Long Story Short

Alpha That Makes a Difference; 2022 in Review and a 2023 Outlook with Luke Ellis, CEO

Dec 21, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Is the Fed Backing Off Rate Rises?
03:27 • 3min
3
Is the S&P 3,000 a Good Range?
06:00 • 5min
4
Active Management
11:07 • 3min
5
Is There a Dead Universe Long Short or Equity Long Short?
13:40 • 4min
6
Two Year Notes at Eight and a Quarter Percent?
17:13 • 2min
7
Is the UK Pension Crisis a Fat Tale?
19:14 • 6min
8
Is This UK Guilt Crisis a Lehman Moment?
25:13 • 2min
9
FDX Isn't Going to Buy Goldman Sachs, Right?
26:47 • 3min
10
Is Illiquidity the Game Up for Private Markets?
30:14 • 5min
11
Do Quants Will Take Over Private Markets?
35:29 • 4min
12
Platforms in the Hedge Fund Business
39:01 • 4min
13
Are the End Savers the Only Ones Who Take Actual Risk?
43:11 • 4min
14
Hedge Funds Unionize - Is That a Competitive Advantage?
47:24 • 4min