Albert Bridge Capital

Conversation with Dr. Daniel Crosby on his Standard Deviations Podcast

Drew joins Dr. Daniel Crosby on the Standard Deviations podcast.

How Did This Even Happen?

No, I’m not talking about the winner of the Presidential election or COVID-19 or 2020. I’m talking about something I saw Rex Chapman tweet out over the weekend.

The Hot-Hand Fallacy Fallacy Fallacy?

Many of you will be familiar with the so-called “hot-hand” fallacy, or (perhaps) the lack thereof.

A Different Game?

I was out shooting baskets this weekend, thinking about the concept of inversion.

Finance

Prediction, Publicity, and Paul the Octopus

Unlike many other market observers, we just don’t see the point in discussing or debating the macroeconomics driving overall markets, volatility, or sentiment.

Stay in the Game

This is going to be an uncharacteristic departure for me. This story is deeply personal, for our family, and for our oldest son in particular.

James Harden and Alpha

I played high school basketball in Indiana. I won a few honors, but was broadly mediocre, and certainly not NCAA D1 material.

Debiasing and Alpha

We manage a concentrated portfolio of investment ideas.

Horses and Stocks

Bet With The Best, Chapter 3: Crist on Value

Bill Sharpe and Hank Aaron

We basically need to hold something different (either securities or bet sizes) than the “market”.

Rick Barry and Lewis Carroll

The goal of our business, very simply, is to generate excess returns for our investors without taking commensurate risks.

Drew's Views

Sports

Conversation with Dr. Daniel Crosby on his Standard Deviations Podcast

How Did This Even Happen?

The Hot-Hand Fallacy Fallacy Fallacy?

A Different Game?

Finance

Prediction, Publicity, and Paul the Octopus

Stay in the Game

James Harden and Alpha

Debiasing and Alpha

Horses and Stocks

Bill Sharpe and Hank Aaron

Rick Barry and Lewis Carroll

Topics

Navigations

Disclaimers

How to get in Touch

Subscribe to Drew's Views

X