Comments
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JFWhen I hear managers take a twenty-five year average expected return perspective, I cringe. My research shows you must identify factors that have historically warped the returns, whether by indices, or by sector, or by industry. And if you can identify where we are today relative to what is over the horizon, then you can choose investments with a greater probability to outperform.
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ETGreat interview. If you want to compare diffrent passive portfolio allocations. Have a look at portfoliocharts.com great free site with visual charts created by another engineer
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MAQuant, passive, fin tech, trend following, Investments in deplorables. Buzzword bingo blew my brain but I loved this talk. Good, actionable thinking from someone who knows their subject matter inside out. Thanks.
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ESEveryone thinks they're a distressed investor now. Yep.. Some of the funniest stories/anecdotes come from the swashbuckling heroes diving into Italian NPLs. sight unseen. whoops. This another RV video that was better than I thought it would be. Passive investing is usually a nauseating topic because of the failure to address crowding 'dilemma'. For anyone that think this is that.. it's not. Great data
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RAJust outstanding. Usually when I click "watch again" I mean "when I get time"----this one is "I will MAKE time!". So, over 30 years you take the best allocators on the Planet and....wait for it...it comes down to the fees from low 10% to high 90%---now THAT is a data point!...Well Raoul, what about his switch seats challenge at the end?
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PCI like this all numbers and facts guy. Meb is so well read in this investment world of ours and tells it as it is.
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dpYou guys had a drink before the interview, didn't you. ;)
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deGreat interview. I always learn on RV im just not sure what i learned here.
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AHAnother Systematic Trader, Investor! Great!