What podcasts say about Jeff Patak

Every statement, with the speaker, the exact quote and the moment it was said.

What Jeff Patak has said on podcasts

12 statements · 4 positive · 8 negative

on Active fundsNegativeSep 15, 2026· The Long View
About two-thirds of active funds lagged their selected benchmarks after methodological adjustments.
“still like two-thirds of active funds in aggregate were lagging their benchmarks”
Listen at 13:25
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Large active fundsPositiveSep 15, 2026· The Long View
Aggregated buy-and-hold portfolios outperformed the actual large active funds.
“this do nothing version did a heck of a lot better than the actual funds did”
Listen at 14:47
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Large active fundsNegativeSep 15, 2026· The Long View
Large active funds likely hurt performance by selling winning positions too early.
“they probably are not letting their winners run long enough and they are selling their winners off too early”
Listen at 15:01
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Diversified active fundsNegativeSep 15, 2026· The Long View
Return concentration could disadvantage diversified active funds.
“I think it could create a disadvantage”
Listen at 16:15
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Active fund structureNegativeSep 15, 2026· The Long View
Extreme stock-return concentration is somewhat incompatible with active fund structures.
“it is somewhat incompatible with the fund's structure”
Listen at 16:52
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Daily-liquidity funds and SpaceX pre-IPO assetsNegativeSep 15, 2026· The Long View
Daily-liquidity funds are fundamentally incompatible with pre-IPO assets such as SpaceX.
“There is a fundamental incompatibility, in my opinion, between the daily liquidity structure”
Listen at 31:33
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Pre-IPO assets in daily-liquidity vehiclesNegativeSep 15, 2026· The Long View
Packaging pre-IPO assets in daily-liquidity vehicles concerns Jeff Patak.
“it is a trend that concerns me”
Listen at 32:03
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Private-market exposure in retirement plansNegativeSep 15, 2026· The Long View
Private-market exposure in 401(k) plans or target-date funds is unnecessary.
“I hate it. To me, it seems totally unnecessary”
Listen at 32:47
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Illiquid assets in retirement plansNegativeSep 15, 2026· The Long View
Adding illiquid assets to retirement plans creates risks.
“I do worry about introducing something that is illiquid in the context of a retirement plan”
Listen at 33:32
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Private-market exposure in retirement plansPositiveSep 15, 2026· The Long View
If offered, private-market exposure is best embedded within a target-date fund.
“The least worst way to do it is through a target date fund”
Listen at 33:40
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Investors under the current retirement systemPositiveSep 15, 2026· The Long View
Investors appear to be faring well under the current retirement system.
“It seems like investors are faring pretty well”
Listen at 34:07
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor
on Target-date fundsPositiveSep 15, 2026· The Long View
Investors are doing well with target-date funds.
“they're doing well on target date funds”
Listen at 34:09
Open the episode · Jeff Ptak: The Simple Secret to Becoming a Better Investor

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.