We Study Billionaires - The Investor’s Podcast Network

TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich

21 snips
Mar 17, 2023
Guest
Kristof Gleich
In this engaging discussion, Kristof Gleich, President and CIO of Harbor Capital, brings a wealth of experience from Goldman Sachs and JP Morgan. He shares insights on what distinguishes top money managers and the surging popularity of active ETFs. The conversation delves into behavior analytics in investment decisions and the importance of manager selection amid market volatility. Gleich also recounts valuable life lessons from his time with investment legend Bill Gross, highlighting the blend of intuition and analysis essential for successful investing.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Market Sentiment Q1 2023

  • In Q1 2023, "team soft landing" appeared to be winning, driven by a relief rally.
  • Bearish sentiment from October 2022, coupled with new data, fueled optimism, but sticky inflation remains a concern.
INSIGHT

Economy's Resilience

  • The economy's resilience to interest rate hikes is surprising, with strong job growth despite rising rates.
  • This resilience might be due to stronger household balance sheets and lag effects.
INSIGHT

Diverse Manager Insights

  • Working with diverse managers gives Kristof Gleich valuable market insights.
  • Observing managers' actions and subtle shifts in strategy can reveal hidden opportunities.
Get the Snipd Podcast app to discover more snips from this episode
Get the app