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Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Capital Allocators – Inside the Institutional Investment Industry
Portfolio Management Philosophy - Risk First - The Downside
People tend to focus much, much more on return than risk. Return is easy to measure. Risk is hard to measure,. even after the fact. The allicator seat tends to be a more salary based, salary plus bonus base seat. And so i think it's hard to know exacly the cause and effect of how you sit in that food chain.
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