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Saint Patrick's Day Show
The Compound and Friends
Is There Still Too Many Active Managers?
I'm like, genuinely rooting for these poor active managers that keep on forme. And what in the world is it? Because nobody owned enough tesla in 21. What were the stocks that killed you if you were active last year and you didn't own tesla? Was deafnly one that was at was brutal, because a lot of guys were. It wasn't even in the bench. Mork therighter, that's the problem. I mean, i don't manage long only money. You have to figure out how to blend not just your fundamental views, but where the actual flows going, all these sub sector things. It's really, really tricky.
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