Matt Botein
4 statements across 1 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement Feb 25, 2019 by Matt Botein · across every show →
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Everything said about Matt Botein, oldest first
Feb 25, 2019 bearish
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…”
Feb 25, 2019 negative
Pension fund hypothecated art portfolio to satisfy arbitrary board liquidity rule
“I used to encounter at BlackRock, we met a pension fund that had come to us for permission to basically hypothecate their entire art portfolio to Deutsche so that they could get an intraday liquidity facility because their board wanted them to be intraday liqu…”
Feb 25, 2019 bearish
Botein: Distressed and credit strategies face lower expected returns
“If you move a little off the run into distress and credit related investments, there's a lot more money going after those. And just because of where we are in the cycle, a lot less of them. So that supply and demand thing, I think should point to, you're going…”
Feb 25, 2019 bullish
Botein: Personal wealth portfolios should map future consumption to real assets
“I am a believer in real assets. I think as a person, you're ultimately trying to lock in Your and your family's ability to purchase. And so if you kind of break that up into what it is you're planning on purchasing, a lot of it can be mapped to a real asset po…”