Episode notes
Trey invites back Ted Seides to discuss the influence of endowments and hedge funds in today's markets and the impacts of ESG policies.
IN THIS EPISODE, YOU'LL LEARN:
- 07:16 - How hedge funds and endowments have changed over the last 20 years.
- 10:58 - The biggest misconceptions regarding endowment funds.
- 20:30 - The impact of ESG policies and how the narrative around them may be changing or evolving.
- 28:45 - Why Ted has abandoned his SPAC strategy.
- 44:54 - How endowments think through allocating across different asset classes, especially alternatives.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Related Episode: Listen to TIP343- How to Invest Like the Best w/ Ted Seides or watch the video.
- Related Episode: Listen to TIP170 - A Bet With Warren Buffet w/ Ted Seides or watch the video.
- Capital Allocators Podcast.
- Capital Allocators' Book.
- Ted Seides' Twitter.
- Trey Lockerbie's Twitter.
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