This week on our Masters in Business interview, we speak with David Rosenberg, currently Chief Economist/Strategist at Gluskin Sheff, formerly Chief Economist at Merrill Lynch.
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.
A decade ago, no one talked about tail risk hedge funds, which were a minuscule niche of the market. However, today many large investors, including pension funds and other institutions, have mandates that require the inclusion of tail risk protection. In a recent interview with ValueWalk, Kris Sidial of tail risk fund Ambrus Group, 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
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