Is Global Macro Gossip? S03:E06
Pirates of Finance
00:00
Is That the North Star That We're All Competing With?
probalyn: Is something that you and i have talked bout a lot about, publicly, probalyn, more privately, is the podchops. If they have all these uncorrlated strategies, and you at t talk about what's alpha. We're not all competing with them, in my opinion, because 99 % of the mass affluent money will never be able to allicate to those strategies. And it's just like what we're trying to achieve, i think, in the vast majority of the asset management world. Of course we want to provide positive, excess returns, but itis making sure that we're delivering exposures that are beneficial to the end investor over the long
Transcript
Play full episode
