QAV S03E50 — Stephen Moriarty

Our slight­ly con­tro­ver­sial inter­view with investor Stephen Mori­ar­ty, co-author of the book ‘Low Rates High Returns’. We dis­cuss his approach to using CAPE ratio and Kel­ly Cri­te­ri­on to time his invest­ing and deter­mine how much of his port­fo­lio he puts into the mar­ket.

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