allocators
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 6, 2025 by Henry Ward · across every show →
Everything said about allocators, oldest first
Aug 6, 2025
Ward: VC is highly volatile due to LIFO allocator behavior
“Venture is very volatile as an asset class because it's the tail end of the whip. It's the last asset class allocators allocate to. So they start with bonds, then they go to public equities, then they'll go to real estate, you know, then they'll go to credit, …”