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GM31: The Art of Volatility Investing ft. Dave Dredge

Top Traders Unplugged

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The Importance of Knowing What You Don't Know

The true value lies in realizing knowing what you don't know and internalizing that. The 10 best months contribute about 30% of the long-term compounded return over a 40-year track, while the 10 worst months contribute about minus 40%. It's not predicting what you think you know it's constructing resilience for what you don’t know which is why our whole premise is to construct an investment portfolio based on what youdon't know.

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