WTT – Playing for Tomorrow
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
April 8, 20236m 51s
Audio is streamed directly from the publisher (pscrb.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The mismanagement of SVB's balance sheet got me thinking about other times in the past investing through periods when asset prices felt inflated across the board. Institutions strive to meet return hurdles pretty much year-in and year-out, but that's not how markets work. Playing for Tomorrow discusses one of my favorite long-term investing disciplines – positioning portfolios to play for opportunities yet to come. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership