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Dec 26, 2022 · 24m · capital-allocators

Year in Review 2022 (Capital Allocators, EP. 289)

Ted Seides · 20m spoken
0:00 / 0:00

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In Episode 289 of Capital Allocators, host Ted Seides presents his 2022 Annual Stakeholder Letter, reviewing the platform's media growth, in-person educational summits, strategic advisory engagements, and key entrepreneurial lessons learned over the year.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Ted holds 99.9% of the talking time here. How this is scored →

Ted as informed peer 0.0 Guest teaching 0.0 Guest disagreement 0.0 Ted pushing back 0.0
05100:0010:0020:004:50–7:22 · Ted as informed peer 0/10 Annual Letter Opening: Mission and 2022 Context This is a solo monologue segment where Ted Seides reads the introduction and mission statement of his annual letter. Because there is no guest interaction or debate, all scores are zeroed out per the monologue instruction.7:24–11:31 · Ted as informed peer 0/10 Events: Capital Allocators University and Summits Ted reads through the developments in Capital Allocators University and the CIO Summits. As a solo reading with no interlocutor, all conversational power dynamics are scored at zero.11:32–16:48 · Ted as informed peer 0/10 Advisory Practice and New Client Engagements Ted reflects on his advisory engagements and explains the decision to quit launching a dedicated asset management fund, citing Annie Duke's book. Being a solo monologue, all scores remain zero.16:50–19:37 · Ted as informed peer 0/10 Podcast Growth, Metrics, and Private Equity Deals Ted details podcast download statistics, global rankings, and the launch of the Private Equity Deals spin-off show. No interaction occurs, resulting in baseline zero scores across all metrics.19:38–22:46 · Ted as informed peer 0/10 Premium Membership Model and Community Support Ted describes the premium membership tiers, dynamic ad insertion for sponsors, and manager storytelling initiatives such as LPTV. This is an uninterrupted solo presentation scored at zero.22:48–23:34 · Ted as informed peer 0/10 Thought Leadership: Blog Writing and Industry Speaking Ted concludes the annual letter by outlining his blog writing, keynote speaking engagements, and closing remarks. With no conversational partner, scores are zero.4:50–7:22 · Guest teaching 0/10 Annual Letter Opening: Mission and 2022 Context This is a solo monologue segment where Ted Seides reads the introduction and mission statement of his annual letter. Because there is no guest interaction or debate, all scores are zeroed out per the monologue instruction.7:24–11:31 · Guest teaching 0/10 Events: Capital Allocators University and Summits Ted reads through the developments in Capital Allocators University and the CIO Summits. As a solo reading with no interlocutor, all conversational power dynamics are scored at zero.11:32–16:48 · Guest teaching 0/10 Advisory Practice and New Client Engagements Ted reflects on his advisory engagements and explains the decision to quit launching a dedicated asset management fund, citing Annie Duke's book. Being a solo monologue, all scores remain zero.16:50–19:37 · Guest teaching 0/10 Podcast Growth, Metrics, and Private Equity Deals Ted details podcast download statistics, global rankings, and the launch of the Private Equity Deals spin-off show. No interaction occurs, resulting in baseline zero scores across all metrics.19:38–22:46 · Guest teaching 0/10 Premium Membership Model and Community Support Ted describes the premium membership tiers, dynamic ad insertion for sponsors, and manager storytelling initiatives such as LPTV. This is an uninterrupted solo presentation scored at zero.22:48–23:34 · Guest teaching 0/10 Thought Leadership: Blog Writing and Industry Speaking Ted concludes the annual letter by outlining his blog writing, keynote speaking engagements, and closing remarks. With no conversational partner, scores are zero.4:50–7:22 · Guest disagreement 0/10 Annual Letter Opening: Mission and 2022 Context This is a solo monologue segment where Ted Seides reads the introduction and mission statement of his annual letter. Because there is no guest interaction or debate, all scores are zeroed out per the monologue instruction.7:24–11:31 · Guest disagreement 0/10 Events: Capital Allocators University and Summits Ted reads through the developments in Capital Allocators University and the CIO Summits. As a solo reading with no interlocutor, all conversational power dynamics are scored at zero.11:32–16:48 · Guest disagreement 0/10 Advisory Practice and New Client Engagements Ted reflects on his advisory engagements and explains the decision to quit launching a dedicated asset management fund, citing Annie Duke's book. Being a solo monologue, all scores remain zero.16:50–19:37 · Guest disagreement 0/10 Podcast Growth, Metrics, and Private Equity Deals Ted details podcast download statistics, global rankings, and the launch of the Private Equity Deals spin-off show. No interaction occurs, resulting in baseline zero scores across all metrics.19:38–22:46 · Guest disagreement 0/10 Premium Membership Model and Community Support Ted describes the premium membership tiers, dynamic ad insertion for sponsors, and manager storytelling initiatives such as LPTV. This is an uninterrupted solo presentation scored at zero.22:48–23:34 · Guest disagreement 0/10 Thought Leadership: Blog Writing and Industry Speaking Ted concludes the annual letter by outlining his blog writing, keynote speaking engagements, and closing remarks. With no conversational partner, scores are zero.4:50–7:22 · Ted pushing back 0/10 Annual Letter Opening: Mission and 2022 Context This is a solo monologue segment where Ted Seides reads the introduction and mission statement of his annual letter. Because there is no guest interaction or debate, all scores are zeroed out per the monologue instruction.7:24–11:31 · Ted pushing back 0/10 Events: Capital Allocators University and Summits Ted reads through the developments in Capital Allocators University and the CIO Summits. As a solo reading with no interlocutor, all conversational power dynamics are scored at zero.11:32–16:48 · Ted pushing back 0/10 Advisory Practice and New Client Engagements Ted reflects on his advisory engagements and explains the decision to quit launching a dedicated asset management fund, citing Annie Duke's book. Being a solo monologue, all scores remain zero.16:50–19:37 · Ted pushing back 0/10 Podcast Growth, Metrics, and Private Equity Deals Ted details podcast download statistics, global rankings, and the launch of the Private Equity Deals spin-off show. No interaction occurs, resulting in baseline zero scores across all metrics.19:38–22:46 · Ted pushing back 0/10 Premium Membership Model and Community Support Ted describes the premium membership tiers, dynamic ad insertion for sponsors, and manager storytelling initiatives such as LPTV. This is an uninterrupted solo presentation scored at zero.22:48–23:34 · Ted pushing back 0/10 Thought Leadership: Blog Writing and Industry Speaking Ted concludes the annual letter by outlining his blog writing, keynote speaking engagements, and closing remarks. With no conversational partner, scores are zero.

speaking balance: gold is Ted, purple is the guest (3 minute bins)

0:00 · Ted 99% · guest 1%0:00 · Ted 99% · guest 1%3:00 · Ted 100% · guest 0%3:00 · Ted 100% · guest 0%6:00 · Ted 100% · guest 0%6:00 · Ted 100% · guest 0%9:00 · Ted 100% · guest 0%9:00 · Ted 100% · guest 0%12:00 · Ted 100% · guest 0%12:00 · Ted 100% · guest 0%15:00 · Ted 100% · guest 0%15:00 · Ted 100% · guest 0%18:00 · Ted 100% · guest 0%18:00 · Ted 100% · guest 0%21:00 · Ted 100% · guest 0%21:00 · Ted 100% · guest 0%24:00 · Ted 100% · guest 0%24:00 · Ted 100% · guest 0%
Sharpest disagreement ▶ 4:50 Monologue format - no combativeness

This episode is entirely a solo annual letter reading by the host without an active guest interlocutor to generate pushback or combativeness.

 Hardest push from Ted ▶ 7:24 Monologue format - no pushback

The host delivers an uninterrupted annual review, so there are no adversarial exchanges or conversational pushbacks.

 Biggest teaching moment ▶ 14:00 Self-reflection on quitting the fund launch

While not a dialogue schooling, Ted self-corrects and explains how he applied Annie Duke's decision-making frameworks to abort his fund launch.

 Ted holds their own ▶ 17:30 Review of business and media metrics

Ted presents detailed operational and listenership data demonstrating the growth and strategic success of the Capital Allocators platform.
the scores for every segment, with the reasoning behind each
ChapterTopicTed as informed peerGuest teachingGuest disagreementTed pushing backWhy
Annual Letter Opening: Mission and 2022 Context 0000 This is a solo monologue segment where Ted Seides reads the introduction and mission statement of his annual letter. Because there is no guest interaction or debate, all scores are zeroed out per the monologue instruction.
Events: Capital Allocators University and Summits 0000 Ted reads through the developments in Capital Allocators University and the CIO Summits. As a solo reading with no interlocutor, all conversational power dynamics are scored at zero.
Advisory Practice and New Client Engagements 0000 Ted reflects on his advisory engagements and explains the decision to quit launching a dedicated asset management fund, citing Annie Duke's book. Being a solo monologue, all scores remain zero.
Podcast Growth, Metrics, and Private Equity Deals 0000 Ted details podcast download statistics, global rankings, and the launch of the Private Equity Deals spin-off show. No interaction occurs, resulting in baseline zero scores across all metrics.
Premium Membership Model and Community Support 0000 Ted describes the premium membership tiers, dynamic ad insertion for sponsors, and manager storytelling initiatives such as LPTV. This is an uninterrupted solo presentation scored at zero.
Thought Leadership: Blog Writing and Industry Speaking 0000 Ted concludes the annual letter by outlining his blog writing, keynote speaking engagements, and closing remarks. With no conversational partner, scores are zero.

Statements from this episode (12)

Disclosure
Seides: Capital Allocators failed to launch asset management business in 2022
“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.”
Ted Seides Dec 26, 2022 ▶ 6:39
Opinion
Seides: Value proposition of thought leadership conferences has decreased, perhaps permanently
“As a result, the value proposition of thought leadership events has decreased, perhaps permanently.”
Ted Seides Dec 26, 2022 ▶ 9:55
Disclosure
Seides takes on advisory roles with FEG, 10 East, and Marblegate
“This year, I started new engagements with Fund Evaluation Group, 10 East, and Marblegate Asset Management.”
Ted Seides Dec 26, 2022 ▶ 12:00
Insight
Ted Seides: Quitting on time usually feels like quitting too early
“Quitting on time usually feels like quitting too early.”
Ted Seides Dec 26, 2022 ▶ 15:20
Opinion
Seides: Podcast creates more value than incremental investment returns
“It struck me that the podcast creates far more value than what I could deliver in incremental investment returns.”
Ted Seides Dec 26, 2022 ▶ 15:48
Disclosure
Seides: Capital Allocators reached 13.5 million total downloads by year-end 2022
“Capital allocators reached 13 and a half million downloads at year end, of which five and a half million came in 2022.”
Ted Seides Dec 26, 2022 ▶ 17:45
Assertion Not checkable as stated
Seides: Spotify Ranks Capital Allocators in Top 1% Globally for Shares
“According to Spotify, Capital Allocators spans 98 countries and is in the top one percent of podcasts followed and those shared globally.”
Ted Seides Dec 26, 2022 ▶ 18:17
Assertion Not checkable as stated
Seides: New podcast episodes account for only 15% of weekly downloads
“In fact, new shows receive only 15% of total weekly downloads.”
Ted Seides Dec 26, 2022 ▶ 19:16
Assertion Not checkable as stated
Seides: Dynamic ad insertion across podcast back-catalog delivers 5x listener reach
“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.”
Ted Seides Dec 26, 2022 ▶ 19:28
Assertion Not checkable as stated
Ted Seides: Capital Allocators individual premium membership was flat in 2022
“Individual membership was roughly flat in 2022 from the prior year.”
Ted Seides Dec 26, 2022 ▶ 20:17
Assertion Not checkable as stated
Ted Seides: 6% of Capital Allocators listeners become premium members
“Our data shows that six percent of listeners become premium members, so we're experimenting with ways to expand the top of the funnel.”
Ted Seides Dec 26, 2022 ▶ 20:22
Assertion Not checkable as stated
Seides: Sponsored podcast episodes outperformed non-sponsored episodes in average downloads
“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.”
Ted Seides Dec 26, 2022 ▶ 21:37
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