Comments
-
AGthis is total rhetoric, this guys has Zero returns at best
-
myreasonable.
-
MMVery solid thinking in my view. I totally agree with the long term risk vs opportunity and reserved or backed up by a little GOLD!
-
IFDisrespectful trolls. This guy has heard every fund manager's sales pitch in the world, and can see through all the bullshit. He could no doubt run his own fund, but that isnt the point of this video.
-
RGWow, snooze fest. Do I have this correct? He's essentially a manager of managers. Come over to my shop son, let me show you how risk management is done
-
AENo such thing as 5 std. devs? So what was 1929? or the 70's? 1987? 2001? LTCM? Hitler....no such thing! Hahahahaha.
-
SDAn interesting exposition on the challenges of running an endowment. However, the black clothes and black background meant this guy was reduced to a floating head! distracting.
-
ssBlah..
-
AGVery good talk, concise interviewee.
-
RASuch a difference listening to institutional money managers (generally boring) Vs smart money (generally interesting). Both drive markets .. so we may as well listen to the former
-
GHInteresting interview arc... 1) First few minutes, thought potential dud, 2) starting getting better with short v long term view, 3) was really positively surprised by out of money SPY puts & gold...
-
LCThanks R TV for the insight into an institutional investor who collectively with others of their kind move markets.
-
CDZzzzzzzzzzzzz
-
CHNot much for me here. These portfolio managers seem to speak in generalities and consultant speak. My 2cents. He says he is confused, so then I hope he is subscribing to RVTV! I wonder sometimes :)
-
Fbeing on an endowment committee found it helpful
-
LPReally good interview. Clear-headed and rational though process. The put options and gold strategy seems to be a good option as a hedge, even for individual investors.
-
ELThanks David for sharing your views on central banks impact on financial markets. And how those views direct your investment strategy. Your thoughts give support and confirmation to my ideas.
-
MSNice presentation. Not totally applicable to managing my individual portfolio, but still I enjoyed it. The final 3 minutes were the best part.