Sveriges mest populära poddar

The Compound and Friends

Overcoming Biases with Josh and Drew Dickson

10 min • 1 april 2019

Josh's guest today is portfolio manager Drew Dickson, who manages a concentrated portfolio of favorite stocks for Albert Bridge Capital. In a recent blog post, Drew explains the four "tools" he uses to overcome the biases that can cloud an investor's judgement and threaten a portfolio manager's ability to look at holdings objectively.


Josh talks to Drew briefly about these ideas in today's The Compound mini podcast.


You can read Drew's post here:


https://www.albertbridgecapital.com/drew-views/2019/3/26/dampa-debiasing-and-alpha


And be sure to enable our skill on Amazon - "Alexa, play the Compound show!"


https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


Hosted on Acast. See acast.com/privacy for more information.

Learn more about your ad choices. Visit megaphone.fm/adchoices

00:00 -00:00