I have a lot of evidence that this way of thinking is how the most effective people think about the world. Here I’ll give two examples. Holden worked under Greg Jensen, the co-CEO of Bridgewater Associates, which is the largest hedge fund in the world.
BW also uses a lot of explicit models, https://www.youtube.com/watch?v=PHe0bXAIuk0
Holden working under Greg is also generally weak evidence about how Greg thinks.
I wasn’t making an argument, I was stating my position. I have far more evidence than I can convey a single blog post.