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 22 23 24 25
Introduction
00:00 • 2min
Hedge Funds
02:17 • 4min
The Golden Age of Hedge Funds
05:58 • 4min
The Buffet Partnership and the Two and 20 Fee Structure
09:35 • 4min
Hedge Funds - Is There Pressure on Fees?
13:47 • 2min
Hedge Funds - What Are Liquid Alts?
15:40 • 5min
Hedge Fund Strategies That Work Best in Liquid Products
20:48 • 3min
Replicating a Single Stock Hedge Fund Strategy
23:30 • 4min
Managed Futures Strategy
27:07 • 2min
The Investing Community Had All These Bets Tiered to the Regime
29:36 • 2min
Is It the Biggest Trades?
31:29 • 3min
The Kalman Filter
34:07 • 2min
The Greatest Challenge in the Wealth Management World Is Focus on Model Portfolios
35:52 • 2min
Corey Hosting's Return Stacking Idea Is Really Interesting
37:48 • 4min
Managed Futures
41:51 • 4min
What Are Some of the Red Flags in a Liquid Alts Product?
45:43 • 3min
The Long Short Strategy
48:39 • 2min
Investing in a Large Pool of Funds
50:38 • 2min
The Most Popular Hedge Funds Positions Going Into COVID
52:30 • 4min
Hedge Funds - What Are They Doing Right Now?
56:46 • 2min
Hedge Fund Strategies That Work Well in a Liquid Vehicle Like an ETF
59:10 • 2min
What's Your View on Quantitative Value Investing?
01:00:46 • 2min
Value Investing
01:02:45 • 6min
Buffett's Value Investing Philosophy
01:08:23 • 2min
Is AQR the Quality Factor?
01:10:48 • 4min