The Bet with Buffett – Hedge Funds vs. The S&P 500, w/ Ted Seides

This coming weekend is the annual Berkshire Hathaway shareholder meeting in Omaha. That means this week is the perfect opportunity to discuss a topic which will likely figure prominently at Berkshire this weekend: Ted Seides’s famous bet with Buffett. Ted and I discuss the origins of the bet, the nuances beneath the headlines, and whether…

SPECIAL EPISODE: Introducting the Capital Allocators Podcast, with Ted Seides

Asset managers spend considerable time and effort trying to get to know capital allocators. Luckily, there is now a bit of a shortcut–at least to understanding what drives their investing decisions and their world views. Today, my good friend Ted Seides is launching his podcast, Capital Allocators. I’ve published the first episode below: Ted’s great conversation…