On March 10th, Ted appeared on the Meb Faber Show. The conversation covers 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 Officers in the world. They then 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.