ALO06: Betting against Buffett ft. Ted Seides
发布时间 2022-03-30 11:30:00 来源
摘要
Today, Alan Dunne is joined by Ted Seides, host and creator of the Capital Allocators podcast, to discuss the investment approach and philosophy of David Swensen, the Yale Model and how Seides has used the model to develop his own approach, whether being a hedgefond allocator has become gradually more difficult over the years, the bet Seides made with Warren Buffett, asset allocation vs. manager selection and the challenges to overcome, what Seides has learned from doing his podcast, decision making processes and governance, crypto currencies and digital assets and much more.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn this episode, we discuss:The philosophy of David Swensen and the Yale ModelHow the role of hedge funds has changed over the yearsThe bet Seides made with Warren BuffettAsset allocation vs. manager selection and the challenges to overcomeWhat Seides has learned from doing his podcastThe importance of leadership and time managementThe difficulty of making a good decision in the heat of the momentThe future of crypto currencies and digital assets----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Ted on LinkedIn.Episode TimeStamps: 00:00 - Intro03:23 - Ted’s background07:35 - How Seides deviates from Swensen in his approach10:36 - The Yale Model and the end of 60/4015:55 - Is it more difficult to be a hedgefond allocator now?23:03 - Asset allocation vs. manager...
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