Alpha Exchange cover image

Eric Liu, Co-Founder and Head of Research, Vanda Research

Alpha Exchange

CHAPTER

Is Positioning an Amplifier?

positioning is useful in almost all contexts, but it's extraordinarily useful when people are short. The signal that we get from positioning is much better on the short side than it is on the long side. If you were to buy some random commodity based only on positioning being short, the likelihood of being up in three months' time is 70%. You increase your probabilities initially very, very fast. Your median returns are going to be a lot higher. That's at the base level what we're trying to do.

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.
App store bannerPlay store banner