Scott Aboukir

speaker
493 appearances 1 recordings 1 series first heard Jul 2026 last heard 17 Jul

Scott Aboukir’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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And then we've got to redeploy that at what will obviously be a better environment and higher valuations.
Or we could just do like the more boring thing and buy the SPY.
And I don't believe it's going to snap back like that.
I mean, this is in the moment, right?
It's not going to get like your immediate trading at 60% on the dollar to a hundred or whatever.
It's
But if you play it out over a few years, over the, let's just say, make the equal, look at the same to your timeframe, maybe you've got a 10 or 20% IRR.
But then at the end of that period, you still own something that's growing and that will continue to compound long-term.
So that's what we did.
We ended up like, it was just very good exercise for us to like, at the moment, there was so much stuff like that you could invest in and do.
It felt like if you were willing to put risk on, like all manner of things where people were saying like, this is the thing you should do to make a lot of money immediately.
And we just, we thought about that, but then it was so clarifying just to say like, we're going to keep it simple.
Like this is how we compound long-term.
And we did pile a bunch of money into a mix of like managers we like and like ETFs.
And so that was a huge, I mean, for us going in then 21, I mentioned like the equity rally that ensued was huge.
And a lot of that stuff we still own.
It's nothing sexy, but it's just ETF shares.
True.
And I think part of that is, like I said, you can't maintain relationships with everyone.
And we take our GP relationships very seriously, right?
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