#252: Mark Yusko on How we got to QE Infinity from the Fed
The Pomp Podcast
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The Big Picture Decisions for Institutional Investors
The big question for institutional investors is they make most of their returns on the big picture decisions from an aced allication n perspective. There's there's acidalication, manager selection, portfolio constructin and security selection. Do i want to be in us? Equities, japanese equities and mergin market equities? And then there's then there's other decisions on geographies and o stage,. For example, ad venture capital on early stage or seed or late stage, or growth equity. All those decisions are pretty hard coated. They don't change that often. Hopefully the istutions exercise discipline.
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