Markets and Investing
Hedge funds and asset managers
industry, performance, launches
- Episodes
- 17
- Share
- 1.6%
- Shows
- 17
- Net sentiment
- −0.25
Up from 1.3% of episodes in the weeks before; net sentiment was −0.67.
Bullish 1Mixed 4Neutral 9Bearish 3
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 3
- Terra's funds allegedly pumped affiliated stocks and collapsed, freezing 455,000 savers' money and damaging trust in the industry.Turkey's $20 Billion Fund Collapse Explained · Patrick Boyle On Finance · Oct 4
- Speaker warns these products carry high costs and are hard to explain, risking poor client outcomes.Too much tax alpha, too little diligence with Steve Curley · The Albatross · Oct 1
- Active managers' high fees and conflicts of interest erode investor returns, and most fail to beat the market over time.Jack Bogle’s big idea to make investing cheaper & better for individuals. · WEALTHTRACK · Oct 3
Mixed 4
- Speaker expects more hedge funds ahead but argues competing with large quant firms is extremely hard.Ex-Lehman Trader: AI Won't Give You Edge · Odds on Open · Oct 1
- Autocallables offer capped upside and buffers, appealing to investors but carrying complexity and counterparty risk.Alternatives for Dwindling Equity Risk Premiums · Behind the Markets Podcast · Oct 2
- Emerging asset managers need anchor capital and operating infrastructure, while mega platforms gain share.E437: Doug Beyer on Raising Capital, LP Psychology & GP Stakes · How I Invest with David Weisburd · Oct 2
- Asset manager AUM near record highs mainly from market gains, with fee pressure and modest margin gains expected.How AI and Tokenization Could Reshape Wealth Management · Thoughts on the Market · Oct 1
Neutral 9
- Discussion of how Fidelity builds and launches quant products and the evolution of its ETF lineup.The Upside: Ticker Talk with ÉJB: Ep16 - Making sense of quantitative investing with Max Naylor · The Upside · Oct 1
- Discusses building and running Bracebridge, its process, team, and alignment with investors, mostly factually.Nancy Zimmerman – People, Process, and Fixed Income Arbitrage at Bracebridge (EP.517) · Capital Allocators · Sep 28
- Discussion centers on the firm's research process and team approach rather than an investment outlook.Emerging markets: when the crowd gets it wrong · Short Briefings on Long Term Thinking - Baillie Gifford · Sep 28
- Discussion of Tema's firm growth and positioning in the active ETF industry, without a clear market view.The Only ETF Holding Kalshi and Polymarket | Paisley Nardini, Tema ETFs · Behind the Ticker · Oct 4
- Discussed portfolio performance across active managers and fund holdings without a clear industry view.Our Monthly Portfolio Update - September 2026 · Equity Mates Investing Podcast · Oct 4
- Recounts working for a corporate takeover investor and deals in the 1980s finance era.Meet the Salesman Who's Sold +$10 Billion in Private Jets · Razvan Paraschiv Podcast · Oct 3
Show 3 moreShow fewer
- Recounts past evaluation of early-stage hedge fund managers and high failure rates in the industry.Own Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital · Planet MicroCap Podcast | MicroCap Investing Strategies · Oct 3
- Discussion of how the team automates research, content production and wallet tracking with AI agents.AI Needs Crypto · Raoul Pal: The Journey Man · Oct 1
- Discussion of hedging strategy, which management rejected in favor of operational fuel efficiency.Carnival (CCL): Absorbing a $150M fuel spike without hedges [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
Around it
Companies named
- Bracebridge Capital1
- Carnival 1
- Jane Street1
- Citadel Securities1
- Jump Trading1
- Hudson River Trading1
Shows that covered it most
- Capital Allocators1
- Short Briefings on Long Term Thinking - Baillie Gifford1
- Earnings Unscripted: Stock Earnings Calls & Analysis1
- Odds on Open1
- Raoul Pal: The Journey Man1
- The Albatross1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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