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capital flows

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Nov 26, 2018 by Mark Baumgartner · across every show →

Everything said about capital flows, oldest first

Nov 26, 2018 negative
Insight
Baumgartner: Inflows to investment strategies simultaneously lower returns and increase risk
“I do think that edge goes away, and people figure things out, and money piles into strategies, and when capital flows in anywhere, it wrecks. Not just future returns, but the risks go up as well. So getting dinged twice, you're getting a lower expected return,…”
Mark Baumgartner Nov 26, 2018 ▶ 34:49 Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
Dec 14, 2023 neutral
Insight
Haugaard: Capital Flows Into Emerging Markets Revolve Around Self-Fulfilling Expectations
“Financial markets are very powerful. Expectations can be self-fulfilling, and if you make the good policy choices, you can have a slow and steady catching up, and if you don't, it will be a bumpy ride, and you can have capital flows coming in and out in a very…”
Thomas Haugaard Dec 14, 2023 ▶ 4:30 Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
Jan 22, 2026 bearish
Opinion
U.S. hegemony as the primary global capital magnet is over
“A target-rich environment promoted by the fact that U.S. Hegemony in terms of being a magnet for capital is over.”
Nick Rohatyn Jan 22, 2026 ▶ 17:08 Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
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