Leveraging Investment Strategies
Ted and Jon dive into the complexities of using leverage in investment strategies, emphasizing that it's a skill that requires careful consideration. Jon shares his passion for outdoor activities, highlighting how they provide a refreshing escape from the investment world. He also critiques the misapplication of ERISA rules and the flawed notion of outperforming benchmarks without taking on tracking error, revealing the pitfalls of conventional best practices in the industry.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
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