Altered Trajectory
topic on 1 show · 6 statements across 1 episodes · said 3 times in 1 episodes since 2026
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Capital Allocators 3
2026 3 mentions in 1 episode
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6 statements about Altered Trajectory, every show
Moyo: Perpetual endowments have greater appetite for long-term China bets.
“They have more appetite and more willingness to take the longer China bet than we might because we're going to die at some point and somebody else is going to be responsible for the endowment.”
Moyo: Altered Trajectory limits tech exposure to focus on core human needs.
“Concentration is a big risk that we manage actively. Not getting too carried away with tech, tech light, or tech adjacent. There's a lot of opportunity in what I would call bog standard elements of human existence. Food, pharmaceuticals, healthcare. Not gettin…”
Moyo: SpaceX venture valuation is completely delinked from historical PE averages.
“We are in SpaceX. From the venture exposure, you start to look at where these things are trading, completely delinked from 16 times PE average over the past decades or so. It's just hard to justify.”
Moyo: Family office Altered Trajectory allocates 30% to 35% to tech venture.
“It skews quite heavily to tech, particularly in the venture part of the portfolio, probably around 30 to 35%.”
Moyo: Family office Altered Trajectory slashed manager roster from 47 to 15.
“We went from 47 down to around 15.”