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LIV Golf is Asset Management in Reverse

August 5, 2022
The world of professional golf is ablaze with a new competitive threat to the established PGA Tour. Backed by funds from the Saudi Sovereign Wealth Fund and insights from former professional and savvy businessman Greg Norman, LIV Golf is plowing $1 billion into wooing golfers to compete on their new tour.
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Opto Sessions

July 28, 2022
In this podcast, Ted discusses how he interviews money managers to find out their secrets to success. Listen Here. 
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Outside In with Jon Lukomnik

July 19, 2022
Ted appeared on the podcast to discuss finding that manager who so blows you away on every level, learnings from his bet with Buffett, generating investing success and giving to charity. Watch the episode Here.
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Capital Allocators Monthly - June 2022

July 1, 2022
"The cure for anything is salt water: sweat, tears, or the sea." - Isak Dinesen Announcements CAU Decision Making Bootcamp. Join us for a one-hour bootcamp on decisionmaking, one of the most popular classes of Capital Allocators University. Ted will teach actionable frameworks with special clips from Annie Duke. You'll learn tips to take back […]
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History Rhymes with the Downturn

"History doesn't repeat itself, but it often rhymes."
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Capital Allocators Monthly - May 2022

June 1, 2022
“Liquidity crises are like dynamite fishing: the explosion wreaks widespread destruction, but it takes a while for the bigger fish to surface.” - GaveKal Research Premium SampleCapital Allocators Premium members receive transcripts, Ted's investment blog, gatherings with show guests, and a weekly email. This month, we’re giving access to Ted’s most recent blog. The Problem […]
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What's In a Name? The Problem with ESG

“Listen closely to the words I lay.  It’s all about the wordplay.” - Jason Mraz
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Capital Allocators Monthly - April 2022

May 1, 2022
"Take the high road. It’s less crowded." - Warren Buffett Premium SampleCapital Allocators Premium members receive transcripts, Ted's investment blog, gatherings with show guests, and a weekly email. This month, we’re giving access to Ted’s most recent blog. The Melvin Dilemma. In the early days of institutional interest in hedge funds, Byron Wien published a […]
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The Melvin Dilemma

April 26, 2022
In the early days of institutional interest in hedge funds, Byron Wien published a paper entitled “The Inherent Instability of Hedge Funds.” He described how strong performance leads to inflows, which can shift the investable opportunity set away from the one in which the manager thrived, and weak performance can lead to concerns over the […]
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Capital Allocators Monthly - March 2022

April 1, 2022
“Human beings cannot comprehend very large or very small numbers.” – Daniel Kahneman “The struggle ends when the gratitude begins.” – Neil Donald Walsh Announcements Investing. Ted has been thinking about how to share investment opportunities with our community. Please reach out if you would like to learn more. Email Us Here! Hot Jobs to […]
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