trading

6 statements across 6 episodes · 3 bullish · 0 bearish · 6 people on the record · first statement Jul 17, 2017 by Adam Blitz · across every show →

Everything said about trading, oldest first

Jul 17, 2017 positive

Insight

Blitz: The importance of trading and execution is dramatically understated

“I think the, it's so dramatically understated the, you know, how important trading is in any investment strategy, market impact, implementation.”

Adam Blitz Jul 17, 2017 ▶ 31:58 Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)

Nov 4, 2019 positive

Insight

Fitzpatrick: Trading provides a daily, merit-based report card

“Being an investor and being a trader, it felt like every day I would have a report card And you live and die on the merits of the work you did.”

Dawn Fitzpatrick Nov 4, 2019 ▶ 7:34 Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)

Jan 6, 2020 neutral

Assertion Supported

Quantitative Traders Account for 31% of Market Trading

“So, 31% of quant trading today is from quantitative traders, and it's almost like the dumb money has left the table, the poker table, and you're going up against the sophisticated guys.”

Gregory Zuckerman Jan 6, 2020 ▶ 42:34 Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)

Aug 26, 2021

Insight

Rieder: In trading, being right does not matter if the market moves against you

“One thing you learn in in trading is it's not about being right. It's about making money. You could be right. And if everybody thinks you're wrong or everybody thinks you own them all, you're going to lose.”

Rick Rieder Aug 26, 2021 ▶ 17:50 Rick Rieder – BlackRock (Manager Meetings, EP.08)

Dec 2, 2021 neutral

Disclosure

Cook: Sunriver generates alpha from selection and sizing, not tactical trading

“It really showed that we're adding a lot of value in security selection and a large amount of value in Sizing and really not much value in trading at all. Good news was we weren't destroying value in trading, but we weren't adding a lot of value in trading.”

Will Cook Dec 2, 2021 ▶ 43:39 Will Cook - Sunriver Management (Manager Meetings, EP.22)

Oct 2, 2023 positive

Insight

Novice traders should master a narrow risk box before expanding scope

“You just create, like, a very well-defined small box to start, where you just have, like, a few elements to worry about. Only had a small number of trades, a small number of potential trading instruments, small holding periods, You kind of define the types of …”

Dmitry Balyasny Oct 2, 2023 ▶ 9:34 Dmitry Balyasny – Multi-Strategy Platform at BAM (EP.341)

trading

Everything said about trading, oldest first

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