
Liquidity Premium with Adam Butler (S1E8)
Flirting with Models
00:00
Do You Have Zero Economic Intuition?
I looked at using just the Fama French factors and I recreated the factors using sectors. And to me, that is a truly faith-based lead to introducing to a portfolio. Or am I going to do something that has analytical basis that I can derive the math for? It's likely an uncompensated bet and creating that for a small point. Exactly. He really took a husband to task on it. Yeah, yeah. Definitely that.
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