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Corey Hoffstein - Rebalance Timing Luck (S2E11)
Flirting with Models
How to Balance Quantitative Signals for Predictive and Forecasting Power
The idea of rebalanced timing luck ended up on our radar as a big influencer of potential returns. What we might do is form a bunch of different portfolios and hold them each for the right amount of time, but construct them at different points in time. It's very much related to what PE firms do, actually, when we think about sort of market cycle risk.
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