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BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS
Some interesting points in this Bloomberg article on multi-manager funds.
A couple points stood out to me, and there were a couple points I would add. What stood out:
1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more

The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend
amazon.com
Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.comfaster churning of companies in and out of the S&P 500, the death of news and the newspaper, the failure of established
Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium




We analyzed execution quality of largest retail equity wholesales vs 11 of 16 exchanges and there really isn’t a comparison. Wholesales up to 20x better. All about order flow segmentation.
@BBGIntelligence @Dougielarge @dlauer @GuFinProf https://t.co/ZK6lfKIthT

