How historical and expected returns for university endowments can guide us in setting reasonable return expectations. We also analyze managed futures strategies to see how they work, how they have performed, and how to use them in your investment portfolio. Show Notes 2025 NACUBO-Commonfund Study of Endowments (NCSE) Results—NACUBO Princeton University cuts expectation for endowment returns by Sun Yu—The Financial Times Demystifying Managed Futures by Brian K. Hurst, Yao Hua … [Read more...]
524: Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us
How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been. Topics covered include: Show Notes Letter Sent to Harvard 2025-04-11—Harvard Harvard Response 2025-04-14—Harvard Trump Administration Will Freeze $2 Billion After Harvard Refuses Demands by Vimal Patel—The New York Times Should Harvard Be Tax Exempt? by The Editorial … [Read more...]
348: Listener Q&A
We answer over a dozen questions from listeners on investing, housing, retirement, business, podcast production, and more. Topics covered include: Episode Sponsors Policygenius Clear - Use code David for two months free Books Mentioned in This Episode Complexity, Risk, and Financial Markets by Edgar E. Peters The Black Swan by Nassim Nicholas Taleb The Misbehavior of Markets by Benoit Mandelbrot An Economist Walks into a Brothel—And Other Unexpected Places to … [Read more...]
