Cyclicality

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Cyclicality, every show

Cyclical strategy downtime causes investors to stretch and make suboptimal decisions
“I think if you have the cyclicality in it, your team may not have as much to do. Number one, that's not great for talent retention, but also number two, that's when people stretch on things. That's when they pursue things that are not optimal related investmen…”
Tony Yoseloff May 8, 2023 ▶ 34:28 Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)

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