#514: Ted Seides on The LP Perspective

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 17 March 2021

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ted Seides, CFA has spent 25 years as an institutional investor, allocating money to managers. He started in 1992 at the Yale University Investments Office, seven years after David Swensen arrived at Yale. Ted spent five years learning under David’s tutelage and departed to attend Harvard Business School shortly before David wrote the bible in the industry, Pioneering Portfolio Management. In 2017, Ted launched the Capital Allocators podcast, a series of interviews with leading Chief Investment Officers. His most recent book — CAPITAL ALLOCATORS: How the World’s Elite Money Managers Lead and Invest — will be published on March 23, 2021. In this conversation, we discuss the Yale Investment Office, Dave Swenson, asset allocation, rebalancing, asymmetry, ESG, Diversity and Inclusion, comfort being different, and crypto. ======================= Exodus is an absolute game changer in the crypto wallet space, and we’ve teamed up to offer an exclusive discount for you, as listeners of the podcast. Sign up for Exodus today using my promo code Exodus.com/pomp. This is a no brainer for both newcomers and crypto heavyweights - go sign up today. ======================= LMAX Digital is the leading institutional crypto currency exchange with current average daily columes of $2bn. Built on proven, trusted LMAX Group trading technology, LMAX Digital delivers a market-leading solution for trading and custodial services for the most liquid crypto currencies. Trading with all the largest institutions globally, LMAX Digital is a primary price discovery venue, streaming real-time market data to the industry’s leading indices and analytics platforms, enhancing the quality of market information available to investors and enabling a credible overview of the spot crypto currency market. Learn more at lmaxdigital.com/pomp ======================= Pomp writes a daily letter to over 140,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language, while sharing opinions on various aspects of each industry. You can subscribe at https://www.pompletter.com =======================

Transcript

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0:00.0	What's up, everyone? This is Anthony Pompliano. Most of you know me as Pomp. You're listening to the Pomp
0:05.2	podcast, simply the best podcast out there. Let's kick this thing off. Ted CITES has spent 25 years as an
0:12.2	institutional investor allocating money to managers. He started in 1992 at the Yale University
0:18.3	Investments Office, seven years after David Swenson arrived at Yale.
0:22.7	Ted spent five years learning under David's tutelage and departed to attend Harvard Business
0:26.9	School shortly before David wrote in the Bible, in the industry, pioneering portfolio
0:31.5	management. In 2017, Ted launched the Capital Allocators podcast, a series of interviews
0:36.9	with leading chief investment officers. His most recent book, Capital Allocators podcast, a series of interviews with leading chief
0:37.7	investment officers.
0:39.0	His most recent book, Capital Allocators, How the World's Elite Money Managers Lead and
0:43.3	Invest, will be published on March 23, 2021.
0:47.8	In this conversation, we discussed the Yale Investment Office, Dave Swenson, asset allocation,
0:53.6	rebalancing, asymmetry, ESG, diversity
0:56.7	and inclusion, comfort being different, and crypto. I really, really enjoyed this conversation
1:02.0	with Ted, and I hope you do as well. Before we get into the episode, though, I want to quickly
1:06.8	talk about our sponsors. First up is Exodus. Exodus is leading the world out of the traditional
1:12.0	financial system by building beautiful and user-friendly blockchain products. With its focus on
1:16.8	design and user experience, Exodus has become one of the most popular and loved cryptocurrency apps.
1:22.6	It's supported on both desktop and mobile, allowing you to sync your wallet across multiple
1:26.6	devices so you can
1:27.7	have access to your funds anywhere. You can instantly exchange around 100 different cryptocurrency
1:32.8	straight from your wallet. Interactive chart lets you view an asset's price history and your
	...

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