Vol twitter is fantastic because there is so much drama and noise and fury over which pet theory is right, and then you look up the 10y returns of the biggest, noisiest accounts and the only appropriate response is “....eh”

The entire premise of long vol funds is that they improve geometric return of a stock portfolio, but I took the returns of two of the big vol accounts, computed the optimal allocation to them to maximise long term geometric return, and the answer in both cases was 0%

There should be 4-5 accounts max on voltwit and they should all be @bennpeifert (stolen from the dms!)