Exponential Learning
Exponential Learning
✓

Hedge Funds Are Getting Crushed: Is Extreme Positioning a Contrarian Indicator?

00:09:37
Podcasts
RSS
Link

ဤအပိုင်းအကြောင်း

Goldman Sachs prime brokerage data shows the fastest hedge fund technology de-grossing in records back to 2016, U.S. fundamental long-short net leverage at the 0th percentile of five years (about 43.7%), and technology still 23.5% of the global prime book - the 90th percentile. The episode separates net from gross leverage, forced selling from informed selling, and tests the contrarian case against the only two prior VIP basket prints of this size: the COVID crash and the DeepSeek selloff.

Sources: Goldman Sachs Global Investment Research and prime brokerage data as reported by Reuters, Bloomberg and Investing.com, October 2026; Neil Sethi's post on the positioning unwind. Market context as of the October 23, 2026 close.

This information is for informational purposes only. This is not financial advice. Please do your own research.

စီးပွားရေး
ကိုယ်တိုင်-တိုးတက်မှု
ရင်းနှီးမြှုပ်နှံခြင်း
ပညာရေး
အင်္ဂလိပ်
အမေရိကန်ပြည်ထောင်စု
JSONတွင် ဤအပိုင်းကို ရယူရန်APIကိုသုံးပါ။

ဤအပိုင်းထဲတွင်

ဤတဂ်များကို ပြင်ဆင်ပါ

ကူးယူချက် 🔗

Are you the producer of this podcast? Add a podcast transcript
Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

ပြီးခဲ့သည့် အပိုင်းများကို ရှာဖွေပါ

Exponential Learning ၏ ယခင်အပိုင်းများကို ရှာဖွေပါ
ဤရှာဖွေမှုဘားကိုသင့်ဝက်ဘ်ဆိုက်သို့ထည့်ပါ

ဤ PODCAST တွင် အခြားသော အပိုင်းများ

THE INTRINSIC VALUE PORTFOLIO — What Three Value Investors Actually Own, and How It's Working

THE INTRINSIC VALUE PORTFOLIO — What Three Value Investors Actually Own, and How It's Working

Shawn O'Malley, Daniel Mahncke and Kyle Grieve of The Intrinsic Value Podcast spend ~40 hours a week valuing one business, publish a model and an intrinsic-value estimate, and then decide in public: add it to the Intrinsic Value Portfolio, or pass. They pass roughly 80% of the time. This episode to…
00:17:39
မျှဝေပါ
သိမ်းပါ
Verizon Q3 2026 — The Subscriber Engine Re-Accelerates, Guidance Raised Again

Verizon Q3 2026 — The Subscriber Engine Re-Accelerates, Guidance Raised Again

Verizon Q3 2026: adjusted EPS .31 beat, record 3.8B EBITDA, 406K postpaid phone adds (best Q3 in five years), guidance raised for the third straight quarter, and a B+ AWS edge deal.
00:17:56
မျှဝေပါ
သိမ်းပါ
ANTHROPIC S-1 — The Filing Is Public: $16.3B in a Half Year, One Share With 50.1% of the Vote

ANTHROPIC S-1 — The Filing Is Public: $16.3B in a Half Year, One Share With 50.1% of the Vote

Anthropic, PBC filed its public Form S-1 on SEC EDGAR on October 26, 2026 (CIK 0002130357, File No. 333-299633). Ticker: ANT (Nasdaq). Price range and share count are blank in this initial filing. Audited highlights: 2025 revenue $4,585M, operating loss $(8,060)M, net loss $(41,965)M driven mainly …
00:17:03
မျှဝေပါ
သိမ်းပါ
EQT Buys Range Resources — America's Natural Gas Champion, Deal Teardown

EQT Buys Range Resources — America's Natural Gas Champion, Deal Teardown

EQT's all-stock acquisition of Range Resources: terms, premium, synergies, breakeven under $2, and what to watch into EQT's Q3 print tomorrow.
00:17:08
မျှဝေပါ
သိမ်းပါ
မသက်ဆိုင်ကြောင်းရှင်းလင်းချက်: ဤစာမျက်နှာပေါ်တွင် ထည့်သွင်းထားသော ပေါ့တ်ကာစ်နှင့် အနုပညာလက်ရာများသည် ၎င်း၏ပိုင်ရှင်၏ပိုင်ဆိုင်မှုဖြစ်သည့် The Team မှဖြစ်ပြီး Listen Notes, Inc နှင့် ဆက်နွှယ်ခြင်း သို့မဟုတ် ထောက်ခံထားခြင်းမရှိပါ။
PROMOTED
The best Podcast API to search all podcasts and episodes. Trusted by 15,200+ companies and developers.
The best Podcast API to search all podcasts and episodes. Trusted by 15,200+ companies and developers.
PodcastAPI.com
တခြားနေရာ
Listen on Amazon Music

အကြံပြုချက်များ
ဤအပိုင်းကို ရယူရန် API ကိုအသုံးပြုပါ