Is There a Theory of Constraints in Portfolio Managers?

In the late nineties period, i would have been buying money magazine. But doing the opposite, i'm sure i was chasing all the hot funds at the time of the internet super stars. I think e trade was our robin hood. That's what i like to say. Quanto cagt breadth in reducing your breadth. Is that a value mean reversion sort of concept? Or is a different thesis there? It's that and something else.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.