StarZero All shows Try the podcast clipper →

equity book

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 24, 2018 by Raphael Arndt · across every show →

Everything said about equity book, oldest first

Sep 24, 2018
Assertion Not checkable as stated
Arndt: There Is Not Enough Global Skill to Allocate $45B to Alpha
“Today the equity book is maybe forty-five billion dollars, and we're just not going to find enough skill out there in the world to invest forty-five billion dollars”
Raphael Arndt Sep 24, 2018 ▶ 41:06 Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
Jul 17, 2023 positive
Disclosure
Klarman: Baupost reduced equity exposure and is focusing on catalyst-driven positions
“So while our credit exposure has gone up, our equity exposure has gone down somewhat, and we're trying to focus a greater percentage of the equity book on positions with catalysts.”
Seth Klarman Jul 17, 2023 ▶ 1:11:14 Seth Klarman – Timeless Value Investing (EP.328)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more