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Schwarzman Interview

Posted by Jmoney, Jul 08, 2008, 1:51pm

Found it on Ari Kiev's site.

http://www.arikiev.com/ariblog/index.php?entry=entry080703-150506

Excerpt:

Can investors create alpha by trading around positions, buying or selling to take advantage of price moves?

There’s no question that the whole point is to create alpha, and there are lots of ways to do it. And the reality is, if you have a
great idea, you may want to trade around the position a little bit. But I wouldn’t do it a lot, because ultimately, how many great
ideas does anybody really have? You’ve got to make a high-conviction bet when you feel like you have a great idea. That’s really the only way to outperform today.

0Recommend this! 4Comments

Comments

Entry: About As Much An IPO As Lehman Is Bear

posted by Jmoney

Apr 11, 2008 12:09AM

I much prefer the shorter stuff. I don't have the time or patience to go through the more analytical posts. That's just me though. Some of the long IM exchanges are hilarious.

Entry: British Banking

posted by Jmoney

Apr 18, 2008 10:22PM

How did these comments degenerate into discussing fashion?

I actually read up on interest rate swaps so I could understand one of EP's serious posts, and I thought I could contribute something. But, no.

Anyways, thanks for contributing to my finance education EP.

It's interesting that a politician may be in cahoots with the businessmen. But, I doubt the timing was intentional. Brown's visit wouldn't have been any more relevant to the press without Papa's trip.

Entry: Talking Down To The Neo-Financiers

posted by Jmoney

Apr 23, 2008 10:34AM

I'd assume that the bigshots have to be good at sales, analysis and operations.

Entry: Talking Down To The Neo-Financiers

posted by Jmoney

Apr 23, 2008 8:16PM

Couldn't agree more with previous comment.

What the fuck is 'greed, in other words, is good'?

You should watch the movie a few more times, memorize the proper lines, and report back

Entry: Write-Offs: 04.23.08

posted by Jmoney

Apr 23, 2008 8:22PM

This is a totally lame site, but there are some cute pics:

http://juliealexandria.com/

Entry: Electric Press

posted by Jmoney

Apr 24, 2008 10:27AM

This stuff is gold.

Entry: In Addition, They All Admitted To Being Slags. Spiteful, Spiteful Slags. Oddly, In Spite Of Their Bitterness, Several Of Them Also Remarked On What A Good Looking, Smart, Funny, Charismatic Guy Epstein Is, But He Tends To Have That Effect On Women

posted by Jmoney

Apr 24, 2008 1:54PM

ep,

not U of C, but perhaps equally nerdy JHU. TNDC was a big deal at one of the frats (I think SAE) in my freshman / sophomore years.

Entry: Rumor Control

posted by Jmoney

Apr 24, 2008 4:44PM

Coming from the medical perspective, ultra sound ablation for gall stones is not the wisest therapy. There's a high risk the stones just turn to sludge and aren't expelled, which may lead to a medical emergency such as acute cholecystitis.

Better to do elective laparoscopic cholecystectomy.

Entry: Todd Thomson Doesn't Pay For Sex: He Gets Paid For It

posted by Jmoney

Apr 26, 2008 11:38AM

Cereally? You're keepin this one alive?

What's TT up to nowadays?

Entry: You Know It's A Slow Day When...

posted by Jmoney

May 28, 2008 10:24PM

Surgeons at my hospital wear their shoes without socks in the OR.

Entry: You Know It's A Slow Day When...

posted by Jmoney

May 29, 2008 8:23PM

I'm not a foot guy, or a guy's guy.

Though, I'd say 4 out of every 5 women in the OR - attendings, residents, nurses - are very good looking and probably have awesome feet.

Entry: Who Is The New Adonis Of Wall Street?

posted by Jmoney

Jun 02, 2008 11:31AM

He doesn't exactly work on wall street, but surely has some sway there... Prince Alwaleed

Entry: Who Is The New Adonis Of Wall Street?

posted by Jmoney

Jun 02, 2008 10:32PM

That diamond car is like a declasse version of 'For the Love of God' by Hirtsch.

Entry: Bond Trader Tapped To Coach Oregon State Basketball

posted by Jmoney

Jun 03, 2008 9:38PM

Is there any reason to add that Loop is a minority-owned firm?

Entry: Bond Trader Tapped To Coach Oregon State Basketball

posted by Jmoney

Jun 04, 2008 5:16PM

Well, that sucks. Nothing to brag about.

Entry: Happy Independence Day!

posted by Jmoney

Jul 05, 2008 4:13PM

There may be hope for some of us yet - this cabbie set up a dating service.

Also, this article refers to Dorrian's as a singles bar, and I've never thought about it like that, but it does fit the bill. Now that I think of it as a singles bar, it seems cheesy. I've always just thought of it and Sutton Place, and Mad River as just good hook up spots. Time to grow up?

http://online.wsj.com/article/SB121521344404029485.html?mod=home_we_banner_left

Entry: Happy Independence Day!

posted by Jmoney

Jul 05, 2008 8:00PM

There's going to be a party in my pants.

No fat chicks!

Entry: Schwarzman Interview

posted by Jmoney

Jul 08, 2008 1:53PM

Oh man, lack of sleep is getting to me. This is an interview with Steve Cohen, not Schwarzman.

Sorry

Entry: Catching Up With Ashley Dupre, Eliot Spitzer's Hooker

posted by Jmoney

Jul 08, 2008 7:05PM

@Finnegan,

This is just the one he got caught with. I bet he went through a whole stable of even better looking providers before he settled on the girl-next-door look.