Markowitz

person on 1 show · 1 statements across 1 episodes

Capital Allocators

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Chhabra: Modern portfolio theory fails by ignoring markets' extreme social instability
“It completely misses the point that markets are this crazy beast that are totally uncertain because they're really a product of social activity, and over long periods of time, any social activity has huge variations.”
Ashvin Chhabra Jul 4, 2022 ▶ 16:39 Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)

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