Risk and Position Sizing
Scott emphasizes the importance of position sizing and the impact of market conditions on trading decisions. He draws parallels between investing and games of chance, highlighting how one's "chip stack" influences risk-taking. The discipline of resetting positions at year-end is crucial, as it often leads to better outcomes in the face of market fluctuations.In this clip
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Capital Allocators – Inside the Institutional Investment Industry
Scott Bessent - Macro Maven (EP.415)
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