index investing
3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Jul 30, 2018 by Charlie Ellis · across every show →
Everything said about index investing, oldest first
Jul 30, 2018 bearish
Index funds in China risk blindly tracking irrational retail speculation
“The Chinese market, as anybody who spends any time with it knows, is still dominated by retail investors, prices particularly. So unless you're good at understanding retail investors and how they track past price performance and project future price performanc…”
Feb 25, 2019 bearish
Passive indexing growth makes fundamental hedge fund alpha harder to generate
“If you're halfway there, there's half as many shares being sold into that news event than there used to be. Or, like, way more cynically, there's fewer dumb decisions being made in one part of the world That can be profited on from the other. And at the same t…”
Oct 10, 2024 negative