Totem Macro
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 21, 2024 by Whitney Baker · said 3 times in 1 episodes since 2024 · across every show →
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Mar 21, 2024 bearish
Baker: Passive beta faces weak real returns while active alpha will outperform
“I would say that it's a bad time for beta because we've Really pulled forward a lot of market returns this way, at least in real terms, because we sort of have to inflate the economy into these asset levels. But it's a great time for alpha because since so muc…”