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14 results for “contrarian strategy”
...investing strategy? Peter always says Peter Thiel says, you know, it's okay to be contrarian, but you've gotta be contrarian and right. Being contrarian for contrarian's sake is probably not a good path to take, but people have labeled me or claimed
4:30 / 5:30
from transcript4:30 – 5:30
...contrarian unless you're a big enough fund that you can just push that thing into success, like maybe a founder's fund. But, the rest of us, you know, don't don't manage billions and billions of dollars, and so there has to be some level of consensus
15:43 / 16:49
from transcript15:43 – 16:49
...not too contrarian unless you're a big enough fund that you can just push that thing into success, like maybe a founder's fund. But, the rest of us, you know, don't don't manage billions and billions of dollars, and so there has to be some level of c
15:01 / 16:05
from transcript15:01 – 16:05
...that strategy. They somehow find something to do all the time everywhere in the world. And so one of my deeply held convictions and when I look at the managers who I identify the most with over my career, they all make money in very different ways, b
26:11 / 27:16
from transcript26:11 – 27:16
...And as contrarians, what we like to do is to pick things that were sort of off consensus, not loved. One of my favorite expressions I used to say to my team was, what would make you really uncomfortable to recommend in front of the investment committ
19:25 / 20:33
from transcript19:25 – 20:33
This type of strategy, how do you think about the various environments this would do best, this would do worst? Is it pretty similar to, like, a normal trend strategy, or has it got some quirks to it? It does worse and best, and it has different wors
19:30 / 20:40
from transcript19:30 – 20:40
...strategy, which is 110 markets. There's a little bit of overlap, so roughly speaking, I think we have 153 markets, 154 markets that we trade across those trend following strategies, and we've tried to find markets that are as lowly correlated as poss
18:02 / 19:07
from transcript18:02 – 19:07
...to talk to clients, what is the strategy as you describe it?
11:55 / 13:06
from transcript11:55 – 13:06
...be contrarian for contrarian's sake. If somebody's coming to you and they have a really good argument, they can talk me out of things for sure. Maybe it's something that I didn't see. But sometimes I weigh that piece of advice, and I'm like, I still
28:24 / 29:31
from transcript28:24 – 29:31
...strategy? There are all sorts of different strategies that people use to try to attempt to be long vol. We have a very purist approach, and when I'm purist, I mean, we only ever are long vol. We never are short vol. And the reason for that is over my
15:38 / 16:59
from transcript15:38 – 16:59
firms with track recorders and crazy brands and everything? It's to do literally the opposite of that. Right? To be the most open, the most nonproprietary investor on planet Earth, where I'm externalizing all the things that you're normally buying fr
1:13:28 / 1:14:30
from transcript1:13:28 – 1:14:30
multi security bets, and they are putting on exactly the right set of trades to achieve the risk and exposure that the system wants them to have. And who is on the other side of those trades? It's panic sellers. It's dentists. It's hedge funds who do
1:48:42 / 1:49:46
from transcript1:48:42 – 1:49:46
...consensus is right, but it's important to me to be contrarian.
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from transcript0:00 – 0:58
...but there are just certain strategies out there that they're good one or two out of ten years. And the rest of the time, they're not to be trifled with. But when you say to someone, hey. You're a dedicated manager in that strategy. They somehow find
25:28 / 26:41
from transcript25:28 – 26:41
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