Eddy Elfenbein — On Crossing Wall Street (EP. 212)
Infinite Loops
Exploring Wall Street Sectors and Investment Theories
The chapter delves into consumer staples' success in Wall Street, humorously referencing a non-ESG joke portfolio and a business partner's cannabis fund involvement. It discusses academic finance, investment theories like CAPM and modern portfolio theory, as well as challenges around value and small cap premiums. The conversation also covers data controversies in finance academics, the importance of accurate data in quantitative finance, investment strategies evolution, and the value of long-term investing amidst market challenges.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
