Forget Sleep – The Nerve Wracking Portfolio Generates Alpha
During their latest episode of the VALUE: After Hours Podcast, Dickson, Taylor, and Carlisle discuss Forget Sleep – The Nerve Wracking Portfolio Generates Alpha.
To the extent that either we’re nervous now that markets are about to turn down or that they have started, the question becomes, are you more likely to find things which are interesting on the long side in this kind of environment or a 2019, 2020 kind of environment, when everything’s great and everyone’s talking about how money is flowing.
Actually, one of our internal blog posts, I’m not sure if I made this one of my Drew’s Views posts, but I think I called it, “I’d rather not sleep.” If I’m sleeping well at night, I own– [crosstalk]