Identify and hedge portfolio risks standard Barra models miss by building bespoke thematic factors

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

Combine 0.9-Sharpe idiosyncratic PMs at low correlation to engineer a 2.5+ portfolio Sharpe

Disintermediating Pod Shops | Will England, Derek Drummond, and Tony Caruso Ep.501 — Capital Allocators with Ted Seides · Capital Allocators with Ted Seides

Anchor your liquid portfolio in self-custodied Bitcoin, then use ecosystem instruments as accumulation fuel

Peter Dunworth: $300 Trillion Is About to Flow Into Bitcoin — Robin Seyr · Robin Seyr

Short-run risk metrics force long-horizon institutions to act like day traders

The Problem With Passive Investing Nobody Talks About · Philip Roscoe

Home bias is always wrong — own the world, not your postcode

The Golden Age of Returns is Over · Mike Staunton & Paul Marsh

The returns you see are the markets that survived — the losers were quietly erased

The Golden Age of Returns is Over · Mike Staunton & Paul Marsh

A 1% annual fee doesn't cost 1% — it costs a quarter of your final pot.

Do We Need To Change Our Minds About Index Funds? · Tim Harford

Separate survival money from growth money — never mix them

If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein

Design for the worst 1-2% of times — that's when compounding breaks

If You Understand This, You'll Never Fear a Market Crash Again · William J. Bernstein

Hold 5-10 names so winners can be sold and recycled while the rest mature.

How to Invest in Stocks · Sasha Yanshin

Intelligence optimises for efficiency and order — making destruction and war forms of waste to avoid

Ex-Google Exec (WARNING): The Next 15 Years Will Be Hell Before We Get To Heaven! · Mo Gawdat

Identify physical resource constraints before the market reprices them and build portfolios around the bottleneck

All Time Highs Built On A Compute Shortage — Jordi Visser · Jordi Visser

Build portfolios that survive the worst scenarios rather than just capturing the best ones

Howard Marks on the US Dollar, Three Ways to Add Defense, and Good Questions | The Tim Ferriss Show · Howard Marks

Your imagined risk tolerance bears no resemblance to your actual response under pressure

Common Causes of Very Bad Decisions · Morgan Housel

Index 85-95% of your portfolio, then play with the rest guilt-free.

The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis

Three to five index funds is all the diversification you need.

The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get On with Your Life · Bill Schultheis

Stock prices move unpredictably, so stop trying to outsmart the market

A Random Walk Down Wall Street · Burton G. Malkiel