Richard Grinold

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2020 by Michael Mauboussin · said 2 times in 1 episodes since 2020 · across every show →

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Mar 23, 2020 positive
Insight
Mauboussin: High market return dispersion reveals true active manager skill
“What we have shown is that it's very clear that the standard deviation of alpha is Is greatest following periods of high dispersion. So that's saying that high dispersion allows, the tide goes out, you know, who's wearing a swimsuit. High dispersion, that allo…”
Michael Mauboussin Mar 23, 2020 ▶ 27:24 Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
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