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Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Capital Allocators – Inside the Institutional Investment Industry
How Do You Reflect on That Result in Two Thousand 22?
i wrote the letter mostly out of curiosity, because i had heard from a number of friends who had corresponded with him in small ways that he was just absolutely brilliant and clever at how he responds to things. Id said we had an 85 % chance of winning. Doesn't mean it couldn't happen. The hedge fonds did worse than i would have thought; part of that was interest rates dropping. But you have a mdy bate that goes from making three or four percent a year to hitting your big hit on your returns. And then as he write that letter in tweo thousand seven, how cond of optimistic could ben icer be? He talked about it like it was f
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