Capital Allocators – Inside the Institutional Investment Industry Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
Mar 22, 2021
In a captivating chat with Patrick O’Shaughnessy, a renowned podcaster and author, the conversation dives into the essence of investing and leadership. They reflect on the evolution of the podcast and the storytelling skills that enhance interviewing. The discussion spans navigating contemporary investment complexities, the role of technology in asset allocation, and the journey of writing a second book. Touching on aspirations to engage investment legends and the importance of parental sacrifice, this conversation is both insightful and heartfelt.
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Post-Interview Feedback
- Review recordings to identify areas for improvement, both in content and delivery.
- Analyze questions, identify verbal ticks, and learn from each interview experience.
Scaramucci Interview
- Ted Seides interviewed Anthony Scaramucci shortly after his White House departure.
- Scaramucci's candid comments required careful consideration for potential news impact.
Performance Divergence
- The extreme performance divergence, especially in US public markets, challenges traditional investment approaches.
- This divergence highlights the difficulty of navigating current market dynamics.
