Lessons from 1998
Jeffrey reflects on the 1998 financial crisis, emphasizing how unexpected correlations can emerge during times of stress. He shares insights on the importance of maintaining a conservative approach to leverage and highlights the challenges of understanding peripheral risks. The conversation also touches on the enduring themes of behavioral finance, illustrating how past experiences shape current investment strategies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
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