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.
Marathon Partners Equity Management, the equity long/short hedge fund founded in 1997, added 8.03% in the second quarter of 2021. Q2 2021 hedge fund letters, conferences and more According to a copy of the hedge fund's second-quarter investor update, which ValueWalk has been able to review, the firm returned 3.24% net in April, 0.12% in 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
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