
 Excess Returns
 Excess Returns  Show Us Your Portfolio: Gary Antonacci
 Aug 10, 2023 
 Gary Antonacci, founder of Optimal Momentum and author of 'Dual Momentum Investing', discusses his personal portfolio goals and unique momentum-based approach. Topics include retirement, first investment, and important lessons for average investors. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6 
 Introduction 
 00:00 • 3min 
 Application of Dual Momentum to Different Asset Classes 
 02:58 • 29min 
 Leverage and the Concept of Volatility Drag 
 31:28 • 2min 
 Portfolio Composition, Diversification, and Crypto Investing 
 33:47 • 2min 
 The Speaker's First Stock Investment 
 35:49 • 4min 
 Discussion about July newsletter and signing up for Gary's content 
 39:47 • 2min 

