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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