Recker: Knock-On Crisis Contagion Can Damage High-Quality Liquid Asset Prices
Tim Recker · Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100) · May 20, 2019 · at 1:05:30
Tim Recker, CIO of the James Irvine Foundation, discusses portfolio risk management and liquidity preparedness for severe market disruptions.
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“I'm very worried about the knock-on effects on things where, just like we felt in the last crisis, where just because something was a high-quality asset that was liquid, the price was more damaged than we anticipated. That could affect some of our assumptions.”
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