
Jenny Johnson on Managing a Trillion-Dollar Firm
Masters in Business
How Volatility and Concentration Affect Active Managers
Fixed income is now actually an asset class you want to be in. Volatility is good for active managers because it shows where you have skill. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration. But when you have volatility, that's when you start to see outperformance.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.