Forced Patience (guests: Andy Constan, Paul Schulte)
The Market Huddle
The Failure of Portfolio Insurance
i spent the next eight weeks with that team behind me, standing over my shoulder as i crunched spread sheets. It turned out to be both golman sax and solomon had a significant number of clients pursuing what was called portfolio insurance. And so we were able to identify exactly who was pursuing the failed portfolio insurance strategy. That is a fascinating story. Why don't you tell people a little bit about that strategy?
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