Hedge Funds Unpacked

This chapter explores the intricate world of hedge funds, examining various strategies and the challenges faced by new managers in a competitive environment. It highlights the need for diversification, regulatory changes, and the crucial balance endowments must maintain between current and future financial commitments.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

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.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Range Rover
Fundrise
AT&T
The Bitcoin Way
USPS
American Express
Onramp
SimpleMining
Public
Vacasa
Shopify

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests