Behavioral Time and Investment Strategies

In this Get Stacked clip, we explore the concept of behavioral time and its impact on investment strategies. The discussion highlights the advantages of managed futures, carry as an overlay, and taking advantage of macro inefficiencies through global futures, commodities, currencies, rates, bonds, and equities. The argument is supported by evidence suggesting that a diversified package of alternative investments-such as global style premia, systematic macro, trend following, reinsurance, cap bonds, diversified arbitrage, and Bitcoin-can offer more consistent positive excess returns compared to traditional value investing and stock picking.
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