Ten Lessons from Two Decades of Managing Money

Two Quants and a Financial Planner
13/05/2024 1h 4min Temporada 1 Episodio 64

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Episode Synopsis

In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we've learned throughout our careers in investing and financial planning. We discuss the importance of diversification, the challenges of balancing long-term strategies with changing market conditions, and the critical role of understanding an investor's true risk tolerance. We also discuss the principal-agent conflict, the potential pitfalls of relying solely on quantitative measures, and the necessity of adapting to an ever-evolving financial landscape.

We hope you enjoy the discussion.
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