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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs with Breaking The Market on Ergodicity Economics and Geometric Rebalancing
Description: This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. “Drink once every time someone says "rebalancing", twice for "geometric", thrice for "ergodicity". Leverage these amounts by 2.7x for the full Kelly experience”. This was the opening salvo from our guest, the once anonymous author of the popular Breaking the Market Blog, now revealed as Matt Hollerbach (founder of Pronghorn Analytics). With a background in mechanical engineering, he has applied his analytical and mathematical background to challenge a variety of once-sacred investment beliefs, generating thought-prov...