“That’s the ability of taking the mortgage we make, you lever that mortgage, and you get a total return in that range… base rate moved up… cost of debt has compressed”
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Said on Animal Spirits Podcast
“I'm trying to generate 50% annualized returns… the only way that I can achieve that is by taking concentrated levered bets when I have a high degree of conviction”
The Pomp Podcast · How to Spot the Next Big Trade Before Wall Street | Chris Camillo
Play from 22:40
22:40
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What was described
Runs a primary account that aims for 50% annualized returns by taking concentrated, levered bets when conviction is high
target 50% annualized returns; levered up to 100% of account
Said nearby on the same subject
“If the funds has no initial charge, that is attractive even if the annual management charge is high… people will allocate to the one with a better historical return without realizing.”
AE
Alex Edmans
The Rational Reminder Podcast ·
“DTC is 90% of our sales. Retail is 10%. … aim for 50-50 DTC retail.”
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Said on Unit Economics
“You should be worried about high levered names. You're seeing that with things like CoreWeave today”
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Said on Closing Bell
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