pacing
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 3, 2021 by Steve Moseley · across every show →
Everything said about pacing, oldest first
May 3, 2021 negative
Moseley: Most LPs fail at pacing discipline by accelerating into hot markets
“One of the easiest things to get right for LPs, but still the thing that almost everybody seems to get wrong, is being disciplined about pacing, because there's so many structural mechanisms that push us as limiteds
To increase our pacing in hot markets, to in…”