Seth Masters

7 statements across 1 episodes · 1 bullish · 3 bearish · 1 people on the record · first statement Jan 29, 2018 by Seth Masters · across every show →

On the record as a speaker too: Seth Masters's record, appearances and statements → this page counts the times other people say the name.

Everything said about Seth Masters, oldest first

Jan 29, 2018 negative
Assertion Supported
Commercial investment risk models rarely use data older than ten years
“Almost no one has risk models that use data that goes back further than 10 years, let alone 20 or 30.”
Seth Masters Jan 29, 2018 ▶ 50:16 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jan 29, 2018 neutral
Insight
Major inflationary episodes occur a generation apart as institutional memory fades
“If you look at inflationary episodes, they tend to occur about a generation apart. And I don't think that's a coincidence. I think that inflation is such a huge systemic problem when it happens, and so devastating to both the financial system and also the poli…”
Seth Masters Jan 29, 2018 ▶ 52:21 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jan 29, 2018 bearish
Prediction Not checkable as stated
Masters: The next inflation surprise will throw markets completely haywire
“And so when we do have the next inflationary surprise, It's going to throw all of this completely haywire and it's going to be underpriced in the market as well.”
Seth Masters Jan 29, 2018 ▶ 51:09 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jan 29, 2018 neutral
Disclosure
Seth Masters evaluates roughly two dozen startup pitches per week
“I think probably in a typical week I end up at least learning about maybe a couple dozen companies, probably talking to something per week on the order of, you know, four or five of them, and then selecting maybe in a given week one of those to really focus on…”
Seth Masters Jan 29, 2018 ▶ 59:13 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jan 29, 2018 neutral
Prediction Not checkable as stated
Masters: Financial Paradigm Shifts Require Crises and Take Longer Than Expected
“I think you will see change happening, but A, not in a linear fashion. It will be stimulated by whatever the next crisis is, and B, it will take longer than you think.”
Seth Masters Jan 29, 2018 ▶ 39:38 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jan 29, 2018 positive
Insight
Masters: First-time angel investors should join syndicates rather than invest alone
“I think it's really important if you're going to be an angel investor to be in a group for a whole bunch of reasons. One is you're not going to know what you're doing, so at least do it with other people who possibly do know what they're doing.”
Seth Masters Jan 29, 2018 ▶ 56:58 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jan 29, 2018 negative
Opinion
Masters: Western Macroeconomic Theory Was Largely Inapplicable to China
“Macro was actually almost useless for people in China because it was all based on a set of institutions that didn't exist there, and actually still don't in many ways.”
Seth Masters Jan 29, 2018 ▶ 10:21 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
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