Capital Allocators – Inside the Institutional Investment Industry cover image

Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

Navigating Investment Dynamics

In this chapter, the speaker reflects on their journey of establishing One River and the insights gained from clients regarding traditional hedge fund limitations. They discuss the evolution of investment strategies, focusing on long volatility and risk management amidst volatile market conditions. The chapter highlights the challenges of constructing portfolios in a low-interest environment and speculates on the future of investment amidst shifting economic dynamics.

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