Bill Mann

What Bill Mann has said on podcasts

19 statements

1. on Momentum investingPositiveSep 21, 2026· Animal Spirits Podcast

   Momentum tracks behavioral anomalies associated with currently successful market segments.

   “what momentum is functionally is. is a way of tracking those behavioral anomalies of what is working in the market.”

   Listen at 4:34

   Open the episode · Talk Your Book: Price Is the Ultimate Factor
2. on Momentum allocationPositiveSep 21, 2026· Animal Spirits Podcast

   Investors should allocate part of portfolios to currently working assets within limits.

   “why are you not allocating a component of your portfolio to the things that are working within reason?”

   Listen at 5:41

   Open the episode · Talk Your Book: Price Is the Ultimate Factor
3. on High-quality companiesPositiveSep 21, 2026· Animal Spirits Podcast

   Maintaining exposure to preferred high-quality companies should pay off over time.

   “we are invested at all times in the types of companies that we would like to be invested in. And so if you get that right over time, that should pay off.”

   Listen at 7:15

   Open the episode · Talk Your Book: Price Is the Ultimate Factor

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Sep 21, 2026Momentum investing tests AI-era market herdingAnimal Spirits PodcastSep 21, 2026Guest