hedge fund long book

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 1, 2025 by John Khoury · across every show →

Everything said about hedge fund long book, oldest first

Dec 1, 2025
Disclosure
Long Pond's ETF Has About 50% Overlap with Hedge Fund Long Book
“It's about a 50% overlap at any given point in time.”
John Khoury Dec 1, 2025 ▶ 55:30 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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