

WTT: The Next Alpha Frontier
Jan 13, 2024
Explore the evolving investment landscape shaped by economic challenges and geopolitical risks. Discover the concept of 'internal alpha,' emphasizing the importance of reducing mistakes to achieve investment success. Learn about Capital Allocators University, a program designed to enhance the skills of experienced allocators through collaborative learning and expert insights. This discussion provides fresh perspectives on making strategic investment decisions in a competitive world.
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Chapters
Transcript
Episode notes
Investing as a Loser's Game
- Investing is becoming a loser's game, like tennis.
- Focus on minimizing errors instead of hitting big winners.
Internal Alpha
- Focus on "internal alpha," which means minimizing mistakes.
- Fortunately, the skills to reduce unforced errors are learnable.
Capital Allocators University
- Attend Capital Allocators University (CAU) to improve internal alpha skills.
- CAU offers modules on various skills like time management, interviewing, and leadership.