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90 - Offense wins Games. Defense wins Championships w/ Jason Buck
The Trade Busters
How to Set Investor Expectations
I like looking at the more ratio and I'm always analyzing what we do. It's funny to tell about all those things that we always nerd out over to like the Kelly correct ratio and all that. But with that said, if you have a super broadly diversified real bus portfolio without like ours is like you can have a tighter band of what those expectations are. So even though normally I would say, you know, cut the returns in half double the drawdown, that's on a singular strategy. If I'm combining dozens of singular strategies, I have a better idea.
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