The Compound and Friends cover image

No Recession - Wall Street Economists Flip

The Compound and Friends

00:00

Client Cash Metrics and the Importance of Proper Cash Allocation

This chapter explores the significance of client cash metrics, emphasizing the drawbacks of holding excessive cash with zero returns. It also emphasizes that determining the ideal cash allocation is context-dependent and varies based on individual factors. Additionally, they touch upon the quarterly average trades for the portfolio.

Play episode from 24:56
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app