David

When we last chatted, you mentioned that you look for supply, demand and balances in the market. How do you find markets with supply, demand and balances? Thank you for listening to join our community and to make sure you do not miss any future episodes, please click the follow button above to subscribe.

When we last chatted, you mentioned that you look for supply, demand and balances in the market. How do you find markets with supply, demand and balances? Thank you for listening to join our community and to make sure you do not miss any future episodes, please click the follow button above to subscribe.

What's the minimum amount of timeframe that this supply-demand imbalance needs to exist for it to be interesting for CalSTRS?

What's the minimum amount of timeframe that this supply-demand imbalance needs to exist for it to be interesting for CalSTRS?

What's the minimum amount of timeframe that this supply-demand imbalance needs to exist for it to be interesting for CalSTRS?

Your wife has been a teacher in California for over 30 years. Does that impact how you go about investing the pensions of California teachers?

Your wife has been a teacher in California for over 30 years. Does that impact how you go about investing the pensions of California teachers?

Your wife has been a teacher in California for over 30 years. Does that impact how you go about investing the pensions of California teachers?

And you mentioned you focus on optimizing yourself, sleep. How else do you become better as a CIO? What do you read? What do you listen to? And how do you become better as a CIO?

And you mentioned you focus on optimizing yourself, sleep. How else do you become better as a CIO? What do you read? What do you listen to? And how do you become better as a CIO?

And you mentioned you focus on optimizing yourself, sleep. How else do you become better as a CIO? What do you read? What do you listen to? And how do you become better as a CIO?

Those supply, demand, and balances become more obvious if you talk to enough people, you start to connect the dots, right?

Those supply, demand, and balances become more obvious if you talk to enough people, you start to connect the dots, right?

Those supply, demand, and balances become more obvious if you talk to enough people, you start to connect the dots, right?

Well, Scott, this has been a masterclass on how to invest $350 billion. What would you like our listeners to know about you, about CalSTRS, and anything else you'd like to shine a light on?

Well, Scott, this has been a masterclass on how to invest $350 billion. What would you like our listeners to know about you, about CalSTRS, and anything else you'd like to shine a light on?

Well, Scott, this has been a masterclass on how to invest $350 billion. What would you like our listeners to know about you, about CalSTRS, and anything else you'd like to shine a light on?

Thank you, Scott. I learned a lot. And thank you for taking the time. I will fly out to Sacramento. And I have a couple of people to see there. And I would love to host you in New York as well.

Thank you, Scott. I learned a lot. And thank you for taking the time. I will fly out to Sacramento. And I have a couple of people to see there. And I would love to host you in New York as well.

Thank you, Scott. I learned a lot. And thank you for taking the time. I will fly out to Sacramento. And I have a couple of people to see there. And I would love to host you in New York as well.