3 ms·
When it comes to finance - I recommend anything that's "long convexity". For example papers by Artemis, the 100 years portfolio is quite good https://www.artemi
by H8crilA 6y ago
When it comes to finance - I recommend anything that's "long convexity". For example papers by Artemis, the 100 years portfolio is quite good https://www.artemiscm.com/welcome https://www.artemiscm.com/welcome
Then I'd say reading history and trying to imagine how those people thought like. I think Taleb is basically a historian that happened to trade a lot of options in his past life. I like Robert Shiller's idea of "moving back in time", where you read today's NYTimes daily but from say, 1925, instead of 2020.