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Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

The Acquirers Podcast

CHAPTER

The Distress Over Quality and Hard Sell-Offs

There's a lot of reward to be found when the question of existence going forward gets answered into the affirmative. Much speaks to your not wanting to truncate these power law outcomes by punching out at 50% and then eating a bunch of zeros on the other ones. It's like a Monte Carlo idea where you know some of them are going to not work, but the portfolio is a hole.

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