Invest Like the Best with Patrick O'Shaughnessy Ted Seides - The Bet with Buffett – Hedge Funds vs. The S&P 500 - [Invest Like the Best, EP.35]
May 2, 2017
Ted Seides discusses his famous bet with Buffett, comparing hedge funds to S&P 500. Topics include origins of the bet, nuances, fees, indexing, and asset allocation. They reflect on Berkshire shareholder meetings, valuation impact, market dynamics, and skill in investing. Exploring permanent equity investing and public market portfolio strategies, they compare S&P 500 returns and investor discipline.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
The Evolution of Berkshire Hathaway Shareholder Meeting and the Famous Bet
02:01 • 17min
Valuation, Market Dynamics, and Hedge Fund Strategies
19:09 • 32min
Analyzing the Paradox of Skill in Investing and Reflecting on Personal Experiences with Prominent Figures
50:49 • 3min
Exploring Permanent Equity Investing
54:14 • 6min
Exploring Resources and Strategies of Public Market Portfolio Managers
01:00:30 • 3min
Comparison of S&P 500 Returns and Investor Experiences
01:03:03 • 2min
Discussion on Investor Discipline and Real Returns in the Market
01:05:11 • 5min