Jonathan Lewinsohn
5 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Aug 5, 2021 by Jonathan Lewinsohn · across every show →
On the record as a speaker too: Jonathan Lewinsohn's record, appearances and statements → this page counts the times other people say the name.
Everything said about Jonathan Lewinsohn, oldest first
Aug 5, 2021
Lewinsohn: Tracking cyclical shifts in company narratives is critical for security selection
“Understanding investing as narrative, not just for the long term about how a company will improve, or how, you know, Amazon will go last mile and transform the way we do things. But actually, within the macroeconomic cycle, how the narrative around a company w…”
Aug 5, 2021 negative
Lewinsohn: Public sentiment polls are completely irrelevant for investment decisions
“And what it really impacted for me is polls are not really relevant. In COVID, for example, we'd get all these polls, oh, people can't wait to return to cruises, or people are not going to go back to the office. I didn't pay attention to it at all.”
Aug 5, 2021 bullish
Aug 5, 2021
Lewinsohn: Credit investors must obsess over downside risk instead of upside return targets
“One, you have to constantly be thinking about the downside protection in what you invest in. So instead of just always looking, a lot of people say, oh, I want to invest in something I can make 20% in. But you have to obsessively say, if the macroeconomic cont…”
Feb 2, 2026 neutral
Lewinsohn: Credit is governed strictly by contract law, not fiduciary duty
“In credit, that doesn't really exist. The way the law has worked is, it's a contract. It's not being analyzed under fiduciary duties law. It's not being analyzed under what the securities laws say about fiduciary duties. It's contract. What does the contract l…”