Relative Sentiment Investing with Ray Micaletti
Excess Returns
00:00
How Do You Measure Sediment in Your Investment Process?
Drew Powell: What are some of the ways that you're actually measuring sediment in your investment process? He says he tends to use a survey based sentiment, which might not be the best. The main engine of what I do is how investors are positioned in the market, said Powell. "I more or less take data at face and I usually if it's predictive ... then move on"
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