The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Blitz: Recent flood of private illiquid managers will fail to meet expectations
“Many managers have come out recently to meet this demand, and we just don't think the results collectively are going to be what people want, but they might not really care because the people in the seats making those decisions might change by the time the poor…”
Blitz: Top long/short equity managers face high alpha prospects from ETF flows
“For the 10% who are really good though, we just think that the distortions between individual stock prices and their fundamentals is just going to continue to grow because it's going to be influenced by ETF flows and index flows and things like that, and so fu…”
Blitz: SVB crisis triggered a violent two-year Treasury squeeze via illiquidity
“You saw in March of this year where you had a pretty violent move in the two-year bond, one of the most liquid assets in the world. Many macro managers were positioned in that bond. They had to get out of that position when the Silicon Valley Bank news hit. Mo…”
Blitz: Many bonds inside liquid high-yield ETFs rarely trade daily
“You know, even in the high yield ETF, a large percentage of the high yield bonds comprising that ETF don't even trade Hardly on a day-by-day basis, even though the ETF itself is very, very liquid.”