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Контент предоставлен Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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#7 A Scotsman and an Englishman
Manage episode 320623530 series 2973097
Контент предоставлен Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Full show notes here.
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Поделиться
Manage episode 320623530 series 2973097
Контент предоставлен Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this interview, Dylan Grice and Rob Crenian discuss how markets work, how “stupid” investors have been winning of late but will not do so for much longer, how quants think, how real alpha will be more difficult to come by, and how this will likely be found not by being smarter but by doing something different; and they explain how they are seeking to preserve wealth with an unconventional investment strategy at Calderwood Capital.
Full show notes here.
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