portfolio

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2024 by David Friedberg · across every show →

Everything said about portfolio, oldest first

Jul 23, 2024 neutral

Insight

Friedberg: Larger portfolio construction minimizes beta but strips away alpha

“I think the bigger a portfolio you develop, the less alpha there is. You try and minimize beta, but you take all the alpha away if you do that.”

David Friedberg Jul 23, 2024 ▶ 20:18 The Besties Take Napa | All-In Special

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portfolio

Everything said about portfolio, oldest first

Turn any episode into a week of clips.