If you could see any two investing people debate one another, who would it be?
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Replying to @patrick_oshag
@CliffordAsness and pretty much anyone who he would be likely to disagree with7 replies 2 retweets 55 likes -
Cliff and Nassim Taleb.
1 reply 2 retweets 22 likes -
Replying to @HIGHSHARPE @VoidCowboy and
This is a great suggestion. I feel like they would do it too.
1 reply 1 retweet 2 likes -
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 -
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 -
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 -
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.
2 replies 1 retweet 1 like -
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 -
Replying to @Molson_Hart @VoidCowboy and
I don’t debate people who could deadlift me.
1 reply 3 retweets 49 likes
Haha, we better be careful with what we say, we might get blocked.
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Replying to @Molson_Hart @VoidCowboy and
Nassim wouldn’t block me. He doesn’t block you for being wrong, which I might often be, but for being dishonest.
6 replies 7 retweets 148 likes -
Replying to @CliffordAsness @Molson_Hart and
I am certain we disagree on risk parity and covariance matrices. Heavily so.
4 replies 3 retweets 46 likes - 2 more replies
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