liquid markets

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jan 21, 2019 by Ron Biscardi · across every show →

Everything said about liquid markets, oldest first

Jan 21, 2019 bearish
Opinion
Biscardi: Human fundamental analysis rarely generates an edge in liquid markets
“We've never been big on strategies that involve a human doing fundamental analysis and supposedly doing it better than the rest of the world does it. I think in liquid markets, that's an incredibly difficult thing to do, and it's never something that we've rea…”
Ron Biscardi Jan 21, 2019 ▶ 12:14 Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
Jul 7, 2022 bearish
Prediction Not checkable as stated
Bozman: Liquid markets will reject $100M valuations for pre-launch blockchain games
“I don't think the liquid markets will support that. I think a lot of people will lose a lot of money in the short term.”
Regan Bozman Jul 7, 2022 ▶ 42:23 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Nov 4, 2024
Insight
Bessent: Liquid markets are like cards and backgammon, not chess
“The liquid markets game are cards and backgammon. It is luck and how are you going to manage the hand you're dealt?”
Scott Bessent Nov 4, 2024 ▶ 38:18 Scott Bessent - Macro Maven (EP.415)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.