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Meb Faber — Two Quants Walk into a Bar (EP.110)
Infinite Loops
Investing in Private Equity Replica Strategy
i like to launch some of our strategies when the idea is out of favor, or at least try not to launch at the peak. And so travel has a way of introducing ideas and thoughts you don't get exposure to in your everyday life. We had some one-on-one time with an old dollylonga who was talking about a monter idea that i'm trying to get to this place where everyone else thinks it should be done. But his phrase was always, thank compassion for what you've got going on. I can't argue that statement, but i think it's a really accurate sort of concept.
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