Searching...
7 results for “investor expectations”
...investors will be asking who are the long term winners Yeah. And trying to pay for those immediately. That has really not been the story. I would actually say that's the key pivot that's happened in our conversations with clients over the last few mo
23:51 / 25:08
from transcript23:51 – 25:08
...investors in building customized portfolios. One of these tools is called generated assets. It allows you to turn your ideas into investable indexes. So let's say you're interested in something specific like biotech companies with high r and d spend,
32:50 / 34:08
from transcript32:50 – 34:08
...professional investor like yourself, think about this time of year and and, specifically, what are you looking at now, and and give everyone a a a peek inside? Yeah. No no doubt about it. And, you know, we we've been, I I think, having this conversat
3:42 / 4:58
from transcript3:42 – 4:58
...investor. You have to have an imagination to believe. Right? Just like when Google was investing gobs in early two thousands, or when Amazon was investing gobs in 08/09/2010 in AWS, you have to believe that there is a pot of gold at the end of this r
20:13 / 21:22
from transcript20:13 – 21:22
into the CapEx that's powering all this innovation. So that's very healthy. It's not junk bond speculators or thin margin telecom companies that are levering up the wazoo with retail money to fund this wave of innovation. It's really profitable compa
48:44 / 49:52
from transcript48:44 – 49:52
you have more data. You can refine risk better, and you can have more flexibility, particularly if you're looking at environments where you don't think the asset class betas get you to your spending needs. What will be top of mind for allocators and
23:57 / 25:10
from transcript23:57 – 25:10
...know that as investors, as employees, as management team members, we can have dinner conversations, but I'm not sure there's much we should change. And I guess we all got caught around December 2021 where 90% of tech thought this was gonna last
36:43 / 38:00
from transcript36:43 – 38:00
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.