Capital Allocators

“I think peak six has done a really good job of bringing, you know, a wide range. Including a lot of females, more than anybody else in the market in terms of capital allocators. People are actually making decisions around money.”

“Capital allocators is very tied to the institutional investing community, mostly allocators and managers, and I hear a lot that allocators don't go into a meeting with a manager without having checked Has there been an interview? Because it just speeds up the …”

“I never had a feedback loop. I never came out of a meeting with a manager and said, how did I do? It was always, oh, what do we think of them? Are we going to have another meeting? Or thank God they're in our portfolio, or we got to get out of that manager. Th…”

“If you just look at asset performance in January, February, and March, that is the truth. If you're a long-term capital allocator, go back, look at the performance January, February, March. That's the truth. You see who the winners and losers are, and that I t…”

“Gross IRR is, is all well and good, but eventually, you know, you can only eat the DPI and that's kind of, that's what the, you know, that's what the capital allocators are starting to demand.”

“There are all these disciplines that people learn in almost any field that In the business world, except for investing, but they're incredibly important for success in investing. So think of things like decision-making and leadership and management and intervi…”

“The vast, vast majority of capital allocators out there today dedicate the absolute lion's share of their capital into, focused on energy, that is, into large infrastructure assets like wind and solar and now storage at scale. Which are de-risk asset categorie…”

“The next generation of successful capital allocators are really, really not watching, you know, TikToks.”

“CEO is driving a ZR one to a meeting with a major capital allocator is going to throw off some huge red flags. In my opinion.”

“The job of a capital allocator is to generate returns, but the job of a capital allocator is also to have a job. One sees the safety in slipstreaming, the safety in numbers, and the fact that they're not just there to maximize returns.”

“That era of the twenty-tens, both the S&P tech winners driving it and VC is a big difference in performance between the winners and losers of capital allocators over the decade.”

“I have so much sympathy for capital allocator to try to choose between them, because ultimately, the business model is pretty standardized now.”

“Once you build the product and the product has part, which Hampton does has product market fit. People like it, they use it, they they're in it. Now you're a capital allocator. Basically, you're taking, you're just deciding where resources go. So I need to be …”

“We experienced the lows of a failure to launch an asset management business alongside the highs of growth in the podcast and new initiatives with storytelling and summits.”

“It struck me that the podcast creates far more value than what I could deliver in incremental investment returns.”

“Capital allocators reached 13 and a half million downloads at year end, of which five and a half million came in 2022.”

“According to Spotify, Capital Allocators spans 98 countries and is in the top one percent of podcasts followed and those shared globally.”

“In fact, new shows receive only 15% of total weekly downloads.”

“Using dynamic ad insertion, we now put new ads in the entire historical library, allowing five times the number of listeners to hear our sponsor's message.”

“Individual membership was roughly flat in 2022 from the prior year.”

“Our data shows that six percent of listeners become premium members, so we're experimenting with ways to expand the top of the funnel.”

“Average downloads for sponsored episodes exceeded average downloads of non-sponsored episodes, confirming our belief that a good conversation would not suffer audience dilution solely because of sponsorship.”

“We started actually doing some AI work on assessing the conversations of the podcast to try to see different themes. And one of the things we found is that the allocator community, so the CIOs talk a lot more about risk and the managers talk a lot more about u…”

“Just generating returns, just making money never felt fully fulfilling to me. But at the same time, I love the markets, and I really love investing in managers, and so, so much of what was happening, I felt that really suited me, but there was always something…”

“We're closing in on five million total downloads, half of which came this year. Our current run rate is 45,000 downloads a week, an increase of 53% over a year ago.”

“Engagement with advertisements on the show has been strong, with approximately 75 to 85% of the audience staying tuned in for ad spots.”

“As in past years, our conversations with CIOs, interestingly, tend to cluster just below the most downloaded shows, so we compile an honorable mention of the top three CIO interviews as well.”

“And the most downloaded show of 2020, it was first meeting episode 15, Dan Rasmussen, Private Equity Risk and Public Equity Opportunity at Verdad Advisors.”

“I assumed that no matter what, the bet and having lost the bet to Warren would be sort of part of my public legacy, and I wasn't gonna be able to do anything about that. I was not expecting that doing a podcast would Broaden, you know, people's at least knowle…”

“Now that I've shifted back to also being involved in investing, I was shocked at how much better I am now at interviewing investment managers because of the podcast experience as opposed to the other way around.”

“Warren is not going to come on the show. I, I've asked him twice. And the second time it was, he really walked me through the why, which was very, very interesting. So he's getting a little on in his years. He's very focused on this time. And what he said was …”

“Most individuals still chase money. They still chase performance. We tell them all the time, look, if we've done particularly well, we completely understand you taking money away from us and why don't you put it into a, you know, a strategy, like maybe a value…”

“And if all I need is a two X on the portfolio, you should go to an established firm that's been around for a long time and has billions of dollars under management because they have the highest certainty of getting you there. If you're sitting there and thinki…”