Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 3min
How Has the Research Process Evolved?
03:10 • 3min
Man Group, Man Solutions
06:17 • 2min
Investing in Capabilities
08:04 • 2min
Corp Specialist and Fast Trading - What's the Difference?
09:53 • 3min
How to Scale a Research Project?
13:17 • 3min
How to Manage Project Costs and Portfolio Allocations
16:15 • 2min
How to Leverage Resources Across Different Research Teams
18:43 • 3min
Resource Management and the Refuse Minimization of Not Investing Early
21:33 • 3min
The Challenge of Diversity of Thought in Research
24:04 • 4min
Creating Skin in the Game
27:47 • 5min
How to Create Confidence in Your Strategies and Models
32:54 • 2min
The Real Distinguishing Feature of Dynamic Risk Targeting
35:13 • 2min
Using Risk Overlays in Your Research and Writing
37:06 • 5min
Do You Think That Val Targeting Funds Are Destabilizing Markets?
41:43 • 3min
What Lessons Did You Take Away From 20 20?
44:46 • 4min
The Most Important Due Diligence Question
48:28 • 3min
Stocking Stuffers - What Are Your Favorite Trades?
51:15 • 4min