Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma
Macro Hive Conversations With Bilal Hafeez
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The Importance of Learning
I think one of the most important things that you want to have in the ecosystem for an investor is, you know, it's made of information. So I would say that learning is the most important thing and that that has driven me personally at the beginning. And in the long term, it's the ability to create alpha on a consistent basis. We had a bit of a spectacular decade in terms of asset returns, but we need to be focused on intellectual curiosity as well as fundamentals.
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