Reinvest Wisely So Your Family Will Love You: Enigmatic Fine Art Returns, Messi & Sports Financing
Jun 10, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 2min
Ross Stevens: The Founder of Stone Ridge Holdings
02:08 • 2min
The Influence of Eugene Fama on the Principal Agent Problem
04:18 • 2min
How to Build a Database of War Points
05:59 • 4min
How to Buy a Player in the Minor Leagues
10:18 • 3min
Messi's Move to Miami Is a Way for Him to Bring His Extended Family to Miami
13:09 • 2min
Chaos Kings: The Story of All the Players at Universal
15:33 • 5min
Interval Mutual Funds: The Future of Investments
20:20 • 2min
The Importance of Liquidity in ETFs
22:00 • 4min
How to Get the Most Out of Your Investments
25:49 • 3min
The Auspicious Timing of Universal Wells
29:17 • 5min
The Importance of Rebalancing Bands
33:55 • 2min
How to Survive the Only Success
35:41 • 4min
The Importance of P&L in Emergent Portfolio Construction Properties
39:29 • 2min
The Importance of Tale Risk Hedging
41:40 • 4min
The Effect of Portfolio Rebalancing on Variance Drag
45:17 • 2min
The Benefits of Rebalancing Your Portfolio
47:31 • 2min
The Pirate Pinky Promise
49:05 • 2min
The Importance of Diversifying Risk
50:44 • 2min
The Risk Free Rate of Return
52:40 • 2min
The Limits of Diversification
54:51 • 2min
The Dismantling of Alpha
56:23 • 4min
The Limits of Capacity Constrained Strategies
59:55 • 2min
How to Take Advantage of AI
01:01:47 • 3min