Capital Allocators – Inside the Institutional Investment Industry WTT: The Hardest Day to Invest is Always Today
11 snips
May 22, 2025 The discussion dives into the intricacies of today's investment landscape. It highlights the challenges of making decisions in the present moment. Listeners learn about various asset classes and discover potential hidden opportunities despite prevailing risks. The insights provide a refreshing perspective for those navigating the current market uncertainties.
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Missed Opportunities in Early Investing
- Ted Seides recalls his 1992 meeting with Jeremy Grantham who predicted the 1980s bull market had ended.
- He also missed investing in Berkshire Hathaway thinking it was too expensive but it started a historic bull run.
Today Is the Hardest Investment Day
- The hardest day to invest is always today, reflecting complexity and uncertainty.
- Current conditions include tariffs, valuations, and lack of clear attractive opportunities across asset classes.
Complex Opportunities and Risks Across Markets
- Different markets face varied pros and cons: U.S. equities have strong companies but high risks; emerging markets show growth but political volatility.
- Private markets like private credit and venture capital have yield and innovation but concerns around liquidity and competition.