When markets are uncertain, the hardest part isn’t volatility it’s deciding what matters when the usual signals don’t apply.

In this conversation, Gideon Shaw explores how investors and family offices think through decisions when information is incomplete and outcomes are unclear. The discussion focuses on judgment, discipline, and the frameworks that help guide high-stakes choices in emerging or rapidly changing environments.

Rather than offering predictions, this session centers on how to ask better questions, avoid common decision-making traps, and stay grounded when the path forward isn’t obvious.