Bill Spitz

7 statements across 1 episodes · 1 bullish · 5 bearish · 1 people on the record · first statement Jan 22, 2018 by Bill Spitz · said 1 times in 1 episodes since 2018 · across every show →

On the record as a speaker too: Bill Spitz's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

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2018 1 mention in 1 episode

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Everything said about Bill Spitz, oldest first

Jan 22, 2018 bearish
Prediction Held up
Spitz: Management fees in non-traditional categories will continue coming down
“I also think that fees will continue to come down in some of the non-traditional categories, but nevertheless,”
Bill Spitz Jan 22, 2018 ▶ 42:15 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jan 22, 2018 bearish
Opinion
Spitz: Big macro hedge funds have delivered underwhelming returns for years
“Well, and regardless of what you think, for example, of the macro managers, most of them have not gotten it right for a number of years now, so I'm not entirely convinced that that provides a lot of value added. Yes, you need to be aware of what's going on in …”
Bill Spitz Jan 22, 2018 ▶ 35:56 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jan 22, 2018 negative
Insight
Spitz: Firing top managers during cyclical underperformance usually fails
“I think the point is that the best people in this business underperform for significant periods, and if you pull the trigger in those periods, it's probably not going to work.”
Bill Spitz Jan 22, 2018 ▶ 34:18 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jan 22, 2018 negative
Insight
Spitz: Asset Management Firm Acquisitions Are Almost an Automatic Exit Signal
“When firms sell, that's not an automatic red light, but it's close to it, because people who are hungry, who are Excited about being in the game, and they've recently made a stack of money, and now they're going to cruise.”
Bill Spitz Jan 22, 2018 ▶ 33:19 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jan 22, 2018 bullish
Opinion
Spitz: International stocks are significantly more attractive than U.S. equities
“One thing I would say is, at least from the valuation work that we do, we think the international stocks are a good bit more attractive than U.S. Stocks, so you can obviously do that on a relatively low cost basis as well.”
Bill Spitz Jan 22, 2018 ▶ 42:28 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jan 22, 2018
Assertion Supported
Bill Spitz Was the Top U.S. Male Amateur Ballroom Dancer in 2015
“In 2015, I was the top Student in the country. Top male amateur ball dancer in the country.”
Bill Spitz Jan 22, 2018 ▶ 48:42 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Jan 22, 2018 negative
Insight
Bill Spitz: Historical Track Records Have Virtually No Predictive Value
“Well, first of all, I'd say my favorite way not to do it is by looking at track records and long believed that track records have virtually no predictive ability.”
Bill Spitz Jan 22, 2018 ▶ 29:12 Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
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