🎙 Why Most Equity Returns Come From Just a Handful of Stocks Episode 010 of Turtle Talk is live, featuring Cole Wilcox (@ColeWilcoxCIO) of Longboard Asset Management alongside Jerry Parker and Rich Brennan. We explore why indices dilute trend signals, how stock-level trend following captures long-duration outliers, and why robust, systematic processes matter when markets produce moves no backtest prepared us for. The conversation spans classic trend dispersion, recent sharp reversals across metals and livestock, and the structural forces that drive real compounding over time. 👉 Listen here: #TrendFollowing

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