Expected Returns 9 – Alternatives
Today’s post is the ninth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
Category: Required Reading
The Sceptical Investor 5 – Value, Turnarounds and Funds
Today’s post is our fifth visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
The Most Important Thing 5 – Defence, Pitfalls and Adding Value
Today’s post is our fifth visit to The Most Important Thing by Howard Marks.
Expected Returns 8 – The Credit Premium
Today’s post is the eighth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
Expected Returns 7 – The Bond Premium
Today’s post is the seventh in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
The Sceptical Investor 4 – Bubbles, Valuations and Forecasts
Today’s post is our fourth visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
The Most Important Thing 4 – Patience and Luck
Today’s post is our fourth visit to The Most Important Thing by Howard Marks.
Expected Returns 6 – The Equity Premium
Today’s post is the fifth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
Expected Returns 5 – Private Equity and Illiqidity
Today’s post is the fifth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
The Sceptical Investor 3 – Media, Incentives and Humility
Today’s post is our third visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
The Most Important Thing 3 – Psychology and Contrarianism
Today’s post is our third visit to The Most Important Thing by Howard Marks.
Expected Returns 4 – Lottery Tickets
Today’s post is the fourth in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
