Jim Masturzo - Tactical Asset Allocation (S3E4)
Flirting with Models
How Do You Balance Long Term Forecasts With Short Term Events?
When we think about crises, this is really the crux of managing other people's money. This is what you get paid for, is to deal with crises. And in a crisis, clients and colleagues, sometimes they expect you to do something. Sometimes the best thing to do is to do nothing,. We know that when we act just to act, it usually turns out poorly for any of us. The book thinking fast and slow as talks about, from a cognitive perspective, why we act fast and how to tame that.
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