fast and Slow.

System 1: Quick!… Think about a color, and tool… And the winner is: red hammer! Quick!… Think about a safe asset class…. And the loser is: bonds!
System 2: Here, we propose a method to enhance bonds’ expected returns, in any circumstances. Slow, logical, effortful.

This method is embedded into our TrackMacro App. If you have 90 seconds to spare in system 1, first watch the TrackMacro video!