• I think market timing,as I've defined it, has to do with short-term deviations from your long-term policy targets.

    正如我之前定义的,市场时机选择,是偏离长期策略目标的,短期操作

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  • One, the marketing strategy.

    第一,市场策略

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  • This is once you've decided that you're going to be an active manager and try and pursue market beating strategies, how do you decide where it is that you want to spend your time and energy?

    一旦你决定了要当主动管理型基金经理人,努力追求高于市场收益的策略,你会如何决定,在哪些方面投入时间和精力

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  • So we've got the firms, they're the players, I know what their strategies are, I know a little bit about the structure of the market, and I still need to tell you what payoffs are.

    我们有了公司,作为参与人,我知道它们的策略是什么,对市场的结构也有一些了解,我还需要告诉你们收益是什么

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  • One's from Burger King and one is from KFC, and when I show these to you-- we'll talk a lot about food marketing in the United States, because if you buy the premise that I laid out a few moments ago, that what we consider food and what we consider to taste good is pretty much a total social construction.

    一个是汉堡王的,一个是肯德基的,在我播放这两个广告的同时,我们要讲下美国的食物市场营销策略,因为如果你买了我之前出的那本提纲,其中讲到了我们对待食物的态度,我们,判定食物好吃与否的标准是种社会意识

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  • The second question was about China and there was a special report in the recent Economist talking about the ravenous appetite that China has for natural resources right now. I was curious what you ? thought the effect that would have on global financial ? markets and your investing strategy?

    第二个问题是有关于中国的,在最近的《经济学人》杂志上有一篇特别报道,该报道是关于现在中国对自然资源的极度渴望,我非常想知道您个人认为,他们这种情况对全球金融市场会有什么影响呢,对您的投资策略又有什么影响呢?

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