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Superstrat3gist's avatar

Thanks a lot for sharing, Joachim ! It'd be interesting to find out to which extent these findings can be transposed into the analysis of PE/VC portfolios, where hyper-connectedness & hoarding are also known phenomena...

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Gunnar Miller's avatar

The reason "The Big Short" was so popular was its view that one has to be eccentric, outrageous, annoyingly (endearingly?) anti-social, or even autistic to make outrageously successful macro bets or short sales to zero. This is a well-worn dramatic trope https://en.wikipedia.org/wiki/Hero%27s_journey ... "Moneyball" is similar. But then everyone goes home from the movie theatre and puts their retirement money in index trackers ;-)

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