{"podcast":{"title":"Basis Points","slug":"basis-points-7236245","podcast_index_feed_id":7236245,"rss_url":"https://feeds.acast.com/public/shows/67bbf55519249d0c1a4bb224","website_url":"https://shows.acast.com/basis-points","image_url":"https://assets.pippa.io/shows/67bbf55519249d0c1a4bb224/1773125914423-3bb69816-d830-4ee3-bfb4-98891fc28829.jpeg","author":"Equity Mates Media","episode_count":57,"summary":"Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-15T08:18:10.126199+00:00","page_url":"https://stenobird.com/podcast/basis-points-7236245"},"episode":{"title":"Lessons from David Swensen: Equity bias, alignment of interest & why boring is beautiful","slug":"lessons-from-david-swensen-equity-bias-alignment-of-interest-why-boring-is-beautiful","published_at":"2026-05-12T19:01:00+00:00","page_url":"https://stenobird.com/podcast/basis-points-7236245/lessons-from-david-swensen-equity-bias-alignment-of-interest-why-boring-is-beautiful","show_page_url":"https://stenobird.com/podcast/basis-points-7236245","url":"https://shows.acast.com/basis-points/episodes/lessons-from-david-swensen-equity-bias-alignment-of-interest","audio_url":"https://sphinx.acast.com/p/open/s/67bbf55519249d0c1a4bb224/e/6a016b0fc58ea6afbaed94f0/media.mp3","summary":"Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one of the greatest long-term track records in history. Today’s guest is one of them. Anacacia Capital’s Jeremy Samuel, shares the lessons that shaped his approach across two decades of managing private and public markets. Chapters : 00:00 Introduction 01:22 Lessons from Yale Model 04:38 Equity Market Trends 08:58 IPOs & Liquidity Shifts 12:45 Boring but Beautiful Businesses 18:00 Active vs Activist Approach 21:02 Valuations & Risk Strategy 24:36 Active vs Passive Debate ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Anacacia Capital. To find out more about Anacacia or their funds head to https://www.anacacia.com.au Thanks to Anacacia Capital for helping us keep all our content on Basis Points, free. ——— Want more Basis Points? Sign up to the  Basis Points email Join the conversation  on LinkedIn Watch all episodes in full and relive some of our favourite clips  on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. E…","meta_description":"Few Australians can say they were mentored by the late David Swensen - the legendary former Chief Investment Officer of the Yale Endowment Fund with one o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1632,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/basis-points-7236245/episodes/lessons-from-david-swensen-equity-bias-alignment-of-interest-why-boring-is-beautiful/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/basis-points-7236245/lessons-from-david-swensen-equity-bias-alignment-of-interest-why-boring-is-beautiful.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}