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I found this lengthy interview (with a book plug) to be fascinating and entirely relevant to today’s investing environment. Not sure about the M* paywall for non-subscribers. I definitely saw myself making the same mistakes with my trades and portfolio that he warns about. Very insightful comments on momentum, investor behavior, and costly errors. Pisani also provides info on what he himself owns and says that rarely do the talking heads on the media reveal what they own, despite what they have to say about a stock, a fund, or a strategy. If Pisani’s book reads as well as the interview, I might put it on my Christmas wish list.
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Have a good day, Derf