“Trader state of mind.”
- Goal for session: Understand why traders often “give it all back” after a run of wins, and learn how to use emotions intelligently.
2) The Problem — “I was winning, then I lost it all”
- Many traders begin optimistic (freedom, financial independence).
- Early success → confidence → then an unexpected losing streak.
- Typical pattern: small losses → panic → revenge trading → blow up.
- The paradox: intellectually we know losses can happen, but emotionally we act as if we must recover immediately.
3) Key Metaphor — The Caveman & the Threat
- Image: a caveman (20k–100k years ago) facing a sabertooth tiger.
- Core idea: Evolution wired our brain to avoid loss because loss historically meant death.
- Caveman doesn’t know “money” — he knows life or death. That’s how our primitive brain interprets financial loss.
- Consequence: when modern traders lose, this ancient survival response (panic) is triggered.
4) Two Dangerous States (both rooted in evolution)
- Fear / Panic (after losses)
- “I must get it back” mindset.
- Triggers fight/flight reactive behavior.
- Euphoria / Overconfidence (after wins)
- Dopamine reward: feeling “I’m in the flow,” “bulletproof.”
- Leads to loosened rules, more risk — the “kiss of death.”
Both states are driven by the primitive brain and both destroy disciplined trading.
5) Dopamine — The Reward Trap
- Wins release dopamine (reward chemical) — feels like a “high.”
- Dopamine causes euphoria and overconfidence.
- Behavioural effects:
- Ignore stop-losses and rules
- Take larger positions
- Trade impulsively (risk increases)
- Outcome: eventual “pop” (loss) followed by panic and large drawdown.
Analogy used: hitting the dopamine system is like “snorting cocaine” — euphoric and dangerous.
6) The Emotional Storm — How Quickly It Happens
- Emotional responses are biological action potentials: they fire in nanoseconds and change perception.
- Any change in the chart = change in emotional state → potential storm.
- When the storm hits:
- Thinking brain (neocortex) is bypassed.
- “Knowledge you possess” disappears temporarily.
- You act like a primitive caveman — impulsive, reactive.
Key line: It happens that fast.
7) Brain Wiring — Why the Thinking Brain Loses Control
- Evolution built the emotional/mammalian brain first; the thinking brain grew on top of it later.
- Communication from the thinking brain back to the emotional brain is weak (analogy: a few old telegraph lines).
- Result: the thinking brain has little direct control over the emotional brain in high stress.
- Therefore the thinking brain must learn methods to manage or domesticate the emotional brain.
8) Fight–Flight in Trading (Concrete Behaviors)
- Fight: Revenge trading, increasing risk, trying to “win it back” quickly.
- Flight: Closing winners too early, avoiding trades, hesitation, freezing.
- Both are survival responses — not rational trading decisions.
9) The Real Danger: State-Dependent Knowledge Loss
- Knowledge and rules are state-dependent: you have them when calm, lose access under stress.
- Emotional hijack = you can’t access your trading skills when you need them most.
10) Practical Takeaways
- Recognize the cues: wins → euphoria; small losses → panic.
- Label the feeling: name the emotion (e.g., “This is dopamine euphoria”).
- Pause & breathe: slow diaphragmatic breath to reduce emotional charge.
- Keep rules visible: hard-coded rules reduce “in-the-moment” decisions.
- Train for state control: practice responses to losses in low-risk settings (paper trading, pre-defined drills).
- Domesticate the beast: treat the emotional brain as an animal to manage, not ignore.
11) Bullets points
- “You win a few trades, dopamine spikes — suddenly you feel unstoppable. That feeling is dangerous.”
- “Your primitive brain equates losing with threat. Money becomes life-or-death to that part of you.”
- “An emotional storm can wipe out your knowledge in nanoseconds — trading skill becomes unreachable.”
- “When the storm hits, the two typical reactions are fight (revenge trading) or flight (closing winners early).”
- “The work is not only trading systems — it’s learning to manage your state so you can use your system under pressure.”