Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust | #293

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 10 March 2021

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 293, we welcome our guest, Ted Seides, host of the Capital Allocators podcast and author of Capital Allocators: How the world's elite money managers lead and invest. In today’s episode, we go all the way back to Ted’s early days working under the great David Swensen at Yale to hear what makes him one of the most respected Chief Investment Officer’s in the world. Then we move on to his famous bet with Warren Buffett and hear how the real winner of the bet was the collateral set aside for the duration of the bet. After touching on what the Chief Investment Officer job entails and sharing the insights he’s learned from speaking with some of the top managers in the world, Ted shares how he invests his own money. We talk about Bill Ackman’s fund, SPACs, and even some crypto. All this and more in episode 293 with Ted Seides. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	What's up, friends? Great show today. Our guest is the host of one of my favorite
0:44.0	investing podcasts and is about to release his second book about how the world's
0:48.3	elite money managers lead and invest. Today's episode we go all the way back to our guests early days,
0:55.0	working under the great David Swinson at Yale
0:57.2	to hear what makes him one of the most respected chief investment
1:00.3	officers in the world.
1:02.0	Then we move on to his famous bet with Warren Buffett
1:04.3	and who hear the real one of that bet was.
1:06.7	And a hint, it wasn't Ted or Warren.
1:09.2	After touching on what the chief investment officer job
1:11.8	really entails and insights he's learned from literally speaking
1:14.5	with hundreds of the top managers in the world. Our guest shares how he invests his own money.
1:19.7	We talk about stonks, EDFs, private funds in VC,
	...

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