Vague sales rhetoric with little indicative in the way of edge - either w.r.t. alpha or risk mgmt. Last I checked, "know the names" is not an investment strategy for a 40-person credit shop
The predictably petty and ill-informed vitriol in the comments proves they're doing something very right. Nothing outs the failed and miserable trolls quite like young, sharp and wildly successful entrepreneurs. The cynical Peanut Gallery's precisely the type of sloths on the opposite side of the trade making these two disruptors. *Love it!*
Ppl are just hating because they seem like the most stereotypical young Wall Street Ivy League finance guys... but what they are saying is actually all very intelligent. Some ppl also seem to think that "knowing the names" means having contacts on Wall Street when they are actually referring to having a wide knowledge of the various bonds issues and issuers.
Typical “fast money”. All they say is they do some homework, trade in and out super quickly with no commitment to any name. They may be lucky in getting more stuff right than wrong. But this feels like nothing special makes for good tv as hedge fund people don’t usually talk in such frank way publicly.
Well, they took high risk with "speed jn knowledge" mindests it seems to work and as you mentioned huge luck with qualified stuffs probably besides what is wrong with it, when they speak publicly about it? Just curious
also, you can tell the tall guy is the "people guy" or "networking person" in the partnership. The other guy is the numbers, math type guy. Together they will crush Wall Street
And based upon your comment, you clearly did not. But why do you care? The investors entrusting them with $9 billion certainly don't. (Or is it actually just desperation to feel superior while failing to achieve a shred of their success?)
Bieng rich without knowhow doesn't help to maximize their assets just for the start of course they need to hv capitals u can tell Elite business and finance qualifications and they fits well in knowledge and competence together
@@victorblock3421 now, i’m not sure that i can trust your opinion. I guess, i’ll stick with my first impression and let time decide. I’m often right to be honest. See you in 5 years on the same comment, let see if they still exist in 5 years.
Please make a reality show following these guys. Great duo!
Would be great they are really intersting duo's very inspiring high-end qualifications 👍
Great guys with great energy, that is closely knit in forward thinking and a definable edge ,wish them the best in the industry
Great Role-models 👌
The fund has underperformed the s&p by such a wide margin - total outlier years that got them on this show
We’re not Macro traders But we first understand the Macro before moving forward
Really wish they could further elaborate on that, that was fast
@Joshua Braganza
Extremely tight tides
Hopefully they’re working round the clock to figure out the market sector
Super good interview seem like good people, I’ll pass on the fund but fun to watch
there stories are pure optics
¨we know the names¨ Both are charismatic I hope I don´t see them getting raided for running a ponzi scheme
I like their perspective on the upcoming taper tantrum/market correction.
Had me at the Seinfeld reference
Great video - inspiring I hope for the chance to meet them one day
How are they doing now in October 2022?
"Won fantasy baseball contest at age 10". LMAOOOOO
And he's in his 40s, so he was winning fantasy baseball in 1990?
@@tenningale I hear fantasy baseball was also really popular in the 80s
Feels like a marketing piece
13% in credit industry! I smell something fishy.
What do you mean?
Vague sales rhetoric with little indicative in the way of edge - either w.r.t. alpha or risk mgmt. Last I checked, "know the names" is not an investment strategy for a 40-person credit shop
Exactly.
(Now, open a hedge fund and show us how it's *really* done.)
whats their performance update
Weird question but anyone know what kind of shoes the guy on the right is wearing?
Could be On running shoes.
The predictably petty and ill-informed vitriol in the comments proves they're doing something very right.
Nothing outs the failed and miserable trolls quite like young, sharp and wildly successful entrepreneurs.
The cynical Peanut Gallery's precisely the type of sloths on the opposite side of the trade making these two disruptors.
*Love it!*
Ppl are just hating because they seem like the most stereotypical young Wall Street Ivy League finance guys... but what they are saying is actually all very intelligent. Some ppl also seem to think that "knowing the names" means having contacts on Wall Street when they are actually referring to having a wide knowledge of the various bonds issues and issuers.
In hindsight ESG was wrong.
Paid ad
Wouldn’t give them a cent
Why?
Typical “fast money”. All they say is they do some homework, trade in and out super quickly with no commitment to any name. They may be lucky in getting more stuff right than wrong. But this feels like nothing special makes for good tv as hedge fund people don’t usually talk in such frank way publicly.
Well, they took high risk with "speed jn knowledge" mindests it seems to work and as you mentioned huge luck with qualified stuffs probably besides what is wrong with it, when they speak publicly about it? Just curious
aged like milk... guys emulating tiger capital, oof.
??
What do they mean by “know the names”?
I think it means having good knowledge about a lot of bonds/issuers. So they can react quickly when a dislocation in pricing emerges.
Sooo quite. You need an audio engineer
they came from rich family allready
also, you can tell the tall guy is the "people guy" or "networking person" in the partnership.
The other guy is the numbers, math type guy. Together they will crush Wall Street
@@geraldlewinsohn8081 I just based it off the interview and the impression they give off, their mannerisms.
And based upon your comment, you clearly did not.
But why do you care? The investors entrusting them with $9 billion certainly don't.
(Or is it actually just desperation to feel superior while failing to achieve a shred of their success?)
@@AJ-iu6nw Except that the "tall, 'people guy' or 'networking person' " has an *Econ degree* from Duke.
Bieng rich without knowhow doesn't help to maximize their assets just for the start of course they need to hv capitals u can tell Elite business and finance qualifications and they fits well in knowledge and competence together
Great men to follow❤
I'd trust Satan before I trust these characters...
so these guys are basically scalpers
something tells me they're full of bullshiz.
Something tells me you're jealous and angry at the good lives they lead.
@@victorblock3421 something tells me you two hahahahah
@@kibilostintranslation9700 Not at all. One of these 2 guys is a cousin. hahahahahaha
@@victorblock3421 now, i’m not sure that i can trust your opinion. I guess, i’ll stick with my first impression and let time decide. I’m often right to be honest. See you in 5 years on the same comment, let see if they still exist in 5 years.
@@kibilostintranslation9700 ok genius
SCAMMEEERRRR
So jealous. Is your camel also jealous?
The are alradfy rich kids burning stupid rich fold money