Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us

Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us

How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been.

Topics covered include:

  • What has led to the financial crisis at Harvard
  • What actions has the university taken
  • How do endowments invest and spend their funds
  • How endowments maintain intergenerational equity
  • How we can apply the principles universities use in our own investing


Sponsors

NetSuite

LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Letter Sent to Harvard 2025-04-11—Harvard

Harvard Response 2025-04-14—Harvard

Trump Administration Will Freeze $2 Billion After Harvard Refuses Demands by Vimal Patel—The New York Times

Should Harvard Be Tax Exempt? by The Editorial Board—The Wall Street Journal

Fact Sheet: President Donald J. Trump Reforms Accreditation to Strengthen Higher Education—The White House

At Grim Town Hall, Harvard Medical School Leaders Tell Staff to Expect Layoffs and Far-Reaching Cuts by Avani B. Rai and Saketh Sundar—The Harvard Crimson

Can Harvard Use Its Endowment To Make Up For Federal Cuts? It’s Possible, but Not That Simple. by Avani B. Rai and Saketh Sundar—The Harvard Crimson

Yale Weighs $850 Million Bond Sale Amid Trump’s Higher Education Attack by Elizabeth Rembert and Amanda Albright—Bloomberg

Yale seeks to sell billions in private equity investments as political pressures from Trump mount by Liese Klein—CT Insider

2024 NACUBO-Commonfund Study of Endowments—NACUBO

Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts by Matt Toledo—Chief Investment Officer

Big investors borrow against private equity holdings amid cash crunch by Amelia Pollard and Antoine Gara—The Financial Times

Related Episodes

402: Why Student Debt Is So High and Forgiving It Doesn’t Fix the Problem

245: Is College Worth It?

180: Can You Outperform Harvard’s Endowment?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(571)

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter mo...

10 Joulu 202523min

Burnout, Breaks, and the Courage to Spend with David Bach

Burnout, Breaks, and the Courage to Spend with David Bach

David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's i...

19 Marras 202542min

Sports Betting Is Not Investing

Sports Betting Is Not Investing

Can you really make money sports betting on low-risk, high-probability events?Topics covered include:The growing size and influence of the U.S. sports betting marketRecent sports betting scandalsHow s...

12 Marras 202520min

Hoarding, FOMO, and Zcash: A Private Bitcoin

Hoarding, FOMO, and Zcash: A Private Bitcoin

What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In...

29 Loka 202521min

Don’t Take Financial Advice from AI

Don’t Take Financial Advice from AI

How AI gets simple finance wrong, and how to make it work for you, not mislead youTopics covered include:How AI ignores the time value of moneyA detailed example of ChatGPT misleading by making a simp...

22 Loka 202526min

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind go...

15 Loka 202518min

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable in...

8 Loka 202526min

Money for the Rest of Us Update

Money for the Rest of Us Update

This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exclusive Plus member livestream on the forces shapin...

24 Syys 20256min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
rss-lahtijat
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-sisalto-kuntoon
inderespodi
leadcast
rss-laakispodi
rss-seuraava-potilas
timanttia-hiomassa
rss-juurisyy-johtamisesta-kilpailuetua
rss-vaikuttavan-opettajan-vierella
rss-porssipodi
rss-johtoajatuksia