Sep 5, 2022
Every so often, I share my thoughts on investing on the other
side of the mic. And occasionally, those ideas are different from
what I’ve shared in the past.
Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors podcast hosted by Haydn Brain. Opto identifies key themes and ideas to help investors get exposure to structural growth trends through a daily newsletter, magazine, and podcast.
Hadyn asked me some great questions that cover the difference in retail and institutional investing, aspects of my professional experience, insights from my conversations with Sam Zell, Joel Greenblatt, Chamath Palihapitiya, Mike Novogratz, and Dan Rasmussen, investing for the long-term, and reflections on the Buffett Bet.
Learn More
Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors podcast hosted by Haydn Brain. Opto identifies key themes and ideas to help investors get exposure to structural growth trends through a daily newsletter, magazine, and podcast.
Hadyn asked me some great questions that cover the difference in retail and institutional investing, aspects of my professional experience, insights from my conversations with Sam Zell, Joel Greenblatt, Chamath Palihapitiya, Mike Novogratz, and Dan Rasmussen, investing for the long-term, and reflections on the Buffett Bet.
Learn More
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Show Notes
(3:11) Capital Allocators Mission
(5:53) Ted’s
background
(10:16) Outperformance in the
GFC
(13:25) Insights in first
book
(16:40) Making Capital Allocators a
success
(19:41) Importance of
contrarianism
(23:26) Conviction for retail
investors
(29:54) Views on
Buffett
(35:02) Understanding digital
assets
(39:40) Themes for the next ten
years
(42:00) Thinking for the
long-term
(45:29) Summary of Ted’s
bet
(54:20) Closing
questions