Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 ā¢ 3min
What Is the Best Way to Get Ahead of Them?
02:51 ā¢ 4min
Rebalance Timing, Luck
06:38 ā¢ 4min
Is Dunning Cruger the Most Confident Expert in Rebalancing?
10:21 ā¢ 2min
Rebalancing
12:11 ā¢ 2min
Rebounce Timing Luck - What's Your Argument?
13:58 ā¢ 5min
The Seasonality Effects of Rebalancing Asset Classes
18:51 ā¢ 4min
Rebalancing Timing Luck
22:26 ā¢ 3min
Do You Really Want to Write Quarterly Commentaries?
25:47 ā¢ 2min
Why You Shouldn't Market a Back Test
27:41 ā¢ 3min
How to Build the Best Product, You Know?
30:29 ā¢ 3min
Using Rebalancing Bands to Trade a Mutual Fund?
33:43 ā¢ 3min
Rebalancing a Portfolio
37:01 ā¢ 3min
Is the New Marketing Rule Coming Out?
39:34 ā¢ 5min
Do You Do Long Term Trend Following?
44:17 ā¢ 5min
Is That the North Star That We're All Competing With?
49:15 ā¢ 4min
Global Macro Is Just a Soap Opera for Rich, Old White Men
52:56 ā¢ 3min
You're Gong to Realy Put Me on the Spot
55:35 ā¢ 3min
Founders Podcast - I'm So Happy for David Senra
58:54 ā¢ 3min
The Japanese Are So Much More Civilized Than We Are.
01:02:04 ā¢ 2min