5min chapter

Flirting with Models cover image

Jason Josephiac - Portable Alpha and Risk Mitigating Strategies (S6E6)

Flirting with Models

CHAPTER

The Commonality of Best Thinking in Investing

Makita: Investors and plant sponsors all have the same problem. We're trying to put up highest absolute return with some given level of risk. He says investors should consider what they need to achieve in isolation. Makita: When an investment approach becomes a religion, it's time to lose a faith.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode