Episodes
A decade of tape. Every episode is checked claim by claim and playable.
47 episodes in 2018
🎙CAPITAL ALLOCATORS
1h 2m Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
Ted Seides interviews Tim McCusker, Chief Investment Officer at NEPC, discussing institutional asset allocation, rigorous manager due diligence, bespoke OCIO portfolio construction, secular …
20 statements 6 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 12m Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
In this episode of Capital Allocators, host Ted Seides interviews Brent Beshore, founder and CEO of Adventur.es, to explore his unconventional permanent capital model for acquiring and holdi…
30 statements 10 featured
🎙CAPITAL ALLOCATORS
53m Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
In this episode of Capital Allocators, host Ted Seides interviews Tom Bushey, founder of Sunderland Capital, detailing his career trajectory from private equity and BlackRock to launching an…
15 statements 4 featured
🎙CAPITAL ALLOCATORS
1h 0m Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
Ted Seides interviews Mark Baumgartner, Chief Investment Officer of the Institute for Advanced Study, exploring how his engineering background and extensive risk management experience shaped…
16 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
51m Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
In this live episode of Capital Allocators, host Ted Seides interviews former professional poker champion and author Annie Duke on the principles of probabilistic thinking, cognitive bias mi…
18 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
55m Michael Lombardi – Leadership Through Football (Capital Allocators, EP.75)
In this episode of Capital Allocators, former NFL executive Michael Lombardi shares leadership, talent evaluation, and organizational strategies distilled from his career alongside coaching …
24 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
34m Jeffrey Solomon - Grief and Goodness in Squirrel Hill (SPECIAL EPISODE)
In this special episode of Capital Allocators, host Ted Seides speaks with Cowen CEO Jeffrey Solomon about the Tree of Life Synagogue mass shooting in Squirrel Hill, Pittsburgh. Solomon shar…
6 statements 1 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
50m Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
Ted Seides interviews Karl Scheer, Chief Investment Officer of the University of Cincinnati, exploring his career trajectory, checklist-free manager due diligence, institutional governance f…
18 statements 4 featured
🎙CAPITAL ALLOCATORS
1h 14m Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
Andrew Tsai, Co-Founder and Chief Investment Officer of Chalkstream Capital Group, joins Ted Seides to discuss his evolution from trading floors and startups to running an unconventional mul…
24 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
59m Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
Former Major League pitcher and Big League Advance founder Michael Schwimer discusses applying quantitative modeling, biomechanical data, and venture capital principles to invest in minor le…
25 statements 12 featured 5 assessments
🎙CAPITAL ALLOCATORS
33m Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
In this episode of Capital Allocators, host Ted Seides interviews Michael Batnick, Director of Research at Ritholtz Wealth Management, to examine the major investment errors of legendary mar…
17 statements 9 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 31m Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
In this episode of Capital Allocators, Ted Seides interviews Raphael Arndt, Chief Investment Officer of Australia's $145 billion Future Fund, exploring the sovereign wealth fund's total port…
31 statements 9 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 15m Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
Finance professor and startup founder Stephen McKeon joins host Ted Seides to explore the economic mechanics, structural advantages, and regulatory landscape of crypto security tokens. McKeo…
18 statements 6 featured 1 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 17m Michael Mervosh – Invest in Yourself (Capital Allocators, EP.68)
In this on-site episode recorded in the mountains of West Virginia, host Ted Seides interviews psychotherapist Michael Mervosh, founder of the Hero's Journey Foundation, to explore how mythi…
11 statements 5 featured
🎙CAPITAL ALLOCATORS
56m Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
In this episode of Capital Allocators, host Ted Seides interviews Sarah Williamson, CEO of FCLT Global, to discuss practical strategies for eliminating short-termism across public companies …
21 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 6m Kristian Fok – Australia's CBUS Superannuation CIO (Capital Allocators, EP.66)
Kristian Fok, Chief Investment Officer of Australia's $46 billion CBUS Superannuation, discusses the fund's transition from an outsourced advisory framework to a hybrid internal investment m…
19 statements 7 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 13m Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
In this episode of Capital Allocators, host Ted Seides interviews Lux Capital co-founder Josh Wolfe on his journey from Coney Island to leading a premier hard-tech venture firm. Wolfe shares…
22 statements 9 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
52m Ben Reiter – Moneyball 2.0 (Capital Allocators, EP.64)
In this episode of Capital Allocators, host Ted Seides speaks with Sports Illustrated senior writer Ben Reiter about his book Astroball and the Houston Astros' championship rebuild. They exp…
16 statements 7 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 20m Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
In this episode of Capital Allocators, host Ted Seides interviews Roz Hewsenian, Chief Investment Officer of the Helmsley Charitable Trust, detailing her journey from special education to in…
30 statements 12 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 18m Charley Ellis - Indexing and Its Alternatives (EP.62)
In this episode of Capital Allocators, host Ted Seides interviews industry icon Charlie Ellis to examine why the structural evolution of financial markets makes low-cost index investing math…
41 statements 11 featured 15 assessments 4 contradicted
🎙CAPITAL ALLOCATORS
55m Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
In this episode of Capital Allocators, Ted Seides interviews Manny Friedman, co-founder and CEO of EJF Capital, discussing non-linear financial systems, the 2008 financial crisis, structural…
26 statements 6 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 5m Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
In this episode of Capital Allocators, host Ted Seides interviews SkyBridge Capital founder Anthony Scaramucci, exploring his career journey across alternative asset management, entrepreneur…
27 statements 9 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
56m Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
In this episode of Capital Allocators, host Ted Seides interviews Peter Troob, co-founder and CIO of Troob Capital Management and co-author of 'Monkey Business,' exploring credit cycle fragi…
21 statements 8 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 30m James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Macro strategist James Aitken joins Ted Seides to examine global financial plumbing, central bank policy shifts, regional opportunities across Asia and Europe, and the disciplined mental mod…
33 statements 7 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
In this episode of Capital Allocators, host Ted Seides interviews Brian Portnoy, Director of Investment Education at Virtus Investment Partners, exploring manager due diligence, choice theor…
18 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 7m Tom Lydon – ETF Trends (Capital Allocators, EP.56)
In this episode of Capital Allocators, host Ted Seides interviews ETF Trends CEO Tom Lydon to discuss the evolution from mutual funds to exchange-traded funds, the mechanics of smart beta an…
26 statements 8 featured 14 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
52m Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
In this episode of Capital Allocators, host Ted Seides interviews cognitive neuroscientist Dr. Tali Sharot to explore how cognitive biases, perceived agency, and emotional valuation shape de…
24 statements 6 featured 9 assessments
🎙CAPITAL ALLOCATORS
53m John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
In this episode of Capital Allocators, host Ted Seides interviews investor John Pfeffer to examine his family office portfolio construction strategy and his rigorous, institutional economic …
13 statements 6 featured
🎙CAPITAL ALLOCATORS
56m Ross Israel - Stable, Predictable Cash Flows (EP.53)
Ross Israel, Head of Global Infrastructure at QIC, joins Ted Seides to discuss the construction and governance of QIC's infrastructure platform, the balance between sovereign and third-party…
17 statements 6 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 15m Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
In this episode of Capital Allocators, host Ted Seides interviews Kim Lew, Chief Investment Officer of the Carnegie Corporation of New York, exploring her career trajectory, institutional go…
18 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 0m Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
In this episode of Capital Allocators, host Ted Seides interviews Paul Black, co-CEO and portfolio manager of WCM Investment Management, exploring how analyzing expanding competitive moats, …
23 statements 7 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 20m James Williams – Curating The Getty's Assets (Capital Allocators, EP.50)
In this episode of Capital Allocators, host Ted Seides interviews Jim Williams, Chief Investment Officer of the J. Paul Getty Trust, exploring how the seven-billion-dollar endowment balances…
25 statements 9 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 6m Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
In this episode of Capital Allocators, host Ted Seides interviews Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset and Wealth Management, exploring his thre…
33 statements 12 featured 16 assessments 4 contradicted
🎙CAPITAL ALLOCATORS
59m Steven Galbraith – In the Boardroom (Capital Allocators, EP.48)
In this episode of Capital Allocators, host Ted Seides interviews veteran investor and director Steven Galbraith to dissect the mechanics of effective governance across university endowments…
26 statements 9 featured 7 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
58m Chris Brockmeyer – On Broadway (Capital Allocators, EP.47)
In this episode of Capital Allocators, host Ted Seides interviews Chris Brockmeyer, Director of Employee Benefit Funds for the Broadway League, exploring the governance complexities, asset a…
13 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 3m Andy Redleaf - Evolution of Markets (Capital Allocators, EP.46)
In this episode of Capital Allocators, host Ted Seides interviews Andy Redleaf, founder of Whitebox Advisors, who explores his four-decade career across options arbitrage, stressed credit, a…
13 statements 4 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 2m It's Not About the Money (Capital Allocators, EP.45)
In a reflective role-reversal interview hosted by Khe Hy, Capital Allocators host Ted Seides explores his career from the Yale Endowment to Protégé Partners, deconstructing the psychological…
12 statements 3 featured
🎙CAPITAL ALLOCATORS
1h 8m Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
In this live episode of Capital Allocators, host Ted Seides interviews Wayne Wicker, Chief Investment Officer of ICMA Retirement Corporation, exploring his extensive career spanning corporat…
13 statements 4 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 20m Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
In this episode of Capital Allocators, host Ted Seides interviews Clare Flynn Levy of Essentia Analytics and Cameron Hight of Alpha Theory to explore how behavioral finance, algorithmic posi…
23 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 0m Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
In this episode of Capital Allocators, host Ted Seides interviews Novus Partners CEO Basil Qunibi on pioneering quantitative manager analytics, decomposing investment skill through the Five …
13 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
55m Rick Selvala - Harvesting Volatility (Capital Allocators, EP.41)
Host Ted Seides interviews Rick Selvala, co-founder and CEO of Harvest Volatility Management, exploring how institutional investors can intelligently harness options and volatility for yield…
23 statements 6 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 7m Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
In this episode of Capital Allocators, host Ted Seides interviews Ali Hamed, co-founder of CoVenture, about his innovative investment strategies across tech-enabled specialty direct lending,…
27 statements 9 featured 2 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
In this episode of Capital Allocators, host Ted Seides interviews decision strategist and former professional poker player Annie Duke to explore how cognitive psychology, probabilistic think…
21 statements 7 featured
🎙CAPITAL ALLOCATORS
1h 9m Seth Masters – Investment Polymath (Capital Allocators, EP.38)
In this episode of Capital Allocators, host Ted Seides interviews veteran investor Seth Masters, exploring lessons from his multidisciplinary career spanning early-reform China, leadership a…
21 statements 8 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
53m Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
Ted Seides interviews veteran Chief Investment Officer Bill Spitz on the evolution of the endowment model, actionable frameworks for allocator edge and qualitative manager selection, and the…
23 statements 9 featured 4 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 16m Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
In this episode of Capital Allocators, host Ted Seides interviews strategist and author Michael Mauboussin to examine the structural challenges facing active fund managers. Mauboussin outlin…
36 statements 9 featured 13 assessments
🎙CAPITAL ALLOCATORS
56m Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
In this episode of Capital Allocators, host Ted Seides speaks with Margaret Chen, Head of CA Capital Management at Cambridge Associates, discussing the evolution of the outsourced chief inve…
8 statements 5 featured 1 assessments