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SI247: What is Smart Diversification? ft. Nick Baltas

Top Traders Unplugged

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The Long Term Benefits of Trend Falling Over Short Term Pain

I think what economic trend to me does, it opens the door for more subjectivity. Now that doesn't mean that this is not a good strategy. And the big you are won't find ways to make benefit from it. But I do like the disclosure. They had like a disclaimer at the very end of the paper saying, Oh, this is very complicated stuff, etc. It reminded me of one of those disclaimers like, don't try this tone. We'll bring to the last paper we wanted to talk about, which is again from Quantica. So it's inspired by what happened in March, which we've already touched upon.

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