Investment Epistemology

There's an interesting article cited over at PostPolitics on the epistemic roots (Popper v. Galton) of a strategic disagreement between investment contrarian Nassim Taleb and libertarian überspeculator Victor Niederhoffer, who runs (or anyway, ran when I lived there) an unorthodox Manhattan discussion group called Junto. Bonus: the author is Malcolm Gladwell, of Tipping Point fame.