John Pfeffer
person on 2 shows · 6 statements across 1 episodes · said 5 times in 2 episodes since 2021
David Senra 3 
Capital Allocators 2
On the record as a speaker too: John Pfeffer across every show, appearances and statements → this page counts the times other people say the name.
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David Senra 3Capital Allocators 2
2025 3 mentions in 1 episode
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6 statements about John Pfeffer, every show
Pfeffer's family office builds a new business from scratch every few years.
“Our ideal model would be to try to build a sizable business every few years from scratch, but with a limited part of our capital, and the rest is just portfolio, and we invest in all kinds of things.”
Pfeffer caps family office entrepreneurial venture exposure at 15% of assets.
“Notionally, the idea is, look, even at peak, you don't want more than, say, call it, 15% of assets at cost exposed to the entrepreneurial venture of the moment.”
Pfeffer initially allocated a low single-digit percentage to Bitcoin all at once.
“Low single digit percentage. And we did it all at once.”
Pfeffer argues Bitcoin entry price is immaterial due to its binary payoff.
“Whether you're buying Bitcoin at 700 dollars or 7000 dollars or 17,000 dollars is frankly less material because you're either going to lose all your money or make a big multiple. There's no way it's going to be worth if whatever it is, 9000 dollars today, four…”
Pfeffer exited all fund crypto holdings except Bitcoin due to valuation concerns.
“Came to the view that I said, you know what, actually, look, at the time it was, I just don't see how the current values of anything but Bitcoin can be justified, and we got out of everything but Bitcoin, and that enabled us to take our basis plus a return out”