Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]
Invest Like the Best with Patrick O'Shaughnessy
How Much Diversification Should There Be?
The idea of luck and random outcomes, where two guys with a set or two girls ar the same exact pedigrees, you know, one works and one doesn't, it's got to be a huge challenge from the allicator p tive. What we know is that more concentration is better. That has to be dovetailed with some level of skill. And if you have no skill, concentration is a lot worse,. But then you probly should just be indexing.
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