22min chapter

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#1324 Sam McLemore on How To Invest Billions Of Dollars Intelligently

The Pomp Podcast

CHAPTER

Exploring Time Arbitrage in Investing

The chapter delves into the concept of time arbitrage in investing, emphasizing the blend of art and science in decision-making while quantifying market expectations over a longer time frame. It discusses analyzing market events, evaluating pricing and fundamentals of businesses, and the importance of putting in significant time to stay competitive in investing. The conversation also reflects on experiences with mentors, lessons learned, and the critical role of sensible capital return policies in enhancing shareholder value.

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