geography
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 13, 2025 by John Graham · across every show →
Everything said about geography, oldest first
Oct 13, 2025
Institutional Investors Destroy Capabilities by Killing Programs During Cyclical Downturns
“Every asset class will have its moment in the sun. Every geography will have its moment in the sun. It'll also have its moment in the shade, and you can't kill a program every time it goes into the shade, or you won't have anything after so many years.”