“If you want two funds in this category, you want double the chance of having a great story to tell in a given year.”

Andrew Beer · Top Traders Unplugged · SI421: Taking CTAs Mainstream ft. Andrew Beer

Play from 1:15:05
1:15:05

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What was described

suggested pairing two funds in the same category so investors get double the chance of a strong story each year

Said nearby on the same subject

“Alcohol is a category one carcinogen. It is in the same category as asbestos, as cigarettes, as all of these other materials that we so fervently avoid and mitigate.”
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Contrarian take Share this moment
“I contacted ASOS ... we decided editorially that we would do that to give ASOS the chance to notify customers properly ... we sent out our story at roughly the same time as the customers were warned.”
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Said on World Business Report
How they work Share this moment
“What you want to do is hold your fund in slightly different weights compared to how strong the momentum is from each stock, and make sure you have some exposures outside of that momentum bucket as well.”
MJ
Matt Jones
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How they work Share this moment
“The half-life in humans is actually quite slow. It's two to three years for each, for your level to go down by half. So it takes, so if your levels are raised, you need to wait 10 years or so for it really to get near to background levels”
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Said on Medicine and Science from The BMJ
Hard number 2-3 years half-life, ~10 years to approach background Share this moment

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