IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:11 – Hedge funds
0:03:48 – Modern portfolio theory
0:04:39 – Where does hedge fund managers lack focus on
0:06:28 – How hedge funds and endowments have changed over the last 20 years
0:08:20 – Is the S&P 500 a typical benchmark for most hedge funds
0:10:27 – The biggest misconceptions regarding endowment funds
0:15:27 – How endowments think through allocating across different asset classes, especially alternatives
0:18:11 The impact of ESG policies and how the narrative around them may be changing or evolving
0:22:11 – ESG and spike in oil
0:23:11 – Limitations of how ESG is currently defined
0:26:20 – Why Ted has abandoned his SPAC strategy
0:32:41 – Other investment vehicles that Ted is looking at
0:35:58 – What Ted learned over the years that helped him find the right balance between work and family life
0:34:48 – Most enjoyable or informative conversations that Ted had in his podcast
0:39:48 – Ted’s advice for you in today’s market
0:43:06 – Interest in ventures
Ted is always a gracious guest and I always learn a lot. I hope you enjoy it! Here is my conversation with Ted Seides.
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/WSB444
?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/the-changing-world-of-endowments-and-esg-policies-w-ted-seides/
? BOOKS MENTIONED:
– Capital Allocators by Ted Seides – https://amzn.to/38pIVfN
– Common Sense by Joel Greenblatt – https://amzn.to/37PZuSc
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! ?
?? PAST EPISODES MENTIONED
– 343 TIP. How to Invest like the Best w/ Ted Seides – https://youtu.be/vqXUdHT1JK0
– 340 TIP. Hedge Funds, SPACs, and Chocolate w/ Jason Karp – https://youtu.be/6hHoKgVg478
– 435 TIP. Why the Youngest Billionaire Walked Away from Wall Street w/ John Arnold & Michael Faye – https://youtu.be/v3ok_a_ZyBQ
?OTHER RESOURCES
– Trey’s Twitter Account – https://twitter.com/TreyLockerbie
– Ted’s Twitter Account – https://twitter.com/tseides
– Capital Allocators Podcast – https://capitalallocators.com/
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