Capital Allocators – Inside the Institutional Investment Industry

Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)

Apr 6, 2020

Eric Peters, Founder and CIO of One River Asset Management, shares his extensive trading journey that began in the Chicago pits. He reveals insights on the shocking fall of Peloton and stresses the importance of risk management in investing. Eric discusses the evolution of investment strategies in today’s volatile market and reflects on how his "Weekend Notes" enhance his engagement with the industry. Balancing work and family life, he emphasizes mentorship's life-changing power.

47:19

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Episode guests

Eric Peters

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Episode notes

Intro

4min

Journey Through Trading: From Pits to Prosperity

10min

The Spectacular Fall of Peloton: Lessons in Risk Management

3min

Navigating Investment Dynamics

26min

The Impact of Weekend Notes on Investment Insights

2min

Balancing Life: Insights on Work and Family

5min

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dispersed email called Weekend Notes, in which he shares macro insights through colorful anecdotes.

Our conversation starts with Eric’s early exposure to trading, macro blow-ups, and the formation and activities of One River. We then turn to the current environment and get his sobering thoughts on what has transpired and what the turmoil will mean for private equity and asset allocation going forward.

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