efficiency

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 24, 2021 by Ashby Monk · across every show →

Everything said about efficiency, oldest first

May 24, 2021
Insight
Monk: Innovation and efficiency are opposites because innovation inherently requires failure
“And by the way, you cannot innovate without failure. The two are inextricably linked. It's like saying we want to be efficient and innovative at the same time. They're opposites. Innovation is failure and learning how to manage failure.”
Ashby Monk May 24, 2021 ▶ 59:58 Ashby Monk – Innovation in Institutional Portfolios (Capital Allocators, EP.196)
Sep 15, 2025
Opinion
Meli: Public equity markets may be growing less efficient due to indexing
“I have a sneaking hypothesis that I'm hesitant to say out here because there's a high probability I'm wrong, but I will say it. I feel like the market's becoming a little less efficient in certain areas, and I'll explain it.”
Adrian Meli Sep 15, 2025 ▶ 40:16 Adrian Meli – Active Equity Excellence at Eagle (EP.459)
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