Market Narratives
Trailer
Bonus
Episode 37
Season 1
Market uncertainty, the art of a super fund and the courage to fail | Jack Gray
The conversation covered:
- Are super funds set up to deliver real long term performance? Moreover, how will scale impact their decision-making?
- Is there anything that we can learn from the great investors of the past that could apply to super funds?
- How to blend the competing forces of business and art?
- Why relative performance is a fool's game?
- Why is doing nothing not good enough?
- How to balance short term uncertainty with long-term structural market regime changes?
- Are boards equipped to understand what the critical decisions to make are?
- How do we instil courage into the decision-makers?
- Do super funds have the right approach to ESG and climate change?