Weekend Reads - Dec 07, 2024

Trend-Following and Long-Short Quality; Where Does Competitive Edge Exist In the Secondary Market?; The Absurdity of Certainty; Can a Comma Solve a Crime?; and more...

• Trend-Following and Long-Short Quality (Man Institute)

• Where Does Competitive Edge Exist In the Secondary Market? (Adams Street)

• The Absurdity of Certainty (OneRiver)

• Can a Comma Solve a Crime? (The Dial)

• The Earth Is Better with More People (Uncharted Territories)

• Emerging Markets: The Biggest, Fastest Growing, and Arguably Least Understood Pool of Credit in the World (PIMCO)

• The Evolution of Alpha (Brian Hurst)

• Why Europe? Why Now? (Common Fund)

• Should Governments Protect Citizens From External Shocks To Living Standards? (Mainly Macro)

• Jason Buck - Mutiny Funds - Building a Cockroach Portfolio (🎧 The Algorithmic Advantage)

• Cliff Asness on the "Less Efficient Market Hypothesis" (🎧 Excess Returns)

• How A.I. is Revolutionizing Learning & Trading with Kris Abdelmessih (🎧 ReSolve)

• Stop competing with markets. It's a 50-to-1 bet against YOU – Larry Swedroe (📺 Raise Your Average)

• Where Will Stocks Go Under Trump? Watch Passive Capital Flows | Mike Green (📺 Adam Taggart)

• A Masterclass from a Quant Legend | Cliff Asness on the Implications of Less Efficient Markets (📺 Excess Returns)

• MarS: A Unified Financial Market Simulation Engine in the Era of Generative Foundation Models (Microsoft)

• Passive Investment Styles by Ernst et al. (SSRN)

• Limits to Diversification: Passive Investing and Market Risk by Fang et al. (SSRN)