Cade Massey is a Professor at the Wharton School where his research focuses on judgment under uncertainty, or how, and how well, people predict what will happen in the future. In particular, he studies people analytics, or how to predict who will perform well in the future. Cade is the co-host of the “Wharton Moneyball” podcast and for many years, he’s studied talent selection at the NFL draft, which frames our discussion in advance of this year’s draft next week.   Our conversation starts with Cade’s work in the NFL with data, character assessment, and performance measurement.  We turn to decision-making lessons, including the importance of independence, understanding objectives, tracking decisions, and overcoming algorithm aversion. Along the way, we touch on stories from his work with Google, Wharton’s MBA Admissions, and Teach for America. We close with advice for allocators and insights for this year’s NFL draft.   Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 

Yen Liow is the founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York that manages long-short and long only products. Yen founded Aravt after a long stint at famed family office Ziff Brothers Investments, where he was part of the team that managed a market, neutral long-short hedge fund in a culture of framework thinking and continuous improvement.   Our conversation covers Yen’s background, experience at ZBI, and lessons about process, competitive edge, and training. We then turn to his application of those lessons to Aravt Global. We discuss three right tail strategies for long positions, the challenges in owning compounders, the art of short selling, portfolio construction, game selection, drivers of success, and challenges going forward.   For those lovers of learning about the nuance of public equity investment strategies, you’re in for a real treat.   Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript