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Which podcasts are discussing ELM?
3 ATTRIBUTED IDEAS · 2 EPISODES · 2 SHOWS
The shows
Monetary Matters with Jack Farley
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
9 AUG3D AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 30:00
Dynamic asset allocation beats static indexing
“The guest argued that a dynamic asset allocation approach, which adjusts equity exposure based on long-term valuation and risk signals, is logically superior to a static index fund allocation.”
RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani · with Victor Haghani
Core thesis · 5/5Verify in source →
4 AUG1W AGOMONETARY MATTERS WITH JACK FARLEY · 05:00
Five-star screen for risky assets
“The guest argued that any risky asset worthy of investment should meet five criteria: a clear risk-premium story, an estimable risk premium, pure systematic risk (low idiosyncratic risk), high liquidity/transparency, and low fees/tax efficiency.”
Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM
Core thesis · 5/5Verify in source →
4 AUG1W AGOMONETARY MATTERS WITH JACK FARLEY · 10:00
Dynamic asset allocation using momentum
“The thesis presented was that a dynamic asset allocation strategy, which adjusts exposure based on momentum as a proxy for risk, is superior to a static allocation.”
Victor Haghani on Death of Random Walk, and Passive, Buybacks, and LTCM
In depth · 4/5Verify in source →
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