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Dec 28, 2020 · 20m · capital-allocators

Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170)

Ted Seides · 17m 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 this annual review episode, Ted Seides presents the audio edition of his 2020 Annual Letter, detailing the growth of the Capital Allocators podcast, the expansion of advisory and educational initiatives, and the strategic vision for 2021.

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 100% 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
05100:0010:0020:000:02–2:32 · Ted as informed peer 0/10 AlphaSense AI Platform for Investment Research Monologue advertisement read for AlphaSense and Intap DealCloud. Per instructions, host-side metrics are set to zero for monologues and ad reads.2:34–5:50 · Ted as informed peer 0/10 Admired Leadership and On-Demand AI Coaching Solo promotional spot for Admired Leadership followed by the show introduction and annual letter framing. No two-party dialogue occurs.5:51–8:05 · Ted as informed peer 0/10 Podcast Growth, Thematic Series, and Global Footprint Ted presents a monologue reviewing the podcast's 2020 metrics, international growth, and thematic mini-series. There is no active guest or debate.8:06–11:29 · Ted as informed peer 0/10 Podcast Sponsorship Performance and 2021 Commercial Structure Solo presentation detailing sponsorship metrics, commercial structures, and membership growth. A brief diarization artifact does not constitute an interactive exchange.11:31–13:40 · Ted as informed peer 0/10 Private Manager Services: Communication Formats and Coaching Ted describes the firm's private business advisory lines, including First Meeting podcasts and manager coaching. As a monologue, all interactive scores remain zero.13:42–16:57 · Ted as informed peer 0/10 Allocator Education Initiatives, Summits, and Book Announcement Solo announcement covering the launch of Capital Allocators Summits, Capital Allocators University, and Ted's upcoming book release.16:58–20:09 · Ted as informed peer 0/10 2021 Strategic Vision, Community Gratitude, and Closing Ted concludes the monologue with team acknowledgments, hiring announcements, community appreciation, and a countdown of the top 2020 episodes.0:02–2:32 · Guest teaching 0/10 AlphaSense AI Platform for Investment Research Monologue advertisement read for AlphaSense and Intap DealCloud. Per instructions, host-side metrics are set to zero for monologues and ad reads.2:34–5:50 · Guest teaching 0/10 Admired Leadership and On-Demand AI Coaching Solo promotional spot for Admired Leadership followed by the show introduction and annual letter framing. No two-party dialogue occurs.5:51–8:05 · Guest teaching 0/10 Podcast Growth, Thematic Series, and Global Footprint Ted presents a monologue reviewing the podcast's 2020 metrics, international growth, and thematic mini-series. There is no active guest or debate.8:06–11:29 · Guest teaching 0/10 Podcast Sponsorship Performance and 2021 Commercial Structure Solo presentation detailing sponsorship metrics, commercial structures, and membership growth. A brief diarization artifact does not constitute an interactive exchange.11:31–13:40 · Guest teaching 0/10 Private Manager Services: Communication Formats and Coaching Ted describes the firm's private business advisory lines, including First Meeting podcasts and manager coaching. As a monologue, all interactive scores remain zero.13:42–16:57 · Guest teaching 0/10 Allocator Education Initiatives, Summits, and Book Announcement Solo announcement covering the launch of Capital Allocators Summits, Capital Allocators University, and Ted's upcoming book release.16:58–20:09 · Guest teaching 0/10 2021 Strategic Vision, Community Gratitude, and Closing Ted concludes the monologue with team acknowledgments, hiring announcements, community appreciation, and a countdown of the top 2020 episodes.0:02–2:32 · Guest disagreement 0/10 AlphaSense AI Platform for Investment Research Monologue advertisement read for AlphaSense and Intap DealCloud. Per instructions, host-side metrics are set to zero for monologues and ad reads.2:34–5:50 · Guest disagreement 0/10 Admired Leadership and On-Demand AI Coaching Solo promotional spot for Admired Leadership followed by the show introduction and annual letter framing. No two-party dialogue occurs.5:51–8:05 · Guest disagreement 0/10 Podcast Growth, Thematic Series, and Global Footprint Ted presents a monologue reviewing the podcast's 2020 metrics, international growth, and thematic mini-series. There is no active guest or debate.8:06–11:29 · Guest disagreement 0/10 Podcast Sponsorship Performance and 2021 Commercial Structure Solo presentation detailing sponsorship metrics, commercial structures, and membership growth. A brief diarization artifact does not constitute an interactive exchange.11:31–13:40 · Guest disagreement 0/10 Private Manager Services: Communication Formats and Coaching Ted describes the firm's private business advisory lines, including First Meeting podcasts and manager coaching. As a monologue, all interactive scores remain zero.13:42–16:57 · Guest disagreement 0/10 Allocator Education Initiatives, Summits, and Book Announcement Solo announcement covering the launch of Capital Allocators Summits, Capital Allocators University, and Ted's upcoming book release.16:58–20:09 · Guest disagreement 0/10 2021 Strategic Vision, Community Gratitude, and Closing Ted concludes the monologue with team acknowledgments, hiring announcements, community appreciation, and a countdown of the top 2020 episodes.0:02–2:32 · Ted pushing back 0/10 AlphaSense AI Platform for Investment Research Monologue advertisement read for AlphaSense and Intap DealCloud. Per instructions, host-side metrics are set to zero for monologues and ad reads.2:34–5:50 · Ted pushing back 0/10 Admired Leadership and On-Demand AI Coaching Solo promotional spot for Admired Leadership followed by the show introduction and annual letter framing. No two-party dialogue occurs.5:51–8:05 · Ted pushing back 0/10 Podcast Growth, Thematic Series, and Global Footprint Ted presents a monologue reviewing the podcast's 2020 metrics, international growth, and thematic mini-series. There is no active guest or debate.8:06–11:29 · Ted pushing back 0/10 Podcast Sponsorship Performance and 2021 Commercial Structure Solo presentation detailing sponsorship metrics, commercial structures, and membership growth. A brief diarization artifact does not constitute an interactive exchange.11:31–13:40 · Ted pushing back 0/10 Private Manager Services: Communication Formats and Coaching Ted describes the firm's private business advisory lines, including First Meeting podcasts and manager coaching. As a monologue, all interactive scores remain zero.13:42–16:57 · Ted pushing back 0/10 Allocator Education Initiatives, Summits, and Book Announcement Solo announcement covering the launch of Capital Allocators Summits, Capital Allocators University, and Ted's upcoming book release.16:58–20:09 · Ted pushing back 0/10 2021 Strategic Vision, Community Gratitude, and Closing Ted concludes the monologue with team acknowledgments, hiring announcements, community appreciation, and a countdown of the top 2020 episodes.

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

0:00 · Ted 100% · guest 0%0:00 · Ted 100% · guest 0%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 99.9% · guest 0.1%9:00 · Ted 99.9% · guest 0.1%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%
Sharpest disagreement ▶ 10:25 Transcription artifact utterance

The episode is an entirely solo annual review monologue by the host, with no interactive guest or disagreement present.

 Hardest push from Ted ▶ 7:25 Managing inbound solicitation framing

Ted explains his strict criteria for selecting podcast guests, noting that inbound requests from early-stage funds fall outside the show's purpose.

 Biggest teaching moment ▶ 13:10 Board member perspective on coaching

Ted cites his peer Arez Khalir's perspective on the rare value of having an allocator sit on the same side of the table as a manager.

 Ted holds their own ▶ 14:35 Distillation of elite investment principles

Ted outlines his upcoming book synthesising key investment and leadership lessons gathered from interviews with leading institutional investors.
the scores for every segment, with the reasoning behind each
ChapterTopicTed as informed peerGuest teachingGuest disagreementTed pushing backWhy
AlphaSense AI Platform for Investment Research 0000 Monologue advertisement read for AlphaSense and Intap DealCloud. Per instructions, host-side metrics are set to zero for monologues and ad reads.
Admired Leadership and On-Demand AI Coaching 0000 Solo promotional spot for Admired Leadership followed by the show introduction and annual letter framing. No two-party dialogue occurs.
Podcast Growth, Thematic Series, and Global Footprint 0000 Ted presents a monologue reviewing the podcast's 2020 metrics, international growth, and thematic mini-series. There is no active guest or debate.
Podcast Sponsorship Performance and 2021 Commercial Structure 0000 Solo presentation detailing sponsorship metrics, commercial structures, and membership growth. A brief diarization artifact does not constitute an interactive exchange.
Private Manager Services: Communication Formats and Coaching 0000 Ted describes the firm's private business advisory lines, including First Meeting podcasts and manager coaching. As a monologue, all interactive scores remain zero.
Allocator Education Initiatives, Summits, and Book Announcement 0000 Solo announcement covering the launch of Capital Allocators Summits, Capital Allocators University, and Ted's upcoming book release.
2021 Strategic Vision, Community Gratitude, and Closing 0000 Ted concludes the monologue with team acknowledgments, hiring announcements, community appreciation, and a countdown of the top 2020 episodes.

Statements from this episode (6)

Disclosure
Capital Allocators reached five million total downloads by end of 2020
“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.”
Ted Seides Dec 28, 2020 ▶ 6:22
Assertion Not checkable as stated
Demand for new asset management products shrinks with each passing year
“Industry demand for new products, especially in public markets, is shrinking with each passing year.”
Ted Seides Dec 28, 2020 ▶ 7:53
Prediction Not checkable as stated
Most newly launched investment funds lack resources to stay cutting edge
“Unfortunately, the vast majority of new funds will lack the resources to be on the cutting edge.”
Ted Seides Dec 28, 2020 ▶ 8:00
Assertion Not checkable as stated
Up to 85% of Capital Allocators listeners stay tuned during ads
“Engagement with advertisements on the show has been strong, with approximately 75 to 85% of the audience staying tuned in for ad spots.”
Ted Seides Dec 28, 2020 ▶ 8:31
Assertion Not checkable as stated
Chief Investment Officer interviews lag behind top downloaded podcast episodes
“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.”
Ted Seides Dec 28, 2020 ▶ 18:40
Assertion Not checkable as stated
Dan Rasmussen's Verdad Advisors interview was the most downloaded in 2020
“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.”
Ted Seides Dec 28, 2020 ▶ 19:52
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