Intro

This chapter explores the changing dynamics of endowments and hedge funds, emphasizing their impact on modern markets and the growing importance of ESG policies. It clarifies misconceptions about endowment funds, examines alternative investment strategies, and provides insights into the evolution of hedge fund investment approaches over the last two decades.

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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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