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time horizon

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Nov 29, 2021 by Chas Cocke · across every show →

Everything said about time horizon, oldest first

Nov 29, 2021
Insight
Cocke: Extending investment horizons exposes portfolios to low-probability risks
“When you extend the time horizon, like all the low probability risks begin to potentially show up.”
Chas Cocke Nov 29, 2021 ▶ 31:28 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
Mar 2, 2026 neutral
Insight
Baker: Portfolio turnover is driven by volatility, not time horizon
“Turnover should be a function of how often you change your mind, and part of that in any discipline valuation-based process should be about how the stocks move. For me, turnover is mostly a function of volatility.”
Gavin Baker Mar 2, 2026 ▶ 49:59 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
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