In this conversation, we explore the transition from being a market commentator to a confident investment strategist. We discuss the importance of understanding the difference between academic and investment research, the role of self-awareness in decision-making, and the significance of mental models in simplifying complex situations. The conversation also delves into the art of persuasion and the necessity of effective communication in influencing others. Ultimately, it emphasizes the continuous journey of personal and professional growth in strategic thinking and investment.