momentum investor

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 25, 2022 by Louis-Vincent Gave · across every show →

Everything said about momentum investor, oldest first

Apr 25, 2022 bearish
Prediction Not checkable as stated
Gave: Era of Momentum and Carry Trade Investing Is Over
“What I would like to suggest to you is that the era of the momentum investor and the era of the carry trade investor are now done. We've entered the period of the return to the mean investor.”
Louis-Vincent Gave Apr 25, 2022 ▶ 42:01 Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Nov 6, 2023 neutral
Insight
Thacker: Value and GARP strategies mathematically underperformed without momentum
“It's just a mathematical reality, which is if you believed in any value or GARP orientation, you have underperformed. You needed to be a momentum investor In your asset allocation, as well as owning those type of managers.”
Allison Thacker Nov 6, 2023 ▶ 37:32 Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
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