Indexing

topic on 2 shows · 14 statements across 10 episodes

Capital Allocators 20VC

14 statements about Indexing, every show

CAPITAL ALLOCATORS Assertion Partly supported
Grantham: Index investing now represents over half the market
“Then it started to get traction, and in the last 25 years took off, and is now more than half the market.”
Jeremy Grantham Mar 23, 2026 ▶ 55:38 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Grantham: Future markets might tax stocks to fund human price discovery
“In the end, you have to have some price work. You have to find a way of paying a few thousand good analysts to help price the equities, and I don't know how they will work it out. It's over my pay grade, but one day in the distant future, there might be a very…”
Jeremy Grantham Mar 23, 2026 ▶ 56:02 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
20VC Insight
Taneja: Indexing major tech trends in peak ambiguity beats picking winners
“In certain parts of the stack indexes and indexing, if you can afford to, you have the capital base too. It's a better strategy than trying to pick in a world of peak ambiguity.”
Hemant Taneja Sep 22, 2025 ▶ 1:21:45 General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
Asness: Value spreads suggest smart money has also moved to indexing
“Given what we've seen with particularly value strategies and this fact that spreads between cheap and expensive are still considerably wider and recently hit their widest level ever, I don't think there's a lot of evidence that only the dumb money has left and…”
Cliff Asness May 13, 2024 ▶ 41:36 Cliff Asness - Simple Investing is Hard (EP.385)
Asness: Social media and ubiquitous data make market inefficiencies longer-lasting
“I think the ubiquity of data, social media, maybe indexing, these things have added up to a market where inefficiencies are bigger and last longer.”
Cliff Asness May 13, 2024 ▶ 55:05 Cliff Asness - Simple Investing is Hard (EP.385)
Forman: Decentralized crypto index products have limited product-market fit
“And I think if you think about that category today, it's grown quite a bit, but it still has, I would say, limited product market fit.”
Ben Forman Jun 20, 2022 ▶ 45:29 Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
Bonafede: Traditional investment processes fail to justify active management fees
“If you think about how rudimentary the other processes are that literally trillions of assets are invested in, at this point in this seat, I'm not quite sure why everybody feels so comfortable with their current frameworks. Because again, you could index and p…”
Julia Bonafede Jul 29, 2021 ▶ 51:01 Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
CAPITAL ALLOCATORS Assertion Supported
Indexing grew from under 10% to over 50% of equity mutual funds
“In 1997 indexing was under 10% of mutual fund assets. And now it's over 50% of mutual fund assets on the equity side.”
Fran Kinniry Jan 18, 2021 ▶ 1:00:12 Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
Index investing does not set market prices; it only mimics active managers
“Indexing does not set price. So indexing is a mimicking strategy of active managers.”
Fran Kinniry Jan 18, 2021 ▶ 1:01:13 Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
Index market share must reach 80-90% before harming market price discovery
“You would have to see indexing get to somewhere of the magnitude of, you could put out a number there, 80, 85, 90%. Before it actually had some type of concern with the market.”
Fran Kinniry Jan 18, 2021 ▶ 1:02:24 Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Greenblatt: Active management business will suffer, but stock picking opportunities will grow
“I think the world will continue to get harder for active managers as far as a business is concerned. But if you're a stock picker, if you're an active manager and you're an individual stock picker, the world's getting better for you because less people are doi…”
Joel Greenblatt Nov 23, 2020 ▶ 50:45 Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Siegel: Passive indexing's tipping point lies between 80% and 95% ownership
“I think there is a tipping point in that we're nowhere near it. It probably is somewhere past 80 and before 95. I'd be very surprised if we ever get there, because as you approach that point, fewer and fewer dollars are managed actively, and it should become e…”
Larry Siegel May 11, 2020 ▶ 15:18 Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
Non-index investing only works with an exceptional and largely uncopied edge
“I'm talking about if you are really an exception in the way you invest, you don't have to index. You can do something that's really different, but you have to be really good at your exceptional way of doing things, and you have to be not very widely followed o…”
Charlie Ellis Jul 30, 2018 ▶ 52:39 Charley Ellis - Indexing and Its Alternatives (EP.62)
Mauboussin: DOL Fiduciary Rule Accelerated The Shift To Passive Indexing
“So I think the DOL rule itself was probably a pretty important specific catalyst for acceleration of indexing.”
Michael Mauboussin Jan 8, 2018 ▶ 19:00 Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)

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