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capital

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Dec 3, 2018 by Tom Bushey · across every show →

Everything said about capital, oldest first

Dec 3, 2018 neutral
Insight
Bushey: Fund business risk stems from misaligned capital, not AUM size
“It's not necessarily size that's ever a part of the business risk. I think it's, if you have mismatch of expectations and your capital, that is what really creates business risk. It doesn't matter if you're five billion or ten billion or fifty billion or fifty…”
Tom Bushey Dec 3, 2018 ▶ 46:35 Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
May 13, 2019 neutral
Insight
Mauboussin: Arbitrageurs often lack capital during the most attractive opportunities
“It is often the case when some of the arbitrage opportunities are among the most attractive, the arbitrageurs don't show up. And the main reason they don't show up is because they don't have access to capital.”
Michael Mauboussin May 13, 2019 ▶ 39:00 Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
Jun 1, 2020 positive
Insight
Futch: Biopharma Companies Now Value Deal Certainty Over Lowest Capital Cost
“What seems to be very clear already is that companies are valuing cash, access to capital, certainty of close, and it's not just about lowest cost of capital. If you went back a year or two years for sure, and the more credit oriented type deals in our market,…”
Clark Futch Jun 1, 2020 ▶ 56:27 Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)
Mar 10, 2022 negative
Assertion Supported
US shale companies destroyed roughly $300 billion in capital before 2017
“I think in the 10 years to 20 17, Ted, when I looked it up, US shale companies blew through about three hundred billion of capital.”
James Aitken Mar 10, 2022 ▶ 21:58 James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
Mar 20, 2023 bullish
Opinion
Extended regulatory wait times signal substantial sidelined capital eyeing compliance carbon markets
“In some of these markets, there's actually extended wait periods in order to get access to the market to us. That's another sign that there's lots of capital waiting to get into these markets.”
Colin Campbell Mar 20, 2023 ▶ 56:28 Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
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