Dr. Alan O'Sullivan
👤 SpeakerAppearances Over Time
Podcast Appearances
It's two planes hitting two towers.
It's what happens.
The two most important words in finance are what if.
And I would suggest investing.
What if this happens?
What if that happens?
What you do is you go into a room and...
go through all these possibilities and then make sure that the adequate hedges are in place for that.
It's not perfect.
In my opinion, the most important thing for Sebastian Page is to integrate proper risk metrics
risk analysis in your portfolio construction process.
Be aware that, have a bit more intelligence around how you build assets, be aware of the changing secular regimes and be conscious that markets are dynamic, stochastic, they're unpredictable in nature and you have to prepare for the worst.
who he is.
Yeah, so Louis Vincent Gave, again, is very, very experienced market practitioner.
His father set up Gavecal initially and Louis joined the firm.
So Louis' back story is kind of interesting.
French man, but he speaks a number of languages.
He's based in Hong Kong.
His background is emerging markets, but Louis can talk about anything really.
Okay.