EPISODE · May 13, 2024 · 1H 4M
Ten Lessons from Two Decades of Managing Money
from Two Quants and a Financial Planner · host Excess Returns
In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we've learned throughout our careers in investing and financial planning. We discuss the importance of diversification, the challenges of balancing long-term strategies with changing market conditions, and the critical role of understanding an investor's true risk tolerance. We also discuss the principal-agent conflict, the potential pitfalls of relying solely on quantitative measures, and the necessity of adapting to an ever-evolving financial landscape. We hope you enjoy the discussion. SEE LATEST EPISODES https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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Ten Lessons from Two Decades of Managing Money
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