A 'lattice work' of mental models (PE ratios, flow analysis, passive/active dynamics) applied across entire balance sheet and multiple asset classes creates a foundation for understanding complex market behavior better than any single framework.
normativepending
Speaker
Justin CarboniEvidence Quote
“we want to be doing having this uh this lattice work of these things connected for ourselves to go how else can we apply them”
Source
Passive Investing Has Had a Major Impact on the Market: Here is What It Means for Your Portfolio— Excess ReturnsCreated: 8/11/2026, 7:09:04 AM
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