Alex Edmans · The Rational Reminder Podcast · The Madness of Markets (Alex Edmans)
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Advocates country-level momentum: buy countries with recent six-month outperformance and sell those with recent underperformance
“Email like 20 recent customers… ask them for a review on your top selling products… that will help if you do the work now.”
“We did some modelling for clients recently who were pursuing a financial independence goal. We found that if they wanted to achieve their goal without needing to sell down any investments, they could both cease work at age 55.”
“If you're a neocloud, you can buy the GPUs, deploy them, sell a strip of GPU futures, and then just sell on-demand compute…sell six month contracts…post a big percentage upfront”
“Cash has pretty much outperformed every one of those categories. The only one that outperformed cash by a little bit over the last five years is high yield.”
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