Mark Baumgartner
person on 1 show · 8 statements across 2 episodes
On the record as a speaker too: Mark Baumgartner across every show, appearances and statements → this page counts the times other people say the name.
8 statements about Mark Baumgartner, every show
Baumgartner: Travel and airline strategies offer double their pre-crisis expected return
“There are opportunities, especially in travel and leisure sector. It's been very, very affected. And in airlines, I There are some interesting strategies that probably have double the expected return that they had back in February, possibly double the expected…”
Baumgartner: Stress in private credit and high yield creates liquidity-provider opportunities
“Obviously with spreads blowing out the way they have opportunities in private credit, distressed, high yield are interesting. And there's enough stress that looks like it's been created in that market to make it attractive for liquidity providers. Wouldn't say…”
Baumgartner: Institute for Advanced Study has liquidity to deploy in crisis
“We're fortunate through some luck and some planning to come in with a reasonable liquidity position, and so we're here to the ground to look for ways of putting that to work.”
Baumgartner: Form independent views before consulting outside experts in a crisis
“If you get started too soon on talking with others without thinking yourself, I think it's hard to utilize that information, so put the stake in the ground, spend the time to really get a sense of what's going on, and by the way, you can be useful to folks if …”
Baumgartner: Bridgewater is primary source for macroeconomic framework
“Obviously Bridgewater is source number one for me and the way the economic machine works and the way we think about things.”
Baumgartner: Military OODA Loop Framework Applies to Crisis Allocation
“A way of approaching that is with an OODA loop, and that's an acronym for Observe, Orient, Decide, and Act. It's from the Air Force, Colonel John Boyd. He designed it as a framework for pilots who were facing dogfights, and so you can use both of those as anal…”
Baumgartner: Ford Foundation shifted $8B of $10B into new strategies post-2008
“And then what we did over the next five years was to shift that portfolio more toward an endowment like portfolio. We built out the investment team there. We shifted probably eight of the ten billion at that point into different strategies or different manager…”