Some thoughts on Nassim Taleb and risk

By 'safe' Taleb means cash / T-bills, not all-weather / permanent-portfolio.
I think people wrongly infer this because he did something similar in his hedge fund Empirica. But there he had clients and couldn't take much mark to market risk. Especially because they were already bleeding daily from the 10% risk in options. I doubt Taleb puts 90% of his money in T-Bills and thinks it's all safe, especially given how much he criticized Bernanke for QE
 
He has you all talking about him. That is alone huge success.
No one's saying he's not successful, I think he actually has a lot of good points and I read most of what he writes. That doesn't make is rock throwing and chest thumping any less childish, unnecessary, and tiresome. You also might want to adjust your definition of success, most people don't share it.
 
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