“And Goldman itself had owned part of our management company… we had quarterly meetings over that period… trust during that period as well.”
♫
Said on Exchanges
“All of the narratives… have been wrong… just following the trend was probably the right strategy”
Michael Covel's Trend Following · Ep. 1411: Trend Following Thinking with Michael Covel on Trend Following Radio
Play from 26:07
26:07
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What was described
Argues that simple trend-following outperforms complex commodity-super-cycle narratives during VUCA periods
Said nearby on the same subject
“Time kills deals. The longer from start to finish, less likely the deal is to transact... acquirer threw stuff at them during 90-day period to distract and negotiate down price”
♫
Said on Owner To Owner Podcast
“Cash has pretty much outperformed every one of those categories. The only one that outperformed cash by a little bit over the last five years is high yield.”
BE
Bill Egan JP Morgan Strategic Income Opportunities Fund
Animal Spirits Podcast ·
“You can compare yourself against other airlines as to whether it's a relative outperformance or an absolute outperformance.”
♫
Said on Grit in the Boardroom - Executive Interviews on Corporate Governance and Risk Management
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