Top Traders Unplugged

ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton

Feb 23, 2022
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Episode notes
1
Introduction
00:00 • 4min
2
The Markets Are in an Odd Place
04:16 • 2min
3
Are You Managing a Public Pension Plan?
05:56 • 2min
4
Is the Seven % Target Really Realistic?
07:59 • 2min
5
Is There a Sustainable Period of Inflation?
10:07 • 2min
6
Investing in Real Assets
12:25 • 2min
7
Are There Alternatives to a Fixed Income?
14:17 • 2min
8
Are Acid Classes Converging to One?
16:12 • 2min
9
Is Private Credit in Growth or Growth?
17:45 • 2min
10
Private Equity Volatilities
19:43 • 2min
11
Arete Markets Different From What They Used to Be?
21:52 • 2min
12
Is It a Message of Caution and Scepticism?
23:42 • 3min
13
How Do You Evaluate a Manager?
26:15 • 2min
14
Is There a Bias to Systematic?
27:58 • 2min
15
Macro - Should It Be a Part of Your Portfolio?
29:52 • 3min
16
Cryptocurrency
33:15 • 2min
17
The Human Elliptical Embrace
35:40 • 2min
18
The Most Important Thing for Mead
37:27 • 2min
19
Are You Trying to Fill This Bucket This Class?
39:25 • 2min
20
Are You Trying to Get Rid of a Manager?
41:20 • 2min
21
Macro Investing
43:07 • 2min
22
Is It a Good Strategy? Or a Bad Strategy?
44:47 • 2min
23
Investment Due Diligence
47:14 • 2min
24
The Ideal Path to a Successful CIO?
49:38 • 2min
25
How to Be a Better Manager of People
51:25 • 2min
26
Is There a Good Way to Run an Investment Process?
53:50 • 4min
27
Investing in the Unconstrained Portfolio?
57:43 • 1min
28
Are You a CIO in Your Thirties?
59:10 • 2min
29
Tof Traders on Clubs Podcast - Episode 5
01:01:36 • 2min