Liquid Assets

topic on 2 shows · 4 statements across 4 episodes

Capital Allocators TBPN

4 statements about Liquid Assets, every show

TBPN Insight
Liquid Retail Assets Create Counterproductive Distractions for Early-Career Professionals
“One big problem with liquid assets is they command a lot of attention, right? When you have your Robin Hood or your Coinbase or your whatever kind of going up and down on a day to day basis, there's this idea that you should sort of fixate on it and like try t…”
Jordi Hays Nov 23, 2024 ▶ 1:45:32 FACT CHECKERS vs. tech article (ep14)
CAPITAL ALLOCATORS Assertion Supported
Freno: Insurance balance sheets remain predominantly liquid despite private asset growth
“Despite how much the exposure, I will say, on an insurance company's balance sheet to private assets, it's still largely liquid assets.”
Mike Freno Mar 14, 2024 ▶ 29:20 Mike Freno – Confident Humility at Barings (EP.374)
Bozman: Liquid crypto assets comprise 10% to 20% of Lattice's investments
“And so for the, call it, 10 to 20% of investments we make when we're buying liquid assets, that looks a lot more analytical and research-driven.”
Regan Bozman Jul 7, 2022 ▶ 25:52 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Recker: Secondaries enable selling privates in downturns to buy cheap liquid assets
“So I think during a downturn, yes, they'll trade at a greater discount than they trade today, but actually think that because a lot of those buyers, their only job is to buy privates. They don't really care what's going on in the rest of the world. And so you …”
Tim Recker May 20, 2019 ▶ 59:42 Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)

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