Moontower· Kris Abdelmessih·· 6 days agoAI Score63
Key Takeaways from the Interview with LTCM Co-Founder Victor Haghani: Position Sizing Matters More Than Instrument Selection
you can’t change minds
AI summary
Moontower host Kris Abdelmessih breaks down an interview with LTCM co-founder Victor Haghani, arguing that investment decisions consist of two parts: instrument selection and position sizing, and that LTCM's failure stemmed from flawed position sizing rather than poor instrument selection.
Source:Moontower · moontower.substack.com
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