Decoded with Ryan Pallotta

Steve Cohen’s top lieutenant on training good portfolio managers, reinventing the culture at SAC Capital (the real-life “Billions”) and how hedge funds can create more alpha in volatile markets w/ Perry Boyle

Feb 8, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
How Do You Grow Your Own Talent at SAC Capital?
02:28 • 3min
3
SAC - What's Your Culture Like?
05:12 • 2min
4
Portfolio Managers Aren't Good People Managers
07:41 • 3min
5
Managing a Non Toxic Culture in a Multi Manager Hedge Fund?
11:09 • 2min
6
How Do You Create a Culture That Rewards the Development of People?
12:55 • 3min
7
How Do You Get Better Results From Your Portfolio Manager?
15:37 • 3min
8
Portfolio Manager Mistakes - Over Trading
18:16 • 3min
9
The Secret of a Successful Long Short Portfolio Manager
20:49 • 3min
10
How Can a Portfolio Manager Navigate Getting Alpha?
23:27 • 4min
11
The Arms Race Is Here
27:15 • 2min
12
Credit Card Companies Selling Credit Card Data That They Don't Have the Legal Right to Sell Us
29:21 • 2min
13
Hedge Funds - Are You Always Hedged?
31:21 • 3min
14
How Do You Diversify Your Portfolio?
34:06 • 3min
15
How Can You Apply These Strategies to Other Areas of Life?
37:04 • 3min
16
The Secrets of Steve's Success
40:05 • 2min
17
Boma - I'd Love to Talk About It
42:35 • 3min
18
The Second Mountain Is Not to Play Golf, Right?
45:45 • 2min
19
Taking on the Challenges of the Future
47:53 • 3min
20
How to Run a Small Business in Kenya
50:35 • 3min
21
What More Do You Need From Boma?
53:37 • 3min
22
How Do You Scale a Business to Create Impact?
56:10 • 3min
23
Donate $300 and Change the Life of a Family Permanently
59:15 • 2min
24
Donate $300 and Save the World, Save the Elephants and the Rhino
01:00:54 • 2min
25
Investing in Hedge Funds
01:03:18 • 2min