Mark Sullivan

person on 1 show · 2 statements across 1 episodes

Capital Allocators

On the record as a speaker too: Mark Sullivan across every show, appearances and statements → this page counts the times other people say the name.

2 statements about Mark Sullivan, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated
Sullivan: US-China tensions will worsen market beta but enrich alpha opportunities
“The changing relationship between some of the bigger countries like the U S and China and with the new administration coming in, we think many of those themes will be supercharged and again, result in a higher volatility And I think more challenging returns fo…”
Mark Sullivan Jan 16, 2025 ▶ 44:08 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
Sullivan: Global trade, capital, and labor mobility are reversing in new regime
“We're of the viewer living through a regime change, and that many of the characteristics that characterize the last 30 years or so, things like free movement of capital, free movement of labor, increasing global trade, that actually all these things are likely…”
Mark Sullivan Jan 16, 2025 ▶ 42:33 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

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