Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
The Six Tenets of Portfolio Management
02:35 • 4min
Taking the Temperature of the Market
06:06 • 4min
The Difference Between Inferences and Predictions
10:07 • 3min
Using the Enemy's Strength Against Me
12:46 • 2min
Private Equity Is the Solution, Not the Solution
15:04 • 3min
It Is What It Is
17:43 • 2min
The Essence of Investing
20:13 • 3min
What Can We Do About Cycles?
22:52 • 2min
Investing in the Environment
25:08 • 3min
What's Going on Around Us to Day?
28:23 • 3min
The Poor Man's Guide to Market Assessment
31:09 • 4min
Is the Investment Management Market Inefficient?
34:41 • 3min
Investing in Alternative Investments and Hedge Funds
37:22 • 3min
Oak Tree's Memorandum of Understanding
39:54 • 4min