Every so often, I share my thoughts on investing on the other side of the mic. And occasionally, those ideas are different from what I’ve shared in the past.
Recently, I appeared on the Opto Sessions Interviews with Extraordinary Investors podcast hosted by Haydn Brain. Opto identifies key themes and ideas to help investors get exposure to structural growth trends through a daily newsletter, magazine, and podcast.
Hadyn asked me some great questions that cover the difference in retail and institutional investing, aspects of my professional experience, insights from my conversations with Sam Zell, Joel Greenblatt, Chamath Palihapitiya, Mike Novogratz, and Dan Rasmussen, investing for the long-term, and reflections on the Buffett Bet.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership
Show Notes
(3:11) Capital Allocators Mission
(5:53) Ted’s background
(10:16) Outperformance in the GFC
(13:25) Insights in first book
(16:40) Making Capital Allocators a success
(19:41) Importance of contrarianism
(23:26) Conviction for retail investors
(29:54) Views on Buffett
(35:02) Understanding digital assets
(39:40) Themes for the next ten years
(42:00) Thinking for the long-term
(45:29) Summary of Ted’s bet
(54:20) Closing questions