Ted Seides - Latest News and Information
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
The S&P 500 remains the standard benchmark—but its current makeup may no longer reflect the broad, diversified U.S. exposure investors assume. What does that mean for passive investing, manager evaluation, and portfolio decisions? https://t.co/WLekmvu2T3
"If praise is affirmation, criticism is investment. We need to create cultures where people are not only receiving criticism well but seeking it out, because that's the only way to grow." -Will Guidara (EP.492) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
"Adversity is a terrible thing to waste. I look back at my most difficult moments with gratitude; had they not happened, I wouldn’t have achieved what I did next." -Will Guidara (EP.492) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
"Through AI, it's become cheap and democratized to create fake things. You need a way to go back to the source and prove what's real. That's where blockchain and AI meet." - Ryan Lovell (EP.491)
"Owning a stock today is owning a static database entry. Tokenization means the entire representation of that asset becomes software — and software can interact with other software." - Ryan Lovell (EP.491)
Modern finance runs on invisible plumbing—and Chainlink is upgrading the pipes. A conversation with Ryan Lovell of Chainlink Labs on tokenization, stablecoin, institutional adoption, and how blockchains (and AI) create a single source of truth for financial transactions. https://t.co/SZGGyveHHV
"Recognize when your cup is full. You were meant to be with people and have these moments in your life that teach you something. When you have achieved that, make space to teach others." - @katelin_cruse (EP.490) With thanks to @AlphaSenseInc, @MorningstarInc,...
"Human capital work is risk management disguised as empathy." - @katelin_cruse (EP.490) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Venture capital is ultimately a people business. A conversation with @katelin_cruse of Seven Seven Six on bringing a human capital lens to investing: how Pixar and Reddit shaped her philosophy, and why sourcing and supporting founders takes as much EQ...
"Any repeatable process that generates significant alpha in fundamental investing is going to get competed away." - @GavinSBaker (EP.489) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across...
"If you look at the hard numbers, China is capital starved right now—it's the least crowded trade in the world." - Ed Grefenstette (EP.488) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
"If there is a violent drop in public equity prices, we cannot be in a position where we're taking money out of the public book and sliding it into the private book. That's the ultimate sin of our job." - Sean...
"You have market-making strategies or market-taking strategies. You want to balance across them because market-making strategies tend to be reversion and market-taking strategies tend to be momentum." - Bobby Jain (EP.497) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Hedge fund portfolios are being shaped by the shift from banks, multi-manager scale, and public/private convergence. Bobby Jain (CEO/CIO, Jain Global) on launching a $6B multi-strat, talent & risk management, and portfolio construction. https://t.co/BfZsVcl2vY With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
