risk management

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →

Everything said about risk management, oldest first

Oct 22, 2025
Insight
Sundheim: Managing risk after a position moves destroys capital
“Risk management cannot happen after the fact. Like, anything you do after the fact is not risk management. It's actually just destroying capital. Risk management has to happen before the fact. Meaning, like, you size these positions so that, like, When it goes…”
Dan Sundheim Oct 22, 2025 ▶ 32:52 Dan Sundheim of D1 Capital on the art of public market investing
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