Capital Allocators Monthly Newsletter - July 2022
monthly-email, news
August 1, 2022
Join our Mailing List to receive additional content each month, including Ted’s recent blog posts and premium content previews.
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Ted's Top Reads
uncategorized
July 29, 2022
To compound knowledge and relationships with our Premium members, we are sharing a list of Ted’s favorite reads. These are investing blogs, investment news, and interdisciplinary blogs that the Capital Allocators team read to keep up to date on professional best practices. Access the list here.
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Opto Sessions
news, podcast-episode
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
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
monthly-email
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
what-teds-thinking
June 25, 2022
“History Doesn’t Repeat Itself, but it Often Rhymes.” This famous expression (never actually said by Mark Twain) is frequently cited when trying to map the market terrain. The current downturn is no exception, with verses that rhyme with aspects of both the tech wreck in 2000 and the financial crisis in 2008. The potential for […]
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Capital Allocators Monthly - May 2022
monthly-email
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
what-teds-thinking
May 21, 2022
“Listen closely to the words I lay. It’s all about the wordplay.” Catchy phrases for investment themes can drive significant fund flows. In 2001 Jim O’Neill at Goldman Sachs coined the term “BRICs,” which catalyzed a surge of interest in equities from Brazil, Russia, India, and China. In 2013 Jim Cramer started referring to “FANG” […]
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Capital Allocators Monthly - April 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
what-teds-thinking
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.”[1] He described how strong performance leads to inflows, which can shift the investable opportunity set away from the one in which the manager thrived. Weak performance can lead to concerns over the stability […]
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