portfolio managers
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 9, 2020 by Bethany McLean · across every show →
Everything said about portfolio managers, oldest first
Jun 9, 2020
McLean: Corporate management and long investors are as biased as short sellers
“Company management is biased. The analyst who has a buy rating on the stock is biased if for no other reason than confirmation bias, right? And portfolio managers who own the stock are biased, and so yes, a short seller is biased too, but everyone is.”
Jul 7, 2026 positive
Valiante: Rebuilding confidence in slumps requires stacking small wins
“And so step one for anybody in crisis, honestly, whether it's a golfer, PM, people in private markets, venture capital firms, and it's what you said, alluded to earlier, runners, it's like, let's start finding small wins. Things that we know we can, and then c…”
Jul 7, 2026 negative
Valiante: Fear distorts market perception and undermines risk-taking ability
“When we lose our confidence, we see the market as a place of threat. Everything is dangerous. Landmines everywhere. And so you come off your ability to take any risk, because all you see is danger, and so that's why you have to protect your confidence. Why is …”