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Animal Spirits Podcast · 2025-02-10 · 38 min · 7,240 words

Talk Your Book: How to Eliminate Negative Alpha

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Today's Animal Spirits to Talk Your Book is brought to you by Longboard Funds. Go to LongboardFunds.com to learn more about the Longboard Fund. Which is a trend following strategy we were talking about on the show today. Uh that's longboardfunds dot com. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Red Host Wealth Management.

This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Ridholtz Wealth Management may maintain positions in the securities discussed in this podcast. Welcome to Animal Sprits with Michael and Ben. On today's show, we are joined by one of the OGs in Trent Following, Cole Wilcox. I love the idea of systematic investing. Trend following

removing the emotion, if only I could follow it. I mentioned this on the sh I mentioned this on the show. That I sold Netflix and Meta. Uh I don't know, both fifty percent ago.

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