equity
10 statements across 10 episodes · 1 bullish · 1 bearish · 10 people on the record · first statement Oct 2, 2017 by Ellen Ellison · across every show →
Everything said about equity, oldest first
Oct 2, 2017 neutral
Dec 17, 2018
Fixed income managers are naturally dour; equity managers are perpetually optimistic
“You're going to expect to have more Dour and conservative people and on the fixed income side of things that the world's always ending and everyone's going to default versus the equity guys that think everything's going to go on forever.”
Jul 9, 2020
Mar 15, 2021
Ginns: Crypto projects can reach $500M-$1B liquid value within six months
“And in crypto, the time from early stage to liquid is much shorter than an equity. So you can go from being this embryonic company to Being relevant in liquid crypto in six months and having a five hundred million or billion dollar network value.”
Aug 26, 2021
Rieder: BlackRock lets European credit traders run equity positions when spreads tighten
“If we have somebody in Europe that's trading credit, I'll let them run a piece of equity in their position because there are times where like credit spreads are too tight. And I don't want them to be sitting there doing nothing.”
May 23, 2022
Apr 3, 2023 bearish
Joy: Commercial real estate acts like equity and undercompensates for illiquidity
“I think commercial real estate is closer to equity than sometimes people really realize. So we sold out, when I first arrived, we used to have quite a big allocation to commercial real estate, and I thought, well, why have we got this? It's illiquid. I don't t…”
Oct 2, 2023
Apr 22, 2024 positive
Morehead: Equity distribution across an organization tests manager security
“One of the obvious ways to test that is how widely is equity pushed down in the organization, because secure people will trust the people around them, encourage them. They want smarter people than them sitting next to them. And we'll reward those people, push …”