The Ultimate Override

I look at it from, you know, the viewpoint of I want to have many, many as many independent bets in that portfolio in independent markets. In December 1990, I made 30%. I made all 30% in that month in heating oil and I made 30% for the year. That type of trading is no longer exists at my company. So I've more embraced the hundreds of markets, lots of small independent bets.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app