
Charles McGarraugh
Chief Investment Officer of Altis Partners
Best podcasts with Charles McGarraugh
Ranked by the Snipd community

86 snips
Dec 4, 2023 • 1h 13min
Charles McGarraugh - "Change in the Market is Accelerating" (S7E1)
Charles McGarraugh, CIO of Altis Partners, discusses their investment stack, comprising an upstream signal layer and a downstream strategy layer. They explore the benefits and drawbacks of this design, the operation of the signal layer, the need for adaptiveness in a rapidly changing world, integrating alternative data in market prediction, portfolio construction and risk management, and their fascination with asset duration and expectations formation.