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What I think the mutual fund industry has turned into, largely, is a stock picking industry, not a portfolio diversification industry.
我认为,共同基金行业在很大程度上,已经演变成选股行业,而非投资组合多样化行业
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Why would it be that somebody else is allowed to invest in a hedge fund and I'm not?
为什么允许其他人投资对冲基金,而我却不能呢
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John? -You know I'm not gonna forecast ... either of those right now. -You are not gonna... I have the Taylor rule on the line with respect to the Federal fund's rate.
约翰呢？，-我现在不会,对这个做任何预测，-你不打算。,网上有泰勒规则啊,根据它能算出联邦基金利率。
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they can be found to have breached their fiduciary duty, I'm on the hedge fund side and against the sort of company management side.
他们可以被发现存在渎职行为，我站在对冲基金的阵营上并且反对,公司管理的主张。
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I want to say one more thing about the diversification and the mutual fund.
我想谈谈,证券业多元化和共同基金
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I'm going to the Russian Stabilization Fund in-- I think I've got an arrangement to meet with them in Moscow in March-- that would be during the semester.
我还要去俄罗斯平准基金一趟-,我想我跟他们已经就,三月在莫斯科会面达成了共识-,就是这个学期的事情。
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In Unconventional Success, I did a study of individual behavior in their mutual fund purchases and sales around the collapse of the Internet bubble in March of 2000.
在这本书里,我对2000年3月,网络股暴跌时,共同基金购买,和销售中的个体行为做了研究
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This government pension fund, I guess, in dollars, is about $200 billion.
这部分政府养老基金，换算成美元，我估计大概值2000亿。
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I have one final question, just about the mutual fund industry.
我最后还有个问题，是关于共同基金产业。
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Now, I haven't defined mutual fund yet.
现在我还没有给共同基金下一个定义。
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Our foreign exposure is not limited to the marketable security exposure, which I cited as being 15% of the fund, but there's foreign exposure in real estate, there's foreign exposure in leverage buyouts, there's foreign exposure in venture capital.
我们的境外投资,并不限于可交易证券类,那只占总资产的15%,也有境外不动产投资,境外杠杆收购,以及境外风险投资
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But then I asked another question, do you think trying to pick mutual funds, trying to find a mutual fund that will beat the market is a smart thing to do or not a smart thing to do?
但是接着我又问了另一个问题,你们认为选择共同基金,选择一种强于市场表现的共同基金,是不是明智之举呢
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