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Capital Allocators Monthly - January 2019

February 5, 2019
As always, please feel free to forward this email to friends. Here Ye, Here Ye We crossed ONE MILLION downloads on the podcast (cue: Dr. Evil from Austin Powers). If you missed the separate Capital Allocators News Flash, you can sign up to receive our new weekly blog in your inbox here. Reading (Ordered by […]
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What Happened When I Met Jack Bogle

February 5, 2019
This article originally appeared here in Institutional Investor on January 31, 2019 The Vanguard founder espoused low-cost index investing. I was a well-known investor in hedge funds. But one evening, Warren Buffett brought us together.  I only met Jack Bogle once — and that one time proved memorable for both of us. Jack was the […]
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Capital Allocators Monthly - December 2018

January 2, 2019
  Every year we turn over the calendar and start fresh.  Some years it feels daunting.  This time, maybe not so much! As always, please feel free to forward this email to friends. Reading I ordered this list by reading time:  tweets first, books last, and blog posts and articles somewhere in between. 1.  Tweets […]
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Capital Allocators Monthly - November 2018

November 30, 2018
  Please feel free to forward this email to friends and colleagues. Readings are few in quantity, very high in quality this month.  Found a few new terrific listens as well. Reading 1. Tom Wright and Bradley Hope, Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World The news of the scandal […]
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Capital Allocators Monthly - October 2018

October 31, 2018
  I've been on the speaking circuit of late.  Great to catch up with lots of investors and allocators and looking forward to more in the coming weeks. If you'd like to receive reminders of podcast episodes or blog posts as they get published, you can subscribe to the blog (distinct from this monthly email). […]
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Origins of an Investing Podcast

October 14, 2018
Published on Medium on October 14, 2018 Did you find the podcast, or did the podcast find you? On a wintry day in February 2016, I sat on a chair lift at Haystack Mountain in Vermont with my friend Gregg Clark. Gregg is a warm-hearted guy who I’m quite sure could be a world-champion on Jeopardy. […]
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What Billy Beane and Jim Simons Have in Common

October 1, 2018
  Published in Institutional Investor on September 28, 2018 Major League Baseball’s playoffs are approaching, and I’m left with a vexing question. What does Billy Beane know that we don’t? Billy Beane is the General Manager of the Oakland A’s and protagonist of Michael Lewis’ Moneyball. He spoke at a Goldman Sachs Prime Brokerage conference […]
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Capital Allocators Monthly - September 2018

September 28, 2018
  Investing is simple, but it's not easy. Although I don't trade much, last year I bought Bitcoin in September at prices ranging from $3,500 - $15,000 thinking I would hold it for the long-term. I sold it all in December at $17,500 when I couldn't stomach the volatility (even though it was all upside […]
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The Death of Passive Management

September 10, 2018
  Published in Institutional Investor on September 9, 2018 Once upon a time, allocators in public markets chose between passive and active management. You could buy broad-based, cap-weighted, passive exposure to U.S. equities (the S&P 500 index), global equities (MSCI ACWI), or bonds (Lehman Aggregate) at a low cost, or you could pick among active […]
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Capital Allocators Monthly (Aug 2018)

August 30, 2018
  Back to school, back to work! I'm diving into research on funds investing in Economic Opportunity Zones on behalf of a family for whom I serve as CIO.  I first heard about EOZs in my conversation with Manny Friedman. The newly created bi-partisan section of last year's tax legislation is a no-brainer for taxable investors […]
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