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Mentions Across Episodes
“This is Nick's takeaway from thinking about the Kelly Criterion. The common sense outcome of that equation is that if one is certain of being right, one should invest the entire portfolio in that idea.”
“Simmons was influenced by people in the past. He read John Kelly's paper, the Kelly Criterion.”
Sentiment: Deep Dive
Trigger: quantitative investing strategies
For: Investors and finance professionals interested in quantitative methods
Key quote: “I really think it's fundamental.”
The host discusses the influence of John Kelly's work on modern quantitative investing, particularly through the lens of the Kelly Criterion. This book is highlighted as fundamental in understanding the evolution of investment strategies and the importance of mathematical approaches in trading.