How to Be a Good Value Investor

I think having some of the short term like risk free, even if you're losing the inflation a little, to mitigate the tails, I mean, it makes sense for me. If I look back and I say, boy, my return wasn't optimized, but I could sleep at night and God forbid a tail event came out, I could actually potentially have big upside from it. So when when I think when tail insurance gets cheap, it might be worth a little bit. And I don't think it has to be that binary, by the way.

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