lukestein’s avatarlukestein’s Twitter Archive—№ 17,263

  1. …in reply to @bennpeifert
    @bennpeifert @franktron We've known each other a long time Benn.
    On twitter.com Twitter logo lukestein’s avatar ❤️ 2 Favorites Mood 0
    1. …in reply to @lukestein
      @bennpeifert @franktron By the way, here's a version that I think makes the case much more starkly: Hedge is negative expected return standalone. But not only does fully hedging more than double the CAGR, it even increases the CAGR if (counterfactually) I had to deploy my capital to buy the hedges
      oh my god twitter doesn’t include alt text from images in their API
      Permalink On twitter.com Twitter logo lukestein’s avatar ❤️ 2 Favorites Mood -2 🙁