Behavioral Finance Insights
Jeffrey reflects on the 1998 financial turmoil, emphasizing the real-life implications of correlation during stressful market conditions. He shares insights on how his firm navigated the crisis without leverage, highlighting the importance of understanding peripheral risks. The conversation touches on the challenges of recognizing contagion effects and the need for managers to maintain a broad perspective in turbulent times.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
REPLAY - Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
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