The Investment Office by Ivy Invest

E15: To DCA or Not To DCA, That Is The Question

What would you do if you had $1 billion to invest in stocks? In 2019, Wendy faced that question — and the math said invest all at once. They didn't. Wendy and Matt on lump sum vs. DCA, why it's not market timing, and how the framework flips for private markets. Wendy's full post on DCA theory vs. practice: https://askacio.ivyinvest.co/p/theory-vs-practice Learn more about Ivy Invest: https://ivyinvest.co

E14: Two Decades of CIO Wisdom

Not many people have built three institutional investment offices from scratch. Colin Ambrose has – he's the show's first LP guest, and also Wendy's longtime mentor. They discuss what endowment investing actually is, how institutional investors evaluate risk, and the one due diligence question Colin asks every fund manager. Learn more about Ivy Invest: https://ivyinvest.co

E13: You Think You Own SpaceX, But ...

SpaceX just filed for the largest IPO in history — but thousands of investors may not own what they think they own. We break down the hidden layers, fees, and fraud risks in the private shares market. Plus Matt shares his own SpaceX investment from 2018. Referenced article: Reuters [https://www.reuters.com/business/finance/spacex-ipo-leaves-some-private-share-buyers-unsure-what-they-own-2026-03-25/] on SpaceX secondary buyers Learn more about Ivy Invest: https://ivyinvest.co

E12: Surviving as a Short Seller, w/ Carson Block, CEO of Muddy Waters Capital

Wendy is joined by Carson Block, founder of Muddy Waters Capital, an activist, research-oriented hedge fund best known for its short positions. Carson shares his journey from operating a self-storage business in China to running an investment firm whose research has contributed to at least 11 public company delistings. He discusses: * His framework for identifying short opportunities * Where many short sellers make mistakes * Why he continues to publish his research publicly * How he approaches risk management * Why he's worried about AI ---Learn more about Muddy Waters at https://muddywatersresearch.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWFpU0lCYjk5U05iR3JWUktWSmdhLW8tSDYxd3xBQ3Jtc0trdldLZ0tTVXBUcWNjbGRBTU1YSDM1aklfTXFJOGpBZlZ3Q1V6MUlsN0doYnEza1RZbXR6dG1rdTZLSmY0MUExdHM1a2VLNWc3c29pZnExd3Z0TWFRR0c1Y3RjRjBPaEFULUNucGFzdDk5dnBHMERRVQ&q=https%3A%2F%2Fmuddywatersresearch.com%2F&v=-vt93BAf74c]Learn more about Ivy Invest at ⁠⁠⁠⁠⁠⁠https://ivyinvest.co [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTlEMVMwVm1DN0QtbTRvejRraGZpaG5lSVhoUXxBQ3Jtc0trY0N5clZxZkJFQmVFQzZDTmlTaVhlc1Vza0dYQjQzS1lCTDlmc0FUOFFiUXJvcmVLaE9HLWNvZXpaS2dadGJFZnQwTDZkY1ViQmpBLWF2OGg3WVQ4bDhxdHlwZS01Nm5aeE1aQVQ3ZVJOZDdMM1htQQ&q=https%3A%2F%2Fivyinvest.co%2F&v=-vt93BAf74c]⁠⁠⁠⁠⁠⁠.Subscribe to Wendy's newsletter, Ask a CIO: ⁠⁠⁠⁠⁠⁠https://askacio.ivyinvest.co [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0NIQXJ4Q2ZCMHduMklseWdFd1U5aTA0LWVFZ3xBQ3Jtc0tuU2RNc0JPODJadV9CeWhJT0N0UkRHcHVrX1Jpb1Z3X0tKMHA5X1FBa2JTOWNfc1N5NGE4NlkzeUMxNjhULUJycnBnVFdyd2UzTEhjSVlvb21lbFUxcjhoTHNFa05mXzJ1dUtKVTJJOTJma0xnNHZUWQ&q=https%3A%2F%2Faskacio.ivyinvest.co%2F&v=-vt93BAf74c]⁠⁠

E11: Private Company Investing: Buyer Beware?

Investing in individual private companies might make for good cocktail party talk, but will it drive good returns? This week, Wendy and Matt discuss why even sophisticated institutional investors typically invest in funds rather than participate in standalone individual private company financings. They cover the challenges of evaluating single company investments and how the rise of AI may exacerbate risks. ---Learn more about Ivy Invest at ⁠⁠⁠⁠⁠⁠https://ivyinvest.co [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl9oQ3lJQVVUeGQ2V1doOThaejJXbFRvYWFaZ3xBQ3Jtc0ttX29mUXlxVnNSUFBnRGlFZGwteG9xR0J0YjlLOTlNNXdFa0QwTHo2V0pMNXpvcUMwVzVEaEgwZUlUSUY5YW5GUDhKbDNpZjJxNXBzTFZ5TUZRRHJYMkxObTlKNXJKUDlZOHJMeHd5RWdUVFpLVDUyRQ&q=https%3A%2F%2Fivyinvest.co%2F&v=5YrjFl5BWaA]⁠⁠⁠⁠⁠⁠.Subscribe to Wendy's newsletter, Ask a CIO: ⁠⁠⁠⁠⁠⁠https://askacio.ivyinvest.co [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3ZhUzZKTHBjNjFjSHh3WHJBa2dOQ1hnMjdQZ3xBQ3Jtc0tuVGpGX0FWWXM4cjRKbkx5OEtMb252eHFnQUtJSC11SVJYQWYwTTBTWnVRSWFySE5HMGc0T3ZsX0toZjNDS1BiNzNUYkNyWnNJVXlTSkl4c1RTcG02TURDS2J3QmJ1a0N5X1F1U1d3TFRaWms1R0dyMA&q=https%3A%2F%2Faskacio.ivyinvest.co%2F&v=5YrjFl5BWaA]