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liquid assets

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement May 20, 2019 by Tim Recker · across every show →

Everything said about liquid assets, oldest first

May 20, 2019 positive
Insight
Recker: Secondaries enable selling privates in downturns to buy cheap liquid assets
“So I think during a downturn, yes, they'll trade at a greater discount than they trade today, but actually think that because a lot of those buyers, their only job is to buy privates. They don't really care what's going on in the rest of the world. And so you …”
Tim Recker May 20, 2019 ▶ 59:42 Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
Jul 7, 2022 neutral
Disclosure
Bozman: Liquid crypto assets comprise 10% to 20% of Lattice's investments
“And so for the, call it, 10 to 20% of investments we make when we're buying liquid assets, that looks a lot more analytical and research-driven.”
Regan Bozman Jul 7, 2022 ▶ 25:52 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Mar 14, 2024 neutral
Assertion Supported
Freno: Insurance balance sheets remain predominantly liquid despite private asset growth
“Despite how much the exposure, I will say, on an insurance company's balance sheet to private assets, it's still largely liquid assets.”
Mike Freno Mar 14, 2024 ▶ 29:20 Mike Freno – Confident Humility at Barings (EP.374)
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