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Podcast: Excess Returns
Episode: Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
Description: In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify's PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio. Drawing from his extensive experience at firms like Citadel and Millennium, Mike shares candid insights about what makes a successful investor and his portfolio construction process.
Key topics include:
Why having "skin in the game" matters when managing funds
The critical elements he looks for in high-conviction investments
His unique approach to international investing and macro trends
Valuable lessons learned from working at top hedge funds
His perspective on...