Equity long short

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 2, 2017 by Ted Seides · across every show →

Everything said about Equity long short, oldest first

May 2, 2017 bearish

Opinion

Seides: Long-short equity hedge funds cannot replicate past success due to crowding

“Equity long short is this sort of existential question, which is, can this succeed in the way it has in the past? That's easy. No, it can't. It's more crowded.”

Ted Seides May 2, 2017 ▶ 29:20 The Bet with Buffett (Capital Allocators, EP.05)

Oct 2, 2023 neutral

Insight

Talent mapping is efficient in equity long/short but inefficient in quants

“It's relatively efficient. I think it depends on the transparency of the strategy. So equity long short, I would say is pretty efficient. There's a lot of teams. They all go to the same conferences. A lot of them know each other. People move around. Analysts m…”

Dmitry Balyasny Oct 2, 2023 ▶ 32:47 Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)

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.

Equity long short

Everything said about Equity long short, oldest first

Turn any episode into a week of clips.