Dislocation

topic on 1 show · 3 statements across 3 episodes

Capital Allocators

3 statements about Dislocation, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated

Resnick: Hospitality market dislocation will yield superior returns over two years

“So I think in the next two years, we're going to see more of that.”

Eric Resnick Jun 19, 2023 ▶ 58:58 Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)

CAPITAL ALLOCATORS Assertion Supported

Marshall: Foundations cannot use credit lines to buy market dislocations

“Many of us have credit lines in place to be able to fund the granting parts of the organizations, but you can't use credit lines to lean into a dislocation. For lots of tax reasons. If you think a dislocation is coming, you need to have cash to be able to even…”

Ana Marshall Dec 19, 2022 ▶ 20:38 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

CAPITAL ALLOCATORS Insight

Perold: Alpha Is Found in Market Dislocations and Capital Shortages

“You find alpha most of the time where there are dislocations, where there are capital shortages in the world. You don't find alpha all the time on the corner of Fifth Avenue and 47th. It just doesn't sit there all the time.”

Andre Perold Apr 13, 2017 ▶ 34:35 André Perold – Academic Practitioner (Capital Allocators, EP.02)

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Dislocation

3 statements about Dislocation, every show

Turn any episode into a week of clips.