TIP444: The Changing World of Endowments and ESG Policies w/ Ted Seides

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 1 May 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Trey invites back Ted Seides to discuss the influence of endowments and hedge funds in today's markets and the impacts of ESG policies. IN THIS EPISODE, YOU'LL LEARN: 07:16 - How hedge funds and endowments have changed over the last 20 years. 10:58 - The biggest misconceptions regarding endowment funds. 20:30 - The impact of ESG policies and how the narrative around them may be changing or evolving. 28:45 - Why Ted has abandoned his SPAC strategy. 44:54 - How endowments think through allocating across different asset classes, especially alternatives. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Related Episode: Listen to TIP343- How to Invest Like the Best w/ Ted Seides or watch the video. Related Episode: Listen to TIP170 - A Bet With Warren Buffet w/ Ted Seides or watch the video. Capital Allocators Podcast. Capital Allocators' Book. Ted Seides' Twitter. Trey Lockerbie's Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.2	On today's show, we have Ted Sides back to discuss the influence of endowments and
0:07.3	hedge funds in today's markets and the impacts of ESG policies.
0:11.9	Ted is the former president and co-CIO of Prodigy Partners.
0:15.3	In prior to that, he was a senior associate working under investing legend David Swinson
0:19.7	at Yale.
0:20.7	He's the host of the popular podcast Capital Allicators and the author of a great book with
0:25.4	the same name.
0:26.4	In this episode, we discuss how hedge funds and endowments have changed over the last 20
0:30.8	years.
0:31.8	The biggest misconceptions regarding endowment funds, how endowments think through allocating
0:35.8	across different asset classes, especially alternatives, the impact of ESG policies and
0:41.2	how the narrative around them may be changing or evolving.
0:44.2	Why Ted has abandoned his back strategy and a whole lot more?
0:47.6	Ted is always a very gracious guest and I always learn a lot from him.
0:51.3	I hope you enjoy it.
0:52.3	So here's my conversation with Ted Sides.
0:58.8	You are listening to the Investors Podcast where we study the financial markets and read
1:03.8	the books that influence self-made billionaires the most.
1:07.0	We keep you informed and prepared for the unexpected.
1:19.2	Welcome to the Investors Podcast, I'm your host, Tray Lockerby and I'm excited to have
1:23.4	back on the show, Mr. Ted Sides.
	...

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