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Rennick Palley, founder of Stratos, discusses how he built four top-decile crypto funds by developing a disciplined, mathematically grounded approach to portfolio construction and investing in crypto with a focus on fundamentals, strategic allocation, and understanding the evolving market dynamics.
Andrew Brenton discusses market inefficiencies, his investment theses on Floor & Decor and Kinsale Capital, and the importance of long-term, value-focused investing in a conversation that explores how patient investors can capitalize on market mispricing.
Cliff Asness discusses how markets have become less efficient over the past decade, exploring reasons like the rise of passive investing, social media's impact on crowd behavior, and the increasing presence of retail investors trading based on momentum rather than fundamentals.
Sid Malhotra discusses his journey from Citadel to becoming a CIO at Cactus Capital, sharing insights on long-term investing, absolute return strategies, preparing for market corrections, and the unique advantages of single family offices.