Joe Lonsdale: American Optimist

Ep 68: How to Generate Alpha in Volatile Markets with Jacob Miller of Opto Investments


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Will high interest rates and inflation be the norm for the foreseeable future? Are we living through a 1970s redux? How should investors navigate these uncertain times?

We discuss the volatile financial markets with Jacob Miller, co-founder of Opto Investments [an 8VC Build company] and head of its Advisory Practice. Jacob studied economics and classics at the University of Chicago and cut his teeth at Bridgewater Capital, the world's largest hedge fund. In this episode, he draws on historical parallels to explain why the U.S. is heading into a long-term debt cycle similar to the late 1970s, and why a prolonged period of readjustment is more likely than a major crash.

He discusses the challenges investors face in the coming years, and why it's vital to find differentiated investments that can generate alpha. One area of opportunity is the private markets, but they have been historically difficult to access and navigate. Jacob explains how Opto is equipping wealth managers with a new tech-enabled platform to understand and invest in these markets with confidence.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com
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Joe Lonsdale: American OptimistBy Joe Lonsdale

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