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Altered Trajectory

6 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jul 13, 2026 by Baroness Dambisa Moyo · said 3 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Ted Seides (2), Baroness Dambisa Moyo (1)

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0112026episodes it came up in
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2026 3 mentions in 1 episode

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Everything said about Altered Trajectory, oldest first

Jul 13, 2026 bullish
Opinion
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.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 53:02 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Jul 13, 2026
Disclosure
Moyo: Family office Altered Trajectory slashed manager roster from 47 to 15.
“We went from 47 down to around 15.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 42:22 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Jul 13, 2026 negative
Disclosure
Moyo: Family office Altered Trajectory avoids bonds and leverage.
“We're more equity loving. We're not big on bonds. Anything that's on the leverage side is not exciting for us.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 40:45 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Jul 13, 2026 neutral
Disclosure
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.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 48:30 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Jul 13, 2026 bullish
Disclosure
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%.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 43:04 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
Jul 13, 2026 neutral
Disclosure
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…”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 51:02 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
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