Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]
Invest Like the Best with Patrick O'Shaughnessy
Is It Too Hard to Invest in Growth Stocks?
People overpay for growth. That's the, that's the, you know, the m o of markets for 50, 60, 70 years. I would argue people shouldn't buy gros stocks. Now, that means you don't get to participate in the most fun names. But hetch funds actully have done two things over time, only one of which we have seen in almost the last decade - manage risk. So i'm not sure this is the right time for people to say, given the pricing of equity in credit markets, to say, hey, we should abandon hedgefon world.
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