Category: Learning

The Spacing Effect: How to Improve Learning and Maximize Retention

Reading Time: 12 minutes

We are not taught how to learn in school, we are taught how to pass tests. The spacing effect is a far more effective way to learn and retain information that works with our brain instead of against it. Find out how to use it here.

“Every perception is to some degree an act of creation, and every act of memory is to some degree an act of imagination.”

— Gerald Edelman, Second Nature: Brain Science and Human Knowledge

The most important metaskill you can learn is how to learn. Learning allows you to adapt. As Darwin hinted, it’s not the strongest who survives. It’s the one who easily adapts to a changing environment. Learning how to learn is a part of a “work smarter, not harder” approach to life—one that probabilistically helps you avoid becoming irrelevant. Your time is precious, and you don’t want to waste it on something which will just be forgotten.

During the school years, most of us got used to spending hours at a time memorizing facts, equations, the names of the elements, French verbs, dates of key historical events. We found ourselves frantically cramming the night before a test. We probably read through our notes over and over, a gallon of coffee in hand, in the hope that the information would somehow lodge in our brains. Once the test was over, we doubtless forgot everything straight away.1

Even outside of formal education, we have to learn large amounts of new information on a regular basis: foreign languages, technical terms, sale scripts, speeches, the names of coworkers. Learning through rote memorization is tedious and—more important—ineffective. If we want to remember something, we need to work with our brains, not against them. To do that, we need to understand cognitive constraints and find intelligent ways to get around them or use them to our advantage.

This is where the spacing effect comes in. It’s a wildly useful phenomenon: we are better able to recall information and concepts if we learn them in multiple, spread-out sessions. We can leverage this effect by using spaced repetition to slowly learn almost anything.

It works for words, numbers, images, and skills. It works for anyone of any age, from babies to elderly people. It works for animals, even species as simple as sea slugs. The effect cuts across disciplines and can be used to learn anything from artistic styles to mathematical equations.

Spaced repetition might not have the immediacy of cramming or the adrenaline rush of a manic all-nighter. But the information we learn from it can last a lifetime and tends to be effectively retained. In some ways, the spacing effect is a cognitive limitation, yet a useful one—if we are aware of it.

In Fluent Forever: How to Learn Any Language and Never Forget It, Gabriel Wyner writes:

Spaced repetition…[is] extraordinarily efficient. In a four-month period, practising for 30 minutes a day, you can expect to learn and retain 3600 flashcards with 90 to 95 percent accuracy. These flashcards can teach you an alphabet, vocabulary, grammar, and even pronunciation. And they can do it without becoming tedious because they’re always challenging enough to remain interesting and fun.

In Mindhacker, Ron and Marty Hale-Evans explore further:

Our memory is simultaneously magnificent and pathetic. It is capable of incredible feats, yet it never works quite like we wish it would. Ideally, we would be able to remember everything instantly, but we are not computers. We hack our memory with tools like memory palaces, but such techniques required effort and dedication. Most of us give up, and outsource our memory to smartphones, cloud enabled computers, or plain old pen and paper. There is a compromise…a learning technique called spaced repetition which efficiently organizes information or memorization and retention can be used to achieve near perfect recall.

“If you wish to forget anything on the spot, make a note that this thing is to be remembered.”

— Edgar Allan Poe, Marginalia

The Discovery of The Spacing Effect

Hermann Ebbinghaus (1850-1909), a German psychologist and pioneer of quantitative memory research, first identified the spacing effect. After earning his PhD in Germany, he traveled to London. Like so many people, he found his life forever changed by a book.

The work in question was Elements of Psychophysics by the pioneering experimental psychologist Gustav Fechner. Inspired by this book, Ebbinghaus began the research into memory that would consume his career and impact all of us.

Ebbinghaus took up his new field of study with the unbridled zest of a newcomer. He didn’t believe strongly in the prevailing understanding of memory at the time. In his wish to avoid getting bogged down in theory, he made everything about experimentation. As researcher and the sole subject of his experiments, he faced an uphill battle.

His most important findings were in the areas of forgetting and learning curves. These are graphical representations of the process of learning and forgetting. The forgetting curve shows how a memory of new information decays in the brain,2 with the fastest drop occurring after 20 minutes and the curve leveling off after a day.

There is a way to slow down the process of forgetting. We need only to recall or revisit the information after we originally come across it. Going over the information later, at intervals, helps us remember a greater percentage of the material. Persistence will allow us to recall with 100% accuracy all that we want to remember.

The learning curve is the inverse. It illustrates the rate at which we learn new information. When we use spaced repetition, the forgetting curve changes:

Frequency matters. Under normal conditions, frequent repetitions aid memory. We know this intuitively. Just try to memorize this article on a single repetition. However much attention, focus, or individual ability you have, it won’t work.

Memory mastery comes from repeated exposure to the material. Ebbinghaus observes, “Left to itself every mental content gradually loses its capacity for being revived, or at least suffers loss in this regard under the influence of time.” Cramming is not an effective memorization strategy. Lacking the robustness developed in later sessions, crammed facts soon vanish. Even something as important and frequently used as language can decay if not put into use.

There are other ways to improve memory. Intensity of emotion matters, as does the intensity of attention. Ebbinghaus notes in his definitive work on the subject, Memory and Forgetting:

Very great is the dependence of retention and reproduction upon the intensity of the attention and interest which were attached to the mental states the first time they were present. The burnt child shuns the fire, and the dog which has been beaten runs from the whip, after a single vivid experience. People in whom we are interested we may see daily and yet not be able to recall the colour of their hair or of their eyes…Our information comes almost exclusively from the observation of extreme and especially striking cases.

Ebbinghaus also uncovered something extraordinary: even when we appear to have forgotten information, a certain quantity is stored in our subconscious minds. He referred to these memories as savings. While they cannot be consciously retrieved, they speed up the process of relearning the same information later on.

A poem is learned by heart and then not again repeated. We will suppose that after a half year it has been forgotten: no effort of recollection is able to call it back again into consciousness. At best only isolated fragments return. Suppose that the poem is again learned by heart. It then becomes evident that, although to all appearances totally forgotten, it still in a certain sense exists and in a way to be effective. The second learning requires noticeably less time or a noticeably smaller number of repetitions than the first. It also requires less time or repetitions than would now be necessary to learn a similar poem of the same length.

As the first researcher to undertake serious experimentation on memory and why we forget, Ebbinghaus transformed psychology as a new branch of science. His impact has been compared to that of Aristotle. Ongoing research into the spacing effect continues to support Ebbinghaus’s findings.

“There is no such thing as memorizing. We can think, we can repeat, we can recall and we can imagine, but we aren’t built to memorize. Rather our brains are designed to think and automatically hold onto what’s important. While running away from our friendly neighborhood tiger, we don’t think “You need to remember this! Tigers are bad! Don’t forget! They’re bad!” We simply run away, and our brain remembers for us.”

— Gabriel Wyner, Fluent Forever: How to Learn Any Language and Never Forget It

How the Spacing Effect Works

Let’s take a quick refresher on what we know about how memory in works, because it’s not what we think.

Memories are not located in any one part of the brain. Memories are formed in a process which involves the entire brain. If you think about your favorite book, different parts of your brain will have encoded the look of it, the storyline, the emotions it made you feel, the smell of the pages, and so on. Memories are constructed from disparate components which create a logical whole. As you think about that book, a web of neural patterns pieces together a previously encoded image. Our brains are not like computers – we can’t just ‘tell’ ourselves to remember something.

In Mastery, Robert Greene explains:

In the end, an entire network of neurons is developed to remember this single task, which accounts for the fact we can still ride a bicycle years after we first learned how to do so. If we were to take a look at the frontal cortex of those who have mastered something through repetition, it would be remarkable still and inactive as they performed the skill. All their brain activity is occurring in areas that are lower down and required much less conscious control…People who do not practice and learn new skills can never gain a proper sense of proportion or self-criticism. They think they can achieve anything without effort and have little contact with reality. Trying something over and over again grounds you in reality, making you deeply aware of your inadequacies and of what you can accomplish with more work and effort.

No definitive answer has been found to explain how the spacing effect works. However, a number of factors are believed to help:

Forgetting and learning are, in a counterintuitive twist, linked. When we review close to the point of nearly forgetting, our brains reinforce the memory as well as add new details. This is one reason practice papers and teaching other people are the most effective ways for students to revise—they highlight what has been forgotten.

Retrieving memories changes the way they are later encoded. In essence, the harder something is to remember now, the better we will recall it in the future. The more we strain, which is painful mental labor, the easier it will be in the future. There is no learning without pain. Recall is more important than recognition. This explains why practice tests are a better way to learn than opening your text and re-reading your highlights.

Our brains assign greater importance to repeated information. This makes sense; information we encounter on a regular basis does tend to be more important than that which we only come across once. Disregarding any forms of mental impairment, we don’t have trouble recalling the information we need on a daily basis. Our PIN, our own telephone number, the directions to work, and names of coworkers, for example. We might once have struggled to remember them, but after accessing those sorts of information hundreds or thousands of time, recall becomes effortless.

Some researchers also believe that semantic priming is a factor. This refers to the associations we form between words which make them easier to recall. So, the sentence ‘the doctor and the nurse walked through the hospital’ is easier to remember than ‘the doctor and the artist walked through the supermarket’ because the words ‘doctor’ ‘nurse’ and ‘hospital’ are linked. If you are asked to remember a logical sentence such as ‘mitochondria is the powerhouse of the cell’, it’s not too difficult. If those same words are scrambled and become ‘cell the house mitochondria power is of’ it’s a lot harder to remember. And if those words are broken up into nonsensical syllables – ‘th ell ce he ous hon mit odria fi of’ – retaining them would become arduous. But some researchers have theorised that repetition over time primes us to connect information. So, if you revised ‘th ell ce he ous hon mit odria fi of’ enough times, you would start to connect ‘th’ and ‘ell.’ We can demonstrate semantic priming by telling a friend to say ‘silk’ ten times, then asking them what a cow drinks. They will almost certainly say ‘milk.’ The answer is, of course, water.

Yet another theory is that of deficient processing. Some literature points to the possibility that spaced repetition is not in itself especially efficient, but that massed learning is just very inefficient. By comparison, spaced repetition seems special when it is, in fact, a reflection of our true capabilities. Researchers posit that massed learning is redundant because we lose interest as we study information and retain less and less over time. Closely spaced repetition sessions leverage our initial interest before our focus wanes.

With properly spaced repetition, you increase the intervals of time between learning attempts. Each learning attempt reinforces the neural connections. For example, we learn a list better if we repeatedly study it over a period of time than if we tackle it in one single burst. We’re actually more efficient this way. Spaced sessions allow us to invest less total time to memorize than one single session, whereas we might get bored while going over the same material again and again in a single session. Of course, when we’re bored we pay less and less attention.3

In Focused Determination, the authors explain why variety also contributes to deficient processing.

There is also minimal variation in the way the material is presented to the brain when it is repeatedly visited over a short time. This tends to decrease our learning. In contrast, when repetition learning takes place over a longer period, it is more likely that the materials are presented differently. We have to retrieve the previously learned information from memory and hence reinforce it. All of this leads us to become more interested in the content and therefore more receptive to learning it.

“How do you remember better? Repeated exposure to information in specifically timed intervals provides the most powerful way to fix memory into the brain. …Deliberately re-expose yourself to the information more elaborately, and in fixed, spaced intervals, if you want the retrieval to be the most vivid it can be. Learning occurs best when new information is incorporated gradually into the memory store rather than when it is jammed in all at once.”

— John Medina, Brain Rules

Taking Advantage of the Spacing Effect

We don’t learn about spaced repetition in school—something which baffles many researchers. Most classes teach a single topic per session, then don’t repeat it until the test.

Going over a topic once teaches very little—sometimes nothing at all, if the teacher is unengaging or the class is too long. Most teachers expect their students to take care of the memorizing part themselves. As a result, many of us develop bad learning habits like cramming to cope with the demands of our classes.

We need to break up with cramming and focus on what actually works: spaced repetition.

The difficulty of spaced repetition is not effort but that it requires forward planning and a small investment of time to set up a system. But in the long run, it saves us time as we retain information and spend less total time learning.

A typical spaced repetition system includes these key components:

  • A schedule for review of information. Typical systems involve going over information after an hour, then a day, then every other day, then weekly, then fortnightly, then monthly, then every six months, then yearly. Guess correctly and the information moves to the next level and is reviewed less often. Guess incorrectly and it moves down a level and is reviewed more often.
  • A means of storing and organizing information. Flashcards or spaced repetition software (such as Anki and SuperMemo) are the most common options. Software has the obvious advantage of requiring little effort to maintain, and of having an inbuilt repetition schedule. Anecdotal evidence suggests that writing information out on flashcards contributes to the learning process.
  • A metric for tracking progress. Spaced repetition systems work best if they include built-in positive reinforcement. This is why learning programs like Duolingo and Memrise incorporate a points system, daily goals, leaderboards and so on. Tracking progress gives us a sense of progression and improvement.
  • A set duration for review sessions. If we practice for too long, our attention wanes and we retain decreasing amounts of information. Likewise, a session needs to be long enough to ensure focused immersion. A typical recommendation is no more than 30 minutes, with a break before any other review sessions.

The spacing effect is a perfect example of how much more effective we can be if we understand how our minds work, and use them in an optimal way. All you need to learn something for life are flashcards and a schedule. Then, of course, you’re free to move on to actually applying and using what you’ve learned.

***

Members of the Farnam Street Learning Community can discuss this article here.
If you’re not a member, see what you’re missing.  

Tagged: , , , ,
Footnotes
  • 1

    When is the last time you used a2+ b2= c2 in real life?

  • 2

    This is different than the half-life of knowledge, the process by which information in memory becomes less valuable because your understanding of the world has changed.

  • 3

    You can test this by asking yourself what your last meeting yesterday was about.

Double Loop Learning: Download New Skills and Information into Your Brain

Reading Time: 9 minutes

We’re taught single loop learning from the time we are in grade school, but there’s a better way. Double loop learning is the quickest and most efficient way to learn anything that you want to “stick.”

***

So, you’ve done the work necessary to have an opinion, learned the mental models, and considered how you make decisions. But how do you now implement these concepts and figure out which ones work best in your situation? How do you know what’s effective and what’s not? One solution to this dilemma is double loop learning.

We can think of double loop learning as learning based on Bayesian updating — the modification of goals, rules, or ideas in response to new evidence and experience. It might sound like another piece of corporate jargon, but double loop learning cultivates creativity and innovation for both organizations and individuals.

“Every reaction is a learning process; every significant experience alters your perspective.”

— Hunter S. Thompson

Single Loop Learning

The first time we aim for a goal, follow a rule, or make a decision, we are engaging in single loop learning. This is where many people get stuck and keep making the same mistakes. If we question our approaches and make honest self-assessments, we shift into double loop learning. It’s similar to the Orient stage in John Boyd’s OODA loop. In this stage, we assess our biases, question our mental models, and look for areas where we can improve. We collect data, seek feedback, and gauge our performance. In short, we can’t learn from experience without reflection. Only reflection allows us to distill the experience into something we can learn from.

In Teaching Smart People How to Learn, business theorist Chris Argyris compares single loop learning to a typical thermostat. It operates in a homeostatic loop, always seeking to return the room to the temperature at which the thermostat is set. A thermostat might keep the temperature steady, but it doesn’t learn. By contrast, double loop learning would entail the thermostat’s becoming more efficient over time. Is the room at the optimum temperature? What’s the humidity like today and would a lower temperature be more comfortable? The thermostat would then test each idea and repeat the process. (Sounds a lot like Nest.)

Double Loop Learning

Double loop learning is part of action science — the study of how we act in difficult situations. Individuals and organizations need to learn if they want to succeed (or even survive). But few of us pay much attention to exactly how we learn and how we can optimize the process.

Even smart, well-educated people can struggle to learn from experience. We all know someone who’s been at the office for 20 years and claims to have 20 years of experience, but they really have one year repeated 20 times.

Not learning can actually make you worse off. The world is dynamic and always changing. If you’re standing still, then you won’t adapt. Forget moving ahead; you have to get better just to stay in the same relative spot, and not getting better means you’re falling behind.

Many of us are so focused on solving problems as they arise that we don’t take the time to reflect on them after we’ve dealt with them, and this omission dramatically limits our ability to learn from the experiences. Of course, we want to reflect, but we’re busy and we have more problems to solve — not to mention that reflecting on our idiocy is painful and we’re predisposed to avoid pain and protect our egos.

Reflection, however, is an example of an approach I call first-order negative, second-order positive. It’s got very visible short-term costs — it takes time and honest self-assessment about our shortcomings — but pays off in spades in the future. The problem is that the future is not visible today, so slowing down today to go faster at some future point seems like a bad idea to many. Plus with the payoff being so far in the future, it’s hard to connect to the reflection today.

The Learning Dilemma: How Success Becomes an Impediment

Argyris wrote that many skilled people excel at single loop learning. It’s what we learn in academic situations. But if we are accustomed only to success, double loop learning can ignite defensive behavior. Argyris found this to be the reason learning can be so difficult. It’s not because we aren’t competent, but because we resist learning out of a fear of seeming incompetent. Smart people aren’t used to failing, so they struggle to learn from their mistakes and often respond by blaming someone else. As Argyris put it, “their ability to learn shuts down precisely at the moment they need it the most.”

In the same way, a muscle strengthens at the point of failure, we learn best after dramatic errors.

The problem is that single loop processes can be self-fulfilling. Consider managers who assume their employees are inept. They deal with this by micromanaging and making every decision themselves. Their employees have no opportunity to learn, so they become discouraged. They don’t even try to make their own decisions. This is a self-perpetuating cycle. For double loop learning to happen, the managers would have to let go a little. Allow someone else to make minor decisions. Offer guidance instead of intervention. Leave room for mistakes. In the long run, everyone would benefit. The same applies to teachers who think their students are going to fail an exam. The teachers become condescending and assign simple work. When the exam rolls around, guess what? Many of the students do badly. The teachers think they were right, so the same thing happens the next semester.

Many of the leaders Argyris studied blamed any problems on “unclear goals, insensitive and unfair leaders, and stupid clients” rather than making useful assessments. Complaining might be cathartic, but it doesn’t let us learn. Argyris explained that this defensive reasoning happens even when we want to improve. Single loop learning just happens to be a way of minimizing effort. We would go mad if we had to rethink our response every time someone asked how we are, for example. So everyone develops their own “theory of action—a set of rules that individuals use to design and implement their own behavior as well as to understand the behavior of others.” Most of the time, we don’t even consider our theory of action. It’s only when asked to explain it that the divide between how we act and how we think we act becomes apparent. Identifying the gap between our espoused theory of action and what we are actually doing is the hard part.

The Key to Double Loop Learning: Push to the Point of Failure

The first step Argyris identified is to stop getting defensive. Justification gets us nowhere. Instead, he advocates collecting and analyzing relevant data. What conclusions can we draw from experience? How can we test them? What evidence do we need to prove a new idea is correct?

The next step is to change our mental models. Break apart paradigms. Question where conventions came from. Pivot and make reassessments if necessary.

Problem-solving isn’t a linear process. We can’t make one decision and then sit back and await success.

Argyris found that many professionals are skilled at teaching others, yet find it difficult to recognize the problems they themselves cause (see Galilean Relativity). It’s easy to focus on other people; it’s much harder to look inward and face complex challenges. Doing so brings up guilt, embarrassment, and defensiveness. As John Grey put it, “If there is anything unique about the human animal, it is that it has the ability to grow knowledge at an accelerating rate while being chronically incapable of learning from experience.”

When we repeat a single loop process, it becomes a habit. Each repetition requires less and less effort. We stop questioning or reconsidering it, especially if it does the job (or appears to). While habits are essential in many areas of our lives, they don’t serve us well if we want to keep improving. For that, we need to push the single loop to the point of failure, to strengthen how we act in the double loop. It’s a bit like the Feynman technique — we have to dismantle what we know to see how solid it truly is.

“Fail early and get it all over with. If you learn to deal with failure… you can have a worthwhile career. You learn to breathe again when you embrace failure as a part of life, not as the determining moment of life.”

— Rev. William L. Swig

One example is the typical five-day, 9-to-5 work week. Most organizations stick to it year after year. They don’t reconsider the efficacy of a schedule designed for Industrial Revolution factory workers. This is single loop learning. It’s just the way things are done, but not necessarily the smartest way to do things.

The decisions made early on in an organization have the greatest long-term impact. Changing them in the months, years, or even decades that follow becomes a non-option. How to structure the work week is one such initial decision that becomes invisible. As G.K. Chesterton put it, “The things we see every day are the things we never see at all.” Sure, a 9-to-5 schedule might not be causing any obvious problems. The organization might be perfectly successful. But that doesn’t mean things cannot improve. It’s the equivalent of a child continuing to crawl because it gets them around. Why try walking if crawling does the job? Why look for another option if the current one is working?

A growing number of organizations are realizing that conventional work weeks might not be the most effective way to structure work time. They are using double loop learning to test other structures. Some organizations are trying shorter work days or four-day work weeks or allowing people to set their own schedules. Managers then keep track of how the tested structures affect productivity and profits. Over time, it becomes apparent whether the new schedule is better than the old one.

37Signals is one company using double loop learning to restructure their work week. CEO Jason Fried began experimenting a few years ago. He tried out a four-day, 32-hour work week. He gave employees the whole of June off to explore new ideas. He cut back on meetings and created quiet spaces for focused work. Rather than following conventions, 37Signals became a laboratory looking for ways of improving. Over time, what worked and what didn’t became obvious.

Double loop learning is about data-backed experimentation, not aimless tinkering. If a new idea doesn’t work, it’s time to try something else.

In an op-ed for The New York Times, Camille Sweeney and Josh Gosfield give the example of David Chang. Double loop learning turned his failing noodle bar into an award-winning empire.

After apprenticing as a cook in Japan, Mr. Chang started his own restaurant. Yet his early efforts were ineffective. He found himself overworked and struggling to make money. He knew his cooking was excellent, so how could he make it profitable? Many people would have quit or continued making irrelevant tweaks until the whole endeavor failed. Instead, Mr. Chang shifted from single to double loop learning. A process of making honest self-assessments began. One of his foundational beliefs was that the restaurant should serve only noodles, but he decided to change the menu to reflect his skills. In time, it paid off; “the crowds came, rave reviews piled up, awards followed and unimaginable opportunities presented themselves.” This is what double loop learning looks like in action: questioning everything and starting from scratch if necessary.

Josh Waitzkin’s approach (as explained in The Art of Learning) is similar. After reaching the heights of competitive chess, Waitzkin turned his focus to martial arts. He began with tai chi chuan. Martial arts and chess are, on the surface, completely different, but Waitzkin used double loop learning for both. He progressed quickly because he was willing to lose matches if doing so meant he could learn. He noticed that other martial arts students had a tendency to repeat their mistakes, letting fruitless habits become ingrained. Like the managers Argyris worked with, students grew defensive when challenged. They wanted to be right, even if it prevented their learning. In contrast, Waitzkin viewed practice as an experiment. Each session was an opportunity to test his beliefs. He mastered several martial arts, earning a black belt in jujitsu and winning a world championship in tai ji tui shou.

Argyris found that organizations learn best when people know how to communicate. (No surprise there.) Leaders need to listen actively and open up exploratory dialogues so that problematic assumptions and conventions can be revealed. Argyris identified some key questions to consider.

  • What is the current theory in use?
  • How does it differ from proposed strategies and goals?
  • What unspoken rules are being followed, and are they detrimental?
  • What could change, and how?
  • Forget the details; what’s the bigger picture?

Meaningful learning doesn’t happen without focused effort. Double loop learning is the key to turning experience into improvements, information into action, and conversations into progress.

Tagged: , , , ,

Pain Plus Reflection Equals Progress

Reading Time: 3 minutes

Our most painful moments are also our most important. Rather than run from pain, we need to identify it, accept it, and learn how to use it to better ourselves.

***

Our images of learning are filled with positive thoughts about how we learn from others. We read memoirs from the titans of industry, read op-ed pieces from thought leaders, and generally try to soak up as much as we can. With all this attention placed on learning and improving and knowing, it might surprise you that we’re missing one of the most obvious sources of learning: ourselves.

Pain is something we all try to avoid, both instinctively and consciously. But if you want to do amazing things in life, you need to change your relationship with pain. Ray Dalio, the longtime leader of Bridgewater, the largest hedge fund in the world, argues that pain “is a signal that you need to find solutions so you can progress.” Only by exploring it and reflecting on it can we start to learn and evolve. “After seeing how much more effective it is to face the painful realities that are caused by your problems, mistakes, and weaknesses, I believe you won’t want to operate any other way,” Dalio writes in his book Principles.

There is an adage that says if you’re not failing, then you’re not really pushing the limits of what’s possible. Sometimes when we push, we fall, and sometimes we break through. When we fall, the key is to reflect on the failures. Doing that in the moment, however, is often a very painful process that goes against our human operating system.

Our painful moments are important moments. When we confront something painful, we are left with a choice between an ugly and painful truth or a beautiful delusion. Many of us opt for the latter and it slows our progress.

We’ve known about this problem for a long time: We’ve watched others make mistakes and fail to learn from them. They are blind to the mistakes that are so clear to us. They run from the pain that could be the source of learning. They become comfortable operating without pain. They become comfortable protecting the version of themselves that existed yesterday, not the version of themselves that’s better than they were yesterday.

Rather than run from pain, we need to identify it, accept it, and learn how to use it to better ourselves. For us to adapt, we need to learn from the uncomfortable moments. We need to value a tough-love approach, where people show us what we’re missing and help us get better.

You have a choice: You can prefer that the people around you fail to point out your blind spots, or you can prefer that they do. If you want them to, it’s going to be uncomfortable. It’s going to be awkward. It’s going to hurt. Embracing this approach, however, means that you will learn faster and go further. It’s a great example of first-order negative, subsequent positive. That means the first step is the hardest and it hurts, but after that, you reap the benefits.

Of course, many of us prefer to tell ourselves that we have no weaknesses. That the world is wrong, and we are right. We hide our weaknesses not only from others but also from ourselves. Being open about weaknesses means being open about who we are in the moment. It doesn’t mean that’s who we are forever. But we can’t improve what we can’t see.

Many the people I talk to on our podcast have endured setbacks that seemed catastrophic at the time. Ray Dalio punched his boss in the face. Annie Duke lost millions. Countless others have been divorced, fired, or otherwise in a position where they felt unable to go on. I’ve been there too. It’s in these moments, however, that a meaningful part of life happens. Life is about what you do in the painful moments. The choices you make. The path you choose.

The easy path means being the same person you were yesterday. It’s easy and comfortable to convince yourself that the world should work differently than it does, that you have nothing to learn from the pain. The harder path is to embrace the pain and ask yourself what you could have done differently or better or what your blind spot was. It’s harder because you stop living in the bubble of your own creation and start living in reality.

The people who choose the easy path have a very hard life, whereas those who choose the harder path have an easier life. If we don’t learn to embrace being uncomfortable, we will need to learn how to embrace irrelevance, and that will be much harder.

FS Members can discuss this article on the Learning Community Forum.

Tagged:

The Nerds Were Right. Math Makes Life Beautiful.

Reading Time: 5 minutes

Math has long been the language of science, engineering, and finance, but can math help you feel calm on a turbulent flight? Get a date? Make better decisions? Here are some heroic ways math shows up in our everyday life.

***

Sounds intellectually sophisticated, doesn’t it? Other than sounding really smart at after-work cocktails, what could be the benefit of understanding where math and physics permeate your life?

Well, what if I told you that math and physics can help you make better decisions by aligning with how the world works? What if I told you that math can help you get a date? Help you solve problems? What if I told you that knowing the basics of math and physics can help make you less afraid and confused? And, perhaps most important, they can help make life more beautiful. Seriously.

If you’ve ever been on a plane when turbulence has hit, you know how unnerving that can be. Most people get freaked out by it, and no matter how much we fly, most of us have a turbulence threshold. When the sides of the plane are shaking, noisily holding themselves together, and the people beside us are white with fear, hands clenched on their armrests, even the calmest of us will ponder the wisdom of jetting 38,000 feet above the ground in a metal tube moving at 1,000 km an hour.

Considering that most planes don’t fall from the sky on account of turbulence isn’t that comforting in the moment. Aren’t there always exceptions to the rule? But what if you understood why, or could explain the physics involved to the freaked-out person beside you? That might help.

In Storm in a Teacup: The Physics of Everyday Life, Helen Czerski spends a chapter describing the gas laws. Covering subjects from the making of popcorn to the deep dives of sperm whales, her amazingly accessible prose describes how the movement of gas is fundamental to the functioning of pretty much everything on earth, including our lungs. She reveals air to be not the static clear thing that we perceive when we bother to look, but rivers of molecules in constant collision, pushing and moving, giving us both storms and cloudless skies.

So when you appreciate air this way, as a continually flowing and changing collection of particles, turbulence is suddenly less scary. Planes are moving through a substance that is far from uniform. Of course, there are going to be pockets of more or less dense air molecules. Of course, they will have minor impacts on the plane as it moves through these slightly different pressure areas. Given that the movement of air can create hurricanes, it’s amazing that most flights are as smooth as they are.

You know what else is really scary? Approaching someone for a date or a job. Rejection sucks. It makes us feel awful, and therefore the threat of it often stops us from taking risks. You know the scene. You’re out at a bar with some friends. A group of potential dates is across the way. Do you risk the cringingly icky feeling of rejection and approach the person you find most attractive, or do you just throw out a lot of eye contact and hope that person approaches you?

Most men go with the former, as difficult as it is. Women will often opt for the latter. We could discuss social conditioning, with the roles that our culture expects each of us to follow. But this post is about math and physics, which actually turn out to be a lot better in providing guidance to optimize our chances of success in the intimidating bar situation.

In The Mathematics of Love, Hannah Fry explains the Gale-Shapley matching algorithm, which essentially proves that “If you put yourself out there, start at the top of the list, and work your way down, you’ll always end up with the best possible person who’ll have you. If you sit around and wait for people to talk to you, you’ll end up with the least bad person who approaches you. Regardless of the type of relationship you’re after, it pays to take the initiative.”

The math may be complicated, but the principle isn’t. Your chances of ending up with what you want — say, the guy with the amazing smile or that lab director job in California — dramatically increase if you make the first move. Fry says, “aim high, and aim frequently. The math says so.” Why argue with that?

Understanding more physics can also free us from the panic-inducing, heart-pounding fear that we are making the wrong decisions. Not because physics always points out the right decision, but because it can lead us away from this unproductive, subjective, binary thinking. How? By giving us the tools to ask better questions.

Consider this illuminating passage from Czerski:

We live in the middle of the timescales, and sometimes it’s hard to take the rest of time seriously. It’s not just the difference between now and then, it’s the vertigo you get when you think about what “now” actually is. It could be a millionth of a second, or a year. Your perspective is completely different when you’re looking at incredibly fast events or glacially slow ones. But the difference hasn’t got anything to do with how things are changing; it’s just a question of how long they take to get there. And where is “there”? It is equilibrium, a state of balance. Left to itself, nothing will ever shift from this final position because it has no reason to do so. At the end, there are no forces to move anything, because they’re all balanced. They physical world, all of it, only ever has one destination: equilibrium.

How can this change your decision-making process?

You might start to consider whether you are speeding up the goal of equilibrium (working with force) or trying to prevent equilibrium (working against force).  One option isn’t necessarily worse than the other. But the second one is significantly more work.

So then you will understand how much effort is going to be required on your part. Love that house with the period Georgian windows? Great. But know that you will have to spend more money fighting to counteract the desire of the molecules on both sides of the window to achieve equilibrium in varying temperatures than you will if you go with the modern bungalow with the double-paned windows.

And finally, curiosity. Being curious about the world helps us find solutions to problems by bringing new knowledge to bear on old challenges. Math and physics are actually powerful tools for investigating the possibilities of what is out there.

Fry writes that “Mathematics is about abstracting away from reality, not replicating it. And it offers real value in the process. By allowing yourself to view the world from an abstract perspective, you create a language that is uniquely able to capture and describe the patterns and mechanisms that would otherwise remain hidden.”

Physics is very similar. Czerski says, “Seeing what makes the world tick changes your perspective. The world is a mosaic of physical patterns, and once you’re familiar with the basics, you start to see how those patterns fit together.”

Math and physics enhance your curiosity. These subjects allow us to dive into the unknown without being waylaid by charlatans or sidetracked by the impossible. They allow us to tackle the mysteries of life one at a time, opening up the possibilities of the universe.

As Czerski says, “Knowing about some basics bits of physics [and math!] turns the world into a toybox.” A toybox full of powerful and beautiful things.

Tagged: , , ,

The Terror of Totalitarianism Explained

Reading Time: 7 minutes

We all hope totalitarianism — a form of government in which the state has no limits in authority and does whatever it wants — is a thing of the past.

Nazi Germany and Stalinist Russia showed what the end of humanity would look like, and it terrified us. But it’s important to understand that totalitarianism didn’t just spring up out of a mystical vacuum. As Hannah Arendt explains in The Origins of Totalitarianism, it is, rather, just one possibility along a path that most countries are on at one time or another. And that is why it is so important to understand what it is.

The People

One of the most disturbing things about Nazism in Germany is how quickly the country changed. They went from democracy to concentration camps in fewer than ten years.

Most of us assume that the Germans of the time were different from us — we’d never fall for the kind of propaganda that Hitler spewed. And our democracy is too strong to be so easily dismantled. Right?

Wrong.

Arendt writes that “the success of totalitarian movements … meant the end of two illusions of democratically ruled countries….” One illusion was that most citizens were politically active and were part of a political party. However,

… the [totalitarian] movements showed that the politically neutral and indifferent masses could easily be the majority in a democratically ruled country, [and] that therefore a democracy could function according to rules which are actively recognized by only a minority. The second democratic illusion exploded by the totalitarian movements was that these politically indifferent masses did not matter, that they were truly neutral and constituted no more than the inarticulate backward setting for the political life of the nation.

In many modern democracies, we can see evidence of indifference and pervasive feelings of helplessness. There is low voter turnout and an assumption that things will be the way they are no matter what an individual does.

There is pent-up energy in apathy. Arendt suggests that the desire to be more than indifferent is what totalitarian movements initially manipulate until the individual is totally subsumed.

The disturbing factor in the success of totalitarianism is … the true selflessness of its adherents: it may be understandable that a Nazi or Bolshevik will not be shaken in his conviction by crimes against people who do not belong to the movement…; but the amazing fact is that neither is he likely to waver when the monster begins to devour its own children and not even if he becomes a victim of persecution himself….

How does totalitarianism incite this kind of fanaticism? How does a political organization “succeed in extinguishing individual identity permanently and not just for the moment of collective heroic action”?

As Arendt demonstrates, both Nazi Germany and Stalinist Russia capitalized on tensions already present in society. There was essentially a massive rejection of the existing political system as ineffectual and self-serving.

The fall of protecting class walls transformed the slumbering majorities behind all parties into one great unorganized, structureless mass of furious individuals who had nothing in common except their vague apprehension that the hopes of party members were doomed, that, consequently, the most respected, articulate and representative members of the community were fools and that all the powers that be were not so much evil as they were equally stupid and fraudulent.

How does a totalitarian government harness this attitude of the masses? By completely isolating individuals through random “liquidating” (mass murder) so that “the most elementary caution demands that one avoid all intimate contacts, if possible – not in order to prevent discovery of one’s secret thoughts, but rather to eliminate, in the almost certain case of future trouble, all persons who might have not only an ordinary cheap interest in your denunciation but an irresistible need to bring about your ruin simply because they are in danger [in] their own lives.”

It’s important to understand that it is simple to isolate people who already feel isolated. When you feel disconnected from the system around you and the leaders it has, when you believe that neither your vote nor your opinion matters, it’s not a huge leap to feel that your very self has no importance. This feeling is what totalitarianism figured out how to manipulate by random terror that severed any form of connection with other human beings.

Totalitarianism “demand[s] total, unrestricted, unconditional, and unalterable loyalty of the individual member. … Such loyalty can be expected only from the completely isolated human being who, without any other social ties to family, friends, comrades, or even mere acquaintances, derives his sense of having a place in the world only from his belonging to a movement.”

The Politics and Propaganda

Totalitarianism does not have an end goal in the usual political sense. Its only real goal is to perpetuate its own existence. There is no one party line that, if you stick to it, will save you from persecution. Remember the random mass murders. Stalin repeatedly purged whole sections of his government — just because. The fear is a requirement. The fear is what keeps the movement going.

And how do they get there? How do they get this power?

Arendt argues that there is a “possibility that gigantic lies and monstrous falsehoods can eventually be established as unquestioned facts, that man may be free to change his own past at will, and that the difference between truth and falsehood may cease to be objective and become a mere matter of power and cleverness, of pressure and infinite repetition.”

This battle with truth is something we see today. Opinions are being given the same weight as facts, leading to endless debates and the assumption that nothing can be known anyway.

It is this turning away from knowledge that opens the doors to totalitarianism. “Before mass leaders seize the power to fit reality to their lies, their propaganda is marked by its extreme contempt for facts as such, for in their opinion fact depends entirely on the power of man who can fabricate it.”

These fabrications form the basis of the propaganda, with different messages crafted for different audiences. Arendt makes the point that “the necessities for propaganda are always dictated by the outside world and that the movements themselves do not actually propagate but indoctrinate.” Thus, propaganda can be understood as directed to those who are out of the control of the totalitarian movement, and it is used to convince them of its legitimacy. Then, once you are on the inside, it’s about breaking down the individuality of the citizens until there is nothing but a “subdued population.”

The success of the propaganda directed internally demonstrated that “the audience was ready at all times to believe the worst, no matter how absurd, and did not particularly object to being deceived because it held every statement to be a lie anyhow.”

The Power

What does totalitarian rule look like? These states are not run by cliques or gangs. There is no protected group getting rich from this control of the masses. And no one is outside the message. For example, “Stalin … shot almost everybody who could claim to belong to the ruling clique and … moved the members of the Politburo back and forth whenever a clique was on the point of consolidating itself.”

Why no clique? One reason is that the goal of totalitarianism is not the welfare of the state. It is not economic prosperity or social advancement.

The reason why the ingenious devices of totalitarian rule, with their absolute and unsurpassed concentration of power in the hands of a single man, were never tried before is that no ordinary tyrant was ever mad enough to discard all limited and local interests — economic, national, human, military — in favor of a purely fictitious reality in some indefinite distant future.

Since independent thinkers are a threat, they are among the first to be purged. Bureaucratic functions are duplicated and layered, with people being shifted all the time.

This regular violent turnover of the whole gigantic administrative machine, while it prevents the development of competence, has many advantages: it assures the relative youth of officials and prevents a stabilization of conditions which, at least in time of peace, are fraught with danger for totalitarian rule….

Any chances of discontent and questioning of the status quo are eliminated by this perpetual rising of the newly indoctrinated.

The humiliation implicit in owing a job to the unjust elimination of one’s predecessor has the same demoralizing effect that the elimination of the Jews had upon the German professions: it makes every jobholder a conscious accomplice in the crimes of the government….

Totalitarianism in power is about keeping itself in power. By preemptively removing large groups of people, the system neutralizes all those who might question it.

Possibly the one ray of hope in these systems is that because they pay no attention to actually governing, they are not likely to be sustainable in the long run.

The incredibility of the horrors is closely bound up with their economic uselessness. The Nazis carried this uselessness to the point of open anti-utility when in the midst of the war, despite the shortage of building material and rolling stock, they set up enormous, costly extermination factories and transported millions of people back and forth. In the eyes of a strictly utilitarian world the obvious contradiction between these acts and military expediency gave the whole enterprise an air of mad unreality.

But in the meantime, what these regimes create is so devastating to humanity that it would be naive to assume that humanity will always bounce back. “They have corrupted all human solidarity. Here the night has fallen on the future. When no witnesses are left, there can be no testimony.”

Even though totalitarianism doesn’t produce countries with a variety of strengths and a robustness to fight off significant challenges, they should not be easily dismissed. The carnage they create tears apart all social fabric. And we must not assume that they exist only in the past. Thus, from Hannah Arendt, a final word of caution: “Totalitarian solutions may well survive the fall of totalitarian regimes in the form of strong temptations which will come up whenever it seems impossible to alleviate political, social, or economic misery in a manner worthy of man.”

***

Members can discuss this on the Learning Community Forum.

Tagged: , ,

The Narratives of History: Applying Lessons from the Past

Reading Time: 6 minutes

“History is written by the winners” is the popular view. But your winner may not be my winner. A lot depends on the narrative you are trying to build.

History is rewritten all the time.

Sometimes it is rewritten because new information has come to light, perhaps from an archeological find or previously classified documents. When this happens, it is exciting. We joyfully anticipate that more information will deepen our understanding.

But rewriting frequently happens in the service of building a cultural or national narrative. We highlight bits of the past that support our perceived identities and willfully ignore the details that don’t fit. We like our history uncomplicated. It’s hard for us to understand our groups or our countries, and by extension ourselves, as both good and not-good at the same time.

Culture is collective memory. It’s the interwoven stories that we use to explain who we are as nations, organizations, or just loosely formed groups.

Many of us belong to multiple cultural groups, but only one national group. Margaret MacMillan, in The Uses and Abuses of History, explains that “Collective memory is more about the present than the past because it is integral to how the group sees itself.” And “while collective memory is usually grounded in fact, it need not be.”

We have seen how people justify all kinds of mistakes to preserve the personal narratives they are invested in, and groups also engage in this behavior. Countries rewrite their histories, from the textbook up, to support how they see themselves now. Instinctively we may recoil from this idea, believing that it’s better to turn over all the rocks and confront what is lurking underneath. However, as MacMillan writes, “It can be dangerous to question the stories people tell about themselves because so much of our identity is both shaped by and bound up with our history. That is why dealing with the past, in deciding on which version we want, or on what we want to remember and to forget, can become so politically charged.”

For example, when Canada’s new war museum opened, controversy immediately ensued because part of the World War II exhibit called attention “to the continuing debate over both the efficacy and the morality of the strategy of the Royal Air Force’s bomber command, which sought to destroy Germany’s capacity to fight on by massive bombing of German industrial and civilian targets.” RAF veterans were outraged that their actions were considered morally ambiguous. Critics of the exhibit charged that the veterans should have the final say because, after all, “they were there.”

We can see that this rationale makes no sense. Galilean relativity shows that the pilots who flew the bombing campaigns are actually the least likely to have an objective understanding of the events. And the ends don’t always justify the means. It is possible to do bad things in the pursuit of morally justified outcomes.

MacMillan warns that the danger of abusing history is that it “flattens out the complexity of human experience and leaves no room for different interpretations of the past.”

Which leaves us asking, What do we want from history? Do we want to learn from it, with the hopes that in doing so we will avoid mistakes by understanding the experiences of others? Or do we want to practice self-justification on a national level, reinforcing what we already believe about ourselves in order to justify what we did and what we are doing? After all, “you could almost always find a basis for your claims in the past if you looked hard enough.”

As with medicine, there is a certain fallibility to history. Our propensity to fool ourselves with self-justified narratives is hard to overcome. If we selectively use the past only to reinforce our claims in the present, then the situation becomes precarious when there is pressure to change. Instead of looking as objectively as possible at history, welcoming historians who challenge us, we succumb to confirmation bias, allowing only those interpretations that are consistent with the narrative we are invested in.

Consider what MacMillan writes about nationalism, which “is a very late development indeed in terms of human history.”

It all started so quietly in the nineteenth century. Scholars worked on languages, classifying them into different families and trying to determine how far back into history they went. They discovered rules to explain changes in language and were able to establish, at least to their own satisfaction, that texts centuries old were written in early forms of, for example, German or French. Ethnographers like the Grimm brothers collected German folk tales as a way of showing that there was something called the German nation in the Middle Ages. Historians worked assiduously to recover old stories and pieced together the history of what they chose to call their nation as though it had an unbroken existence since antiquity. Archaeologists claimed to have found evidence that showed where such nations had once lived, and where they had moved to during the great waves of migrations.

The cumulative result was to create an unreal yet influential version of how nations formed. While it could not be denied that different peoples, from Goths to Slavs, had moved into and across Europe, mingling as they did so with peoples already there, such a view assumed that at some point, generally in the Middle Ages, the music had stopped. The dancing pieces had fallen into their chairs, one for the French, another for the Germans and yet another for the Poles. And there history had fixed them as “nations.” German historians, for example, could depict an ancient German nation whose ancestors had lived happily in their forests from before the time of the Roman Empire and which at some time, probably in the first century A.D., had become recognisably “German.” So — and this was the dangerous question — what was properly the German nation’s land? Or the land of any other “nation”? Was it where the people now lived, where they had lived at the time of their emergence in history, or both?

Would the scholars have gone on with their speculations if they could have seen what they were preparing the way for? The bloody wars that created Italy and Germany? The passions and hatred that tore apart the old multinational Austria-Hungary? The claims, on historical grounds, by new and old nations after World War I for the same pieces of territory? The hideous regimes of Hitler and Mussolini with their elevation of the nation and the race to the supreme good and their breathtaking demands for the lands of others?

When we selectively reach back into the past to justify claims in the present, we reduce the complexity of history and of humanity. This puts us in an awkward position because the situations we are confronted with are inherently complex. If we cut ourselves off from the full scope of history because it makes us uncomfortable, or doesn’t fit with the cultural narrative in which we live, we reduce our ability to learn from the past and apply those lessons to the situations we are facing today.

MacMillan says, “There are also many lessons and much advice offered by history, and it is easy to pick and choose what you want. The past can be used for almost anything you want to do in the present. We abuse it when we create lies about the past or write histories that show only one perspective. We can draw our lessons carefully or badly. That does not mean we should not look to history for understanding, support and help; it does mean that we should do so with care.”

We need to accept that people can do great things while still having flaws. Our heroes don’t have to be perfect, and we can learn just as much from their imperfections as from their achievements.

We have to allow that there are at least two sides to every story, and we have to be willing to listen to both. There are no conflicts in which one side doesn’t feel morally justified in their actions; that’s why your terrorist can be my freedom fighter. History can be an important part of bridging this divide only if we are willing to lift up all the rocks and shine our lights on what is lurking underneath.

Tagged: , , ,

Explore

Browse

123›»