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4min chapter
Corey Hoffstein - Rebalance Timing Luck (S2E11)
Flirting with Models
The Impact of Timing Luck on Academic Factor Portfolios
Corey: I think that going through this timing and luck and hearing you talk about it, it's good to have an understanding of the magnitude so that you can incorporate that into your overall portfolio or strategy construction. He says he still thinks there's some interesting angles to explore this from. "I would expect that a lot of the work we just did on SmartBait as we're going to try to clean up and hopefully get published in the journal"
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