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The Contrarian Edge With Vitaliy Katsenelson

Lead-Lag Live

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The Contrarian Edge

We're at a point in society where technology basically can communicate and idea largely, which means we don't have to be as good of a communicator as the standard might have been beforehand. Vitaly Katzenelson: From my own analysis, back testing, the reality is having an investment edge is remarkably difficult because it's hard to generate alpha. Even if you find an approach to generate alpha, you have to still have a cycle that favors the anomaly and then stick it out long enough to see that cycle come to pass.

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