AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
78 - Hacking Expectancy, or Breaking the Market? w/ Matt Hollerbach
The Trade Busters
Is There a Volatility Tax in Asset Allocation?
I think basically all of this stems from the notion of volatility tax. If you have a time of low volatility, most likely it's going to stay roughly that way. So if you can monitor that and understand what volatility regimes were kind of in, it can inform if you should own assets or not. When they get correlated with each other, maybe you back off and be more safe. Knowing full wallet, these are all guesses.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
More snips
S3E5 Can Conversational AI Revive Our Attention Spans? With Gloria Mark, Author of Attention Span
The Importance of Road Activity
01:20
#800: Ev Williams — The Art of Pivoting (e.g., Odeo to Twitter), Strategic Quitting, The Dangers of Premature Scaling, Must-Read Books, and More
Nostalgia for the Dawn of Social Media
03:53
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
The Bitter Lesson of Deep Learning
02:00