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SI163: The Importance of Investment Narratives ft. Mark Rzepczynski

Top Traders Unplugged

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Is Narrative Sufficient to Make an Investment Decision?

i can't, certainly not in our world, right? Because if you were just looking at performance records and you had no idea how they got those numbers, it could be pure luck. But if you have some one who comes in and tells a great story about his process, what are you going to do with that? And i think that this actually sort of really hits home with the trend following narrative. So, yes, i mean, ret narrative by itself is nita not sufficient to make a decision. Neither as data by itself. I meanbut there are people who do it, so so it could be sufficient. It is that narrative is both ne necessary, but not sufficient to

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