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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Patrick OShaughnessy‏Verified account @patrick_oshag 17 Jul 2019
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      If you could see any two investing people debate one another, who would it be?

      213 replies 11 retweets 135 likes
    2. Jake‏ @EconomPic 17 Jul 2019
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      Replying to @patrick_oshag

      @CliffordAsness and pretty much anyone who he would be likely to disagree with

      7 replies 2 retweets 55 likes
    3. Robert‏ @HIGHSHARPE 17 Jul 2019
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      Replying to @EconomPic @patrick_oshag @CliffordAsness

      Cliff and Nassim Taleb.

      1 reply 2 retweets 22 likes
    4. Molson Hart‏ @Molson_Hart 17 Jul 2019
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      Replying to @HIGHSHARPE @VoidCowboy and

      This is a great suggestion. I feel like they would do it too.

      1 reply 1 retweet 2 likes
    5. Robert‏ @HIGHSHARPE 17 Jul 2019
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      Replying to @Molson_Hart @EconomPic and

      Right. Taleb seems to have a problem that isn't a 90% bonds gamma quant and cliff, being a factor investor has a liking for behavioural finance (which taleb lambasts) It's definitely be a scene. In addition, Taleb rarely talks about his ideas in a way thag is applicable to fin

      2 replies 1 retweet 4 likes
    6. Molson Hart‏ @Molson_Hart 17 Jul 2019
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      Replying to @HIGHSHARPE @VoidCowboy and

      I am grateful to have briefly worked at AQR and I love Taleb. Would definitely be awesome to see these heavyweights debate (or even have a conversation). @nntaleb and @CliffordAsness, what do y'all think?

      1 reply 1 retweet 6 likes
    7. Clifford Asness‏Verified account @CliffordAsness 17 Jul 2019
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      Replying to @Molson_Hart @VoidCowboy and

      Well we need to find something we disagree on first... I tend to agree with him well more than I don’t.

      2 replies 1 retweet 17 likes
      Molson Hart‏ @Molson_Hart 17 Jul 2019
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      Replying to @CliffordAsness @VoidCowboy and

      I don't know your and Taleb's economics work well enough to list disagreements, but I think there's a cultural one. When I was at AQR (3 months total, entry-level position, small sample size), great emphasis was placed on academic achievement and getting published.

      10:21 AM - 17 Jul 2019
      • 1 Retweet
      • 1 Like
      • Adam Goldstein Marc Casañas Escarré
      2 replies 1 retweet 1 like
        1. New conversation
        2. Molson Hart‏ @Molson_Hart 17 Jul 2019
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          Replying to @Molson_Hart @CliffordAsness and

          @nntaleb publishes his work often, but I'd bet that he'd consider papers like fama-french 4 factor to be "teaching birds to fly" or academization of a concept already well-known by practitioners.

          2 replies 1 retweet 5 likes
        3. Clifford Asness‏Verified account @CliffordAsness 17 Jul 2019
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          Replying to @Molson_Hart @VoidCowboy and

          I don’t debate people who could deadlift me.

          1 reply 3 retweets 49 likes
        4. 5 more replies
        1. Clifford Asness‏Verified account @CliffordAsness 17 Jul 2019
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          Replying to @Molson_Hart @VoidCowboy and

          Maybe but that’s a boring debate.

          0 replies 0 retweets 0 likes
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