Latest / Capital Allocators – Inside the Institutional Investment Industry
The Bet with Buffett (Capital Allocators, EP.05)
Today's show is a little different from my ongoing series of conversations with Capital Allocators. As you probably know, about 9½ years ago I made a bet with a certain Oracle, in Omaha, that pitted the performance of a group of five hedge fund of funds against the S&P 500.
In this year's annual letter to Berkshire Hathaway shareholders, Warren wrote extensively about his views. You can find that letter at www.berkshirehathway.com/letters.
Now I haven't said a lot about the bet, although fairly often I'm asked how it came about, why I made the bet, what I really think about hedge funds and…
The skinny
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