AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Roxton McNeal - Liability-Driven Investing (S4E11)
Flirting with Models
How Do You Identify When the Right Time to Take Tactical Bets Is?
We play for a tactical. Our fundamental advantage is that we have a long timeframe and we have a lot of real money. And the way we do it is we look for dislocations in the market. We look for mispricings in the market and that's when we will enter the trade. Typically, we wouldn't go in Delta one securities because there's a lot of risk there.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode