

Ted Seides and Brent Beshore – The Future of Asset Management - [Invest Like the Best, EP.30]
Mar 28, 2017
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27
Introduction
00:00 • 5min
The Future of Asset Management
04:38 • 5min
Is There a Premium Put on Real Investors?
09:43 • 2min
Short Equity Hedge Funds - The Long Side
12:05 • 2min
Is It Possible to Pick the Best Pickers Over Time?
14:00 • 2min
The Advantage of Small Managers Over Large Managers
16:24 • 3min
The Feshback Brothers - A Short Only Fund in the Eighties
19:19 • 4min
The Future of the Corporation in the Industrial World
23:33 • 5min
What Are the Fundamentals That Drive Seing Her Licking?
28:14 • 2min
Is the Digital Divide Going Digital?
30:09 • 4min
Is There a Longer Duration in Hedge Funds?
33:57 • 2min
Is There a Downward Spirale in the Asset Management Business?
36:08 • 5min
Is Your Job Harder Than Yours?
40:41 • 3min
The Power of Not Making Assumptions
43:13 • 4min
Transitions - Is That Too Soon?
47:05 • 4min
Using Hygiene to Maximize the Value of Your Business
51:28 • 5min
The Performance Chase to Day Is the Broad Us. Market
56:39 • 2min
What Didn't I Know About Sex?
58:18 • 2min
I've Got to Write a Book on the Changing Economy of the Oil and Gas Industry
01:00:04 • 3min
The Quantitative Side of Profitability
01:02:53 • 3min
Is There a Good Central Repository for Opportunity Cost?
01:05:41 • 5min
Is There Something to Intuition?
01:10:45 • 3min
I Can't Invest in Ted's Betting
01:14:12 • 2min
The Best Place to Invest Is in Yourself
01:16:10 • 5min
I Don't Think I'll Ever Retire, Right?
01:20:42 • 3min
How Do You Find Fulfillment?
01:23:13 • 3min
The System's Bible by John Gall
01:26:10 • 5min