Is Global Macro Gossip? S03:E06

1

Introduction

00:00 • 3min

2

What Is the Best Way to Get Ahead of Them?

02:51 • 4min

3

Rebalance Timing, Luck

06:38 • 4min

4

Is Dunning Cruger the Most Confident Expert in Rebalancing?

10:21 • 2min

5

Rebalancing

12:11 • 2min

6

Rebounce Timing Luck - What's Your Argument?

13:58 • 5min

7

The Seasonality Effects of Rebalancing Asset Classes

18:51 • 4min

8

Rebalancing Timing Luck

22:26 • 3min

9

Do You Really Want to Write Quarterly Commentaries?

25:47 • 2min

10

Why You Shouldn't Market a Back Test

27:41 • 3min

11

How to Build the Best Product, You Know?

30:29 • 3min

12

Using Rebalancing Bands to Trade a Mutual Fund?

33:43 • 3min

13

Rebalancing a Portfolio

37:01 • 3min

14

Is the New Marketing Rule Coming Out?

39:34 • 5min

15

Do You Do Long Term Trend Following?

44:17 • 5min

16

Is That the North Star That We're All Competing With?

49:15 • 4min

17

Global Macro Is Just a Soap Opera for Rich, Old White Men

52:56 • 3min

18

You're Gong to Realy Put Me on the Spot

55:35 • 3min

19

Founders Podcast - I'm So Happy for David Senra

58:54 • 3min

20

The Japanese Are So Much More Civilized Than We Are.

01:02:04 • 2min