2008 lessons from Asness, Tepper, Griffin, Klarman, Dalio, Cohen, more - Business Insider

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ประเทศไทย ข่าว ข่าว

ประเทศไทย ข่าวล่าสุด,ประเทศไทย หัวข้อข่าว

Markets are upside down right now as young hedge fund chiefs face their first crisis. We dug up what the biggest managers — from Cliff Asness to David Tepper — said they learned from last major economic downturn.

when the coronavirus sell-off initially happened in March, but billionaire founder Ray Dalio reminded investors in a note that the firm was down 20% in September of 2008 before making money for the year. "2008 was a year in which those who built their strategies on the basis of what happened in their recent lifetimes did not understand what happened in 2008 and did so badly, and those who had a perspective of what happened in long ago times in faraway places did well," he wrote.

Asness, the founder of AQR, sees the logic in that argument, and even believes more of these events are happening now, according to a 2011 profile of the feisty billionaire in The Atlantic. become the talk of the investing world every year, told his investors in early 2011 that many did not learn their lesson from 2008.

"For no apparent reason other than indirectly rescuing AIG's creditors, the government bailed out the parent company's debt-holders, thus elevating moral hazard to new heights."Paul Singer, founder of Elliott ManagementBillionaire Paul Singer, the doomsday investor who founded Elliott Management decades ago, is worried about many things. In a recent note to investors, he talkedsolar flares shutting down the electrical grid and hackers attacking our systems.

Still, he cautions against too much government intervention — or government aid that comes too late. He faults former Treasury Secretary Hank Paulson for saying that taxpayer money wouldn't be used to bail out Lehman Brothers.A word of warning though for governments that are currently pumping money into economies all across the world — Soros believes the state, especially in Europe, replaced leveraged corporate credit with their own sovereign debt.

 

ขอบคุณสำหรับความคิดเห็นของคุณ ความคิดเห็นของคุณจะถูกเผยแพร่หลังจากได้รับการตรวจสอบแล้ว

What is going on in the market right now is a complete head scratcher

เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:

 /  🏆 729. in TH

ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว

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