Capital vs Careers | Buffett Conspiracy, All-Out Pod, Value & Momentum Overlap, Chat-GPT & Falconry
Pirates of Finance
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The Importance of Value and Momentum in ETFs
I would argue whether you have a bond like or equity like income you should actually you're saving should be in like long volatility just to hedge your risks. You shouldn't be doubling down on bonds or equities or anything that's long GDP or long liquidity. Another one that came up for me with kind of your core not not necessarily your core but like the ETF stock world and everything is like I've always kind of wanted to do anETF and call it shit. If you're buying deep value shit plus momo well you're talking about value and momentum which is two of at least historically the most powerful style premium you can incorporate in your portfolio.
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