Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
All content for Signals by AlphaSense is the property of AlphaSense and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
Investing in Tax Receivable Agreements, with Saish Setty, General Counsel, Parallaxes Capital
Signals by AlphaSense
33 minutes
2 years ago
Investing in Tax Receivable Agreements, with Saish Setty, General Counsel, Parallaxes Capital
Episode Summary In this episode of Signals by AlphaSense, host Nick Mazing sits down with Saish Setty from Parallaxes Capital. The conversation begins with a deep dive into the world of Tax Receivable Agreements (TRAs), an emerging asset class whose prominence has grown over the last few years, and are an increasingly common feature in Initial Public Offerings (IPOs). TRAs are transferable corporate tax assets that historically have had little secondary market liquidity. Interestingly, TRAs m...
Signals by AlphaSense
Episode Summary In the latest episode of Signals, host Nick Mazing sits down with Peter Atwater, Adjust Professor of Economics at William and Mary, and the author of "The Confidence Map." Peter dives deep into the essence of confidence, distinguishing its two core elements: predictability and preparedness. He emphasizes that while many perceive these elements as intertwined, they stand separate, and are foundational to understanding confidence. The conversation takes a turn towards the main...
