Jake Claver
speaker
1,496 appearances
2 recordings
2 series
first heard Apr 2026
last heard 24 Jun
Jake Claver’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
Mitigate volatility risk.
The only risk that we have in the hedge fund that we have is that the strategies don't perform well.
Got it.
And in a low liquidity environment, we haven't done great.
We did 5% return last year.
But just holding your assets and getting a little bit of cash flow.
Yeah, well, it's sustainable, right?
People that get on the far end of the risk curve and are promising these high returns, to your point, just not sustainable over that duration.
Well, it's the same thing for Warren Buffett, right?
So you look at the Berkshire Hathaway and how much money they manage.
Their $380 billion is sat on the sidelines in treasuries right now and in the yen.
Once you get to scale the asymmetric bets and opportunities that exist in the market, you have too much capital to deploy to even be able to participate in that.
That's where I think AI is going to come in.
I think that these asset managers that implement AI and they're able to manage, you know, millions of trades instead of having to take big chunks and put it places, that's going to allow, you know, these hedge fund managers and other people to generate those outsized returns that you're looking for, even if they have larger AUM.
Yeah, I don't know that there's ever going to be a quant or a human that will be able to analyze things as quickly and rebalance portfolios as fast as an AI could.
And then you can scale it.
I have a good friend, Howard Getzen, that's been doing that for almost 20 years.
Wow, that long?
And he's had somewhere between 10% and 30% returns over that duration.
He has about $400 million.
Showing 681–700 of 1,496 · page 35 of 75
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