The Big Winners and Losers in Hedge Funds

The transcript discusses the performance of hedge funds, particularly focusing on Crispin Odey and other funds, highlighting their struggles and successes over recent years. It examines the challenges posed by market regime changes and the impact of volatility on fund performance. The discussion also covers the strategies employed by hedge funds, the difficulties in adapting to new market conditions, and the role of computer models in managing volatility. The transcript concludes with an analysis of how these factors affect investor satisfaction and fund performance.

What were the performance trends of the Crispin Odey fund in 2016 and 2017?

Discuss the implications of the symmetry observed in hedge fund performances over the years.

How do the performance results of hedge funds in recent years reflect changes in market conditions?

What challenges do hedge fund managers face in adapting to new market volatility?

What role does data play in the effectiveness of computer models used by hedge funds?