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8 results for “pivoting strategy”
Topic3 mentions across episodes
pivoting
...one strategy, it's called risk responders. We use, roughly speaking, in a benign market, 23% of the cash for margin.
14:59 / 16:06
from transcript14:59 – 16:06
...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
They make a decision. If things are liquidating, I'm gonna buy more. And if I think they're liquidating because the fundamental model has changed, I'm the only then gonna sell. Most people have been rewarded for buying on bips. Now I don't look at it
45:45 / 46:52
from transcript45:45 – 46:52
...The multi strategy has grown by a 100,000,000,000, 150,000,000,000. The second thing is the capital structures in this industry have gotten infinitely better. People have five year lockups, three year lockups, four year lockups. So it's not like ever
44:51 / 46:06
from transcript44:51 – 46:06
...my view of the strategy is I I think it's much more of a macro story. And crisis just happens to be a very extreme macro environment, so the strategy is really about
23:14 / 24:26
from transcript23:14 – 24:26
Investment firms are replacing a patchwork of isolated and data order management systems, accounting systems, reporting add ons, and client tools with this fundamentally new operating model, automating complex workflows, scaling personalized client e
31:21 / 32:35
from transcript31:21 – 32:35
...like that because there are so few players left in it.
25:31 / 26:34
from transcript25:31 – 26:34
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