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Podcast: The Winning Momentum Podcast with Scott Sinclair
Episode: Sinclair Range Week in Review – December 12, 2025
Description: This week at Sinclair Range, we break down how to properly evaluate investment performance, why benchmarks and mandates matter more than headline returns, and why private credit generates better returns than real estate.• How to Judge Investment Performance ProperlyWhy two portfolios with similar returns can be judged very differently depending on mandate, risk, and benchmarks.• Benchmarks, Risk, and the AI BubbleWhy today’s equity benchmarks are distorted by a handful of AI-driven stocks, how diversification hurts returns in bubbles, and what happens when those bubbles burst.• Knowledge Arbitrag...