Evidence receipt / prediction
Published · transcript-backedDavid Rosenthal: prediction
17 Oct 2022 Acquired Benchmark Part II: The Dinner
“This is one of the thesis of every successive generation of technology should be bigger outcomes, because you're addressing bigger markets.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 17 Oct 2022
- Publisher
- Acquired
- Episode
- Benchmark Part II: The Dinner
Transcript context
…The Bruce's counter argument, which I think is 100% right, isn't the worst economic arrangement, because the returns will be higher, so you'd be happy to pay the fees. This is one of the thesis of every successive generation of technology should be bigger outcomes, because you're addressing bigger markets. To make it more simple, you cannot get allocation to the Benchmark funds. Getting any allocation is going to be better than the alternative. You're happy to pay the fees and carry, because it works and it's still the best investment you can make.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.