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Peak pod shop and Balyasny blues
Rupak's Substack · Sep 3, 2026 · mentions
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Rupak's Substack
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Sharpe ratio vs net returns in hedge funds · 1 Hedge fund returns and allocator expectations · 1 Jain Global and Millennium deal · 1 Balyasny's struggles and diversification · 1 Interest rate environment impact on hedge fund returns · 1 Peak pod shop thesis · 1 Multi-strategy hedge fund competition · 1 Pod shop / multi-manager platform performance · 1
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