The Importance of Flexibility in the Markets

A lot of hedge funds have just learned that you can take the ETF, SPY effectively buy 100 better companies from what can return on equity standpoint. That's really worked quite well over the last decade and that these people have produced decent returns. And I don't think that works in this environment today. For me, the investing side of it is the priority and if the returns are good, I tend to think investors find me.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app