What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly
Excess ReturnsSeptember 26, 202401:02:31

What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly

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 in markets and a lot more.

00:00 Introduction
01:19 Early trading experiences
14:35 Understanding narrative in trading
17:05 Concept of edge in trading
30:56 Creating "50 Trades in 50 Weeks"
41:24 Challenges in live trading
47:33 Evaluating fund managers
54:33 2007-2008 financial crisis experience
59:41 Key lesson for average investors

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