
Liquidity Premium with Adam Butler (S1E8)
Flirting with Models
The New Podcast - Adam Butler
Adam Butler: When you start adding all these alpha signals, so to speak, value, momentum carry onto an existing strategic portfolio, you are introducing more bets. He says the idea of ensemble average versus time average can be killer over finite time horizons. "It's been great. Cheers on Bartok. Let's do this again"
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