cyclicality
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 8, 2023 by Tony Yoseloff · across every show →
Everything said about cyclicality, oldest first
May 8, 2023 negative
Cyclical strategy downtime causes investors to stretch and make suboptimal decisions
“I think if you have the cyclicality in it, your team may not have as much to do. Number one, that's not great for talent retention, but also number two, that's when people stretch on things. That's when they pursue things that are not optimal related investmen…”