index investing

3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Jul 30, 2018 by Charlie Ellis · across every show →

Everything said about index investing, oldest first

Jul 30, 2018 bearish
Insight
Index funds in China risk blindly tracking irrational retail speculation
“The Chinese market, as anybody who spends any time with it knows, is still dominated by retail investors, prices particularly. So unless you're good at understanding retail investors and how they track past price performance and project future price performanc…”
Charlie Ellis Jul 30, 2018 ▶ 1:00:20 Charley Ellis - Indexing and Its Alternatives (EP.62)
Feb 25, 2019 bearish
Insight
Passive indexing growth makes fundamental hedge fund alpha harder to generate
“If you're halfway there, there's half as many shares being sold into that news event than there used to be. Or, like, way more cynically, there's fewer dumb decisions being made in one part of the world That can be profited on from the other. And at the same t…”
Matt Botein Feb 25, 2019 ▶ 56:58 Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
Oct 10, 2024 negative
Opinion
Gleich: The perception that index equals passive investing is wrong today
“Well, I think this perception that exists that index equals passive is wrong today. It was maybe true 10 or 15 years ago, but the lines of our industry between index investing and passive and active are all blurring.”
Kristof Gleich Oct 10, 2024 ▶ 30:20 Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)
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