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10min chapter
E101: Lessons from University of Texas ($70B) and Stanford Endowment ($40B)
How I Invest with David Weisburd
Strategic Insights on Endowment Portfolio Management
This chapter explores the complexities of portfolio construction for large endowments, focusing on the need for frequent reassessment of asset allocation. It discusses strategies such as counter-cyclical market timing and emphasizes the importance of investing in currently undervalued assets while highlighting the role of exceptional asset managers. Additionally, the chapter covers the implications of national debt on investment strategies and the significance of maintaining a diversified approach to hedge against economic uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode