Strategy and Temperament
Yen emphasizes the critical importance of aligning investment strategies with personal temperament and skills. He reflects on the challenges of maintaining focus and preparation over trading activity, highlighting that false confidence can be detrimental. By separating price volatility from business volatility, he underscores the need for a solid foundation based on facts and quality relationships in the investment process.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
#4: Yen Liow – The Quest for the Right Tail at Aravt Global, EP.188
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