Capital Allocators – Inside the Institutional Investment Industry
The Bet with Buffett (Capital Allocators, EP.05)
May 2, 2017
In this engaging conversation, Patrick O’Shaughnessy, a savvy investor and host of the Invest Like the Best podcast, joins Ted Seides to discuss his legendary bet with Warren Buffett. They explore the nuances of hedge fund performance versus the S&P 500, shedding light on the lessons learned from the wager. Topics include the challenges of defining skill in investing, the evolving landscape of hedge funds, and the significance of personal connections at Berkshire Hathaway meetings. Expect insights on market dynamics and the impact of emotions on investment strategies!
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Quick takeaways
- The podcast explores the significant bet made with Warren Buffett, highlighting strategic thinking around hedge fund performance versus the S&P 500.
- It emphasizes the disparity between reported investment returns and actual investor experiences, underscoring the importance of patience and discipline in achieving gains.
Deep dives
10 East Investment Platform
10 East is an investment platform that enables sophisticated investors to access private markets, similar to a family office experience without the associated costs. Founded by Michael LaFell, who has significant experience in the investment arena, the platform allows members to co-invest in opportunities across private credit, real estate, niche ventures, and private equity. The team conducts thorough research and monitors investments continuously, ensuring institutional-level management. This approach aims to provide members with exclusive access to investment opportunities typically unavailable through traditional channels.
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