active managers

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 4, 2025 by Josh Wolfe · across every show →

Everything said about active managers, oldest first

Mar 4, 2025 bullish
Prediction Not checkable as stated
Wolfe: Rising capital costs will bring a return to active managers
“I do think that we will see a return to Active managers that are able to discriminate true fundamentals, in part because I think that the cost of capital is just gonna rise and all the funny money of the past 10 years is, is gonna wash out.”
Josh Wolfe Mar 4, 2025 ▶ 43:45 Josh Wolfe: Human Advantage in the World of AI
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