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Podcast: Excess Returns
Episode: What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly
Description:
In this episode, Matt sits down with Brent Donnelly, author of "50 Trades in 50 Weeks: One Year of Good Ideas, Dumb Mistakes, and Timeless Trading Lessons". Brent spent close to a year conducting a unique experiment where he created and executed one unique trade every week across a wide variety of markets and asset classes. We discuss what he learned from the experience.
We also delve into the concept of edge in investing and the challenges of maintaining one in evolving markets, the importance of narrative, the challenges of transitioning from backtesting to live trading, the crucial role of adaptation...