Market Neutral Returns

Feb 28, 2023

42:35

Highlights

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Episode notes

The Market Neutral Strategy of a Hedge Fund

Introduction

2min

The Value School of Buy Low Sell High

4min

The Market Neutral Strategy of a Hedge Fund

3min

What's the Difference Between a SaaS and a Dot Com Market?

4min

The Wind Is Your Face

2min

The Cycle of Being Smart and Being as Dumb as a Brick

2min

Is the Tendency Ever So Strong That You Must Have Facing the Short Side?

2min

How to Keep Your LPs on the Same Pages

5min

The Labor Market Is Still Tight, Ladies and Gentlemen

4min

10.

Is There a Tight Correlation Between the Arc ETF and Interest Rates?

1min

11.

The Chicago Fed Issue - The Chicago National Financial Conditions Index

5min

12.

The Mattress Industry Is in a Mattress Depression

4min

13.

Short Selling and Investors - Which Is the Less Stable Line of Business?

5min

With special guest, Jeremy Mindich, co-founder and managing partner of Scopia Capital Management.

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