Larry Kochard

speaker

464 appearances 1 recordings 1 series first heard Feb 2026 last heard 11 Feb

Larry Kochard’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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How I Invest with David Weisburd · E302: Legendary CIO Larry Kochard On Where Alpha is Today · 11 Feb 2026 podcast

Let's let our winners run.

So having a game plan

that kind of forces that sense of discipline ahead of time is really important.

So you have a big downturn, 10%, 20%, 30, 40% of figuring out, okay, what are the opportunities you want to get into?

And then where is that liquidity source of liquidity coming from in terms of cash, in terms of bonds, in terms of any potential hedges that you have on that you want to be able to create cash, basically cash those in.

And so having that game plan ahead of time gives you the confidence to act quickly, but doing it not quickly, meaning you're just shooting from the hip, but quickly with a lot of analytical rigor that was behind that game plan.

There's so many analogies between investing and sports.

I mean, you see the same thing with sports.

When people are in this zone, they're playing well, they have confidence, even if they fall behind, if they've been playing well, they feel confident that their process and the talent that they have is going to be able to produce a win.

So they're not going to start panicking.

They're not going to, once they're ahead, start playing overly defensive.

And the same is true with investing.

You have a certain process, you know the strengths and weaknesses of your team, and you know what you'll do in certain instances.

And it gives you so much more confidence to just stick to that process versus a situation where you're really just shooting from the hip, trying to be tactical.

And again, you then default more into this more momentum approach to investing, which generally is what produces the worst long-term outcomes.

That's a great comment.

That's the $64 million question.

I completely agree with you, first of all.

That's what I've always told my team.

The markets have become increasingly efficient.

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