The Alternative Investment Podcast The Keys To Repeatable Alpha, With Chris Carsley (Episode 127)
Apr 11, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 3min
The Importance of Trust in a Trade
02:34 • 2min
The Culture of Hedge Funds
04:51 • 2min
The Mentality of a Hedge Fund Manager
07:05 • 2min
The Life of a Hedge Fund Trader
09:05 • 3min
How to Short and Create Alpha Consistently
12:07 • 2min
The Magic Word: Repeatable or Consistent Alpha Generation
13:44 • 2min
Lessons Learned From Kirkland Capital Group's Coach
15:55 • 2min
The Golden Rule for Entrepreneurs: Never Compete With Amazon
17:51 • 2min
How to Invest in a Fund
20:00 • 3min
How to Find Inefficiency and Edge
23:07 • 2min
The Importance of Adaptation in Real Estate
24:48 • 2min
How to Build a Micro Balanced Fund
27:06 • 3min
The Life Cycle of Private Debt
29:56 • 2min
The Supply and Demand Mismatch in the Micro Balance Space
32:20 • 2min
How to Scale a Private Credit Fund
33:55 • 2min
The Impact of CMBS on Private Debt
36:15 • 2min
How to Get Stabilized in 12 Months
38:04 • 2min
The Importance of Being Open With Borrowers
40:10 • 4min
Kirkland Income Fund: A Long Term Investment Strategy
43:58 • 3min
Kirkland Capital Group: A Family Office and High Net Worth Investor's Perspective
46:49 • 2min