Matt Cherwin
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Matt Cherwin earns The Navigator through an unusual trade: he gave up the captain's view for the engine room's truth, descending from strategic command into the mechanics of markets.
“And when you start looking at that side of the balance sheet first, then you understand things a little bit better. And then also, you know, with my traders and all the people I work for, it's really great because some of the people I hired a long time ago, their MDs are places.”
“Well, I think, I mean, it was a tremendous place to work. I worked with incredible people. I learned a lot. And I worked with great, great people that you're just part of a terrific team. It's a fantastic place. I learned something that became transformative to everything I'd spent my career doing.”
“They had been, and that's a great point. They had been, but buying 200 billion with like an aftermarket tweet and nobody knew like, is it going to be 200 then another 200? Are you going to start buying? Are you going to buy 40 tomorrow? How's this all going to work?”
“Debt the country has what it costs, what they want to accomplish. So here's what they need. To accomplish, and they're going to do everything they can to it. So, you know, we construct portfolio, we have an investment thesis, we have a narrative.”
Masters in Business: “Risk and Reward with Marek Capital Co-Founder Matt Cherwin”
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