Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
Long Term Investing - The Best Solution for Illiquidity
02:47 • 3min
Why People Sell Investments
05:31 • 6min
Investing in Distressed Debt
11:13 • 3min
Are You Tempted to Take Some Profits?
14:13 • 3min
Investing the Discipline of Relative Selection
17:36 • 3min
Why You Shouldn't Sell for Market Timing
20:30 • 2min
Is Your Portfolio Concentrated?
22:19 • 3min
Optimization Models Can't Successfully Dilute Portfolio Actions
25:17 • 2min
Investing in the Stock Market - The Wonders of Compounding
27:16 • 4min
Oak Tree - What Do You Trade?
31:23 • 4min