Via Barry Ritholtz
Rosie describes how his role as an economist and strategist shifted dramatically once he moved from the Sell Side (as Brokerages are called) to the Buy Side (asset managers, mutual funds, etc.) It required a radical rethink of how he thought about both risk and what one should do when you discover you are wrong.
Pros And Cons Of Tail Risk Funds
Editor’s note: This article is part of a series ValueWalk is doing on tail risk hedge funds. The series is based on over a month of research and discussions with over a dozen experts in the field. All the content will be first available to our premium subscribers and some will be released at a Read More
If you listen to the podcast portion, you can hear Rosie and I goofing around, as we are joined by economist Richard Yamarone. We have some fun.
Masters In Business: David Rosenberg, Gluskin Sheff, Merrill Lynch
Listen to the show live on Bloomberg Radio at 10am and 6pm and throughout the weekend. The full podcast is available on iTunes, SoundCloud and on Bloomberg. Earlier podcasts can be found on iTunes and at BloombergView.com.