Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
The Meb Faber Show - Better Investing
The Future of Hedge Funds
I think investors will increasingly be in addition to have to demand alpha. Price taking should be really a business service provided for at a cost plus, whether that's inequities or debt and anything else. On the other side, you will see able capital providers with increasing levels of nimbleness beyond the other end but you're going to have to prove it.
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