Chapter
Capital Allocators in Investment Management
1:46:46 - 1:51:27 (04:41)
The discussion revolves around the effectiveness of capital allocators and the investment strategies that are run by computers.
Clips
The podcast discusses the exceptional qualities of a CEO who is considered one of the best capital allocators of all time and who runs strategies through computer algorithms allocating risk and managing investments.
1:46:46 - 1:49:59 (03:13)
Investment
Summary
The podcast discusses the exceptional qualities of a CEO who is considered one of the best capital allocators of all time and who runs strategies through computer algorithms allocating risk and managing investments. Additionally, some investors are demanding governance and increasing their annual fee and carry.
ChapterCapital Allocators in Investment Management
EpisodeE109: 2022 Bestie Awards Live from Twitter HQ
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The macro investor, known for making large bets and quickly changing his mind, discussed his plan to short the market once a bear market rally occurred and his current positions in long-dated treasuries and commodities.
1:49:59 - 1:51:27 (01:28)
Macro Investor
Summary
The macro investor, known for making large bets and quickly changing his mind, discussed his plan to short the market once a bear market rally occurred and his current positions in long-dated treasuries and commodities.