Ben Eifert
speaker
517 appearances
1 recordings
1 series
first heard Feb 2025
last heard Feb 2025
Ben Eifert’s voice in public audio — every appearance, attributed to the second.
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Appearances
That's actually a recurring theme in our stuff, right?
I do a talk with you guys about something and then it blows up and then you bring me back to talk about how it blew up.
course.
So a big part of it is that the kinds of institutions involved in these type of trades are just are very slow moving and very backward looking and they're not that sensitive to performance outside of like catastrophic events.
Right.
So if you think of like a typical pension fund, it took the consultants like three years to get this tall re overriding stuff through the board in the first place.
And then they put on the trade, they put it on with a couple managers that they like, and they go out to dinner with them once a year.
It's in the it's a footnote in a long report on performance.
And as long as it's just kind of modestly underperform my expectations, like nobody cares.
If it blows up, that's a different thing.
But this kind of thing doesn't really blow up.
up and not the kind of strategies that big institutions are doing.
Yeah, the retail is different.
But you know, call overwriting uh you know call o unlevered call overwriting doesn't blow up.
It just underperforms underperform.
It's gonna take them ten years to ever decide to stop.
Wonderful guys, really fun.
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