John Kim
speaker
590 appearances
1 recordings
1 series
first heard Jul 2026
last heard 14 Jul
John Kim’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
Differentiation can be anything.
Like it can be, I can take contrarian bets.
It can be, I only do one or two things, but when I do them, I'm highly operationally intensive.
It can be, I access this part of the market that no one else does.
It can be my GP commit is abnormally large.
That's right.
So let's take those two positive features.
When you're trying to build a portfolio, because almost everybody at the institutional, at the big money, not the small money, the big money has a portfolio.
So you have a portfolio of diversified assets and you try to have those assets not replicate what each other's doing because if they're autocorrelated, then, you know, you didn't do a great job.
So you kind of want people who are differentiated.
And so you're trying to add something that is additive to your portfolio somehow, some way.
All right.
Then complications.
Complications are usually the enemy of trust.
The more I have to explain, like when my daughter comes back late at night, and I said, look, you know, you're supposed to be back at midnight, but gosh, it's 2 a.m., and explain yourself.
And there's this long story of this and that.
I'm like, I don't trust this.
My daughter's pretty smart.
She knows, oh, Dad, you know what?
I just blew past it.
Showing 201–220 of 590 · page 11 of 30
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