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Animal Spirits Podcast · 2024-12-09 · 29 min · 6,007 words

Talk Your Book: Matching Longs with Shorts

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Today's Animal Spirits Talk Your Book is brought to you by Wasatch Global. Go to Wasatch Global.com to learn more about their Wasatch long short alpha fund. Take her WALSX, which we're talking about on the show today. That's WasatchGlobal.com. Welcome to Animal Spirits.

Spirits, a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they are reading, writing, and watching. All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Rydholtz Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Rydholtz Wealth Management may maintain positions in the securities discussed in this podcast.

Welcome to Animal Experience with Michael and Ben. Michael, I've always been really interested in the psychology behind people who are able to run long short books and funds and strategies. Because I I feel like you you have to be able to separate the two parts of your brain, right? Because long-only people, that they have this certain mindset. I think even like, you know, long-term optimistic, glass ceffle, I feel like a lot of fixed income people

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