Vinesh Jha, ExtractAlpha – Alternative Data & Crowdsourcing Financial Intelligence | #391
The Meb Faber Show - Better Investing
How Much of a Role Does the Shortside Play?
It's a really brutal game, or has been, to be a short fund recently. Even if you have great ideas on a relative basis, unless you're significantly hedging your shorts, then you're going blown up. The dedicated short fronds, at least till about a year ago, were almost extinct. It feels like they just, there's not many left. But even the long short ones, how do they incorporate this knowledge?
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