Liquidity Premium with Adam Butler (S1E8)
Flirting with Models
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Is There a Seasonal Edge Around Seasonality?
"There is a potential edge around investing at certain points," he says. "But to me it's such a low sharp ratio bolt on that I can increase my sharp ratio more by reducing this timing lock." He adds: "I could do this and it could be the completely wrong thing in realized returns for the next decade"
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