Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators to provide objective and comprehensive data to form actionable ideas from leading indicators and emerging trends. He is also the author of three books, the most recent of which, The Myth of Capitalism: Monopolies and the Death of Competition, received widespread acclaim earlier this year.
Our conversation covers Jonathan's unusual upbringing, learning about currencies from Big Macs, building economic and liquidity forecasting models, and catering Variant Perception's research to investors. We then turn to The Myth of Capitalism, discussing the history, causes, and ramifications of the absence of competition in U.S. industries, natural and unnatural monopolies, examples in the tech giants, funeral home operators, airports, and hospitals, and what can be done to counter this negative trend.
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Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
WTT: The Investment Manager Playbook - What Allocators Don't See
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Dan Tennebaum - The Case for India at India Capital (EP.387)
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
Cliff Asness - Simple Investing is Hard (EP.385)
Classic Deal - Burger King by 3G Capital (EP.384)
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
David Morehead – Top Down Allocation at Baylor (EP.381)
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
Nigel Dawn - Secondaries in Private Markets (EP.378)
WTT: The Investment Office Playbook - What Managers Don’t See
Breeding Grounds – Carnegie Corporation of New York (EP.377)
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
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