Hedgeye Podcasts cover image

"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2

Hedgeye Podcasts

00:00

Why the 'Illiquidity Premium' Is Misunderstood

David argues illiquidity isn't the driver; manager skill and selecting top-quartile managers historically justified illiquid allocations.

Play episode from 17:13
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