Episodes
A decade of tape. Every episode is checked claim by claim and playable.
62 episodes in 2020
🎙CAPITAL ALLOCATORS
20m Ted Seides - Capital Allocators Year in Review (Capital Allocators, EP.170)
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 educatio…
6 statements 2 featured
🎙CAPITAL ALLOCATORS
58m André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
In this episode of Capital Allocators, host Ted Seides interviews André Perold, CIO of HighVista Strategies, exploring how the firm transitioned from traditional endowment asset buckets to a…
15 statements 5 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 3m Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Capital Allocators, EP.168)
In this episode of Capital Allocators, host Ted Seides interviews Daryn Dodson, founder of Illumen Capital, examining how empirical research, behavioral bias training, and diverse manager se…
11 statements 5 featured 5 assessments
🎙CAPITAL ALLOCATORS
1h 10m Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
In this episode of Capital Allocators, host Ted Seides interviews Social Capital founder and CEO Chamath Palihapitiya about his career progression, psychological evolution, and strategic vis…
28 statements 8 featured
🎙CAPITAL ALLOCATORS
52m Ben Reiter – Over the Edge with the Houston Astros (Capital Allocators, EP.166)
Host Ted Seides interviews journalist Ben Reiter to examine the Houston Astros sign-stealing scandal, analyzing how extreme analytical edge-seeking, corporate plausible deniability, and the …
32 statements 8 featured 18 assessments
🎙CAPITAL ALLOCATORS
1h 19m Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
In this episode of Capital Allocators, host Ted Seides interviews legendary value investor Joel Greenblatt on his journey from founding Gotham Capital's hyper-concentrated fund to running sy…
34 statements 10 featured 9 assessments
🎙CAPITAL ALLOCATORS
1h 8m Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
In this episode of Capital Allocators, host Ted Seides interviews Farnam Street founder Shane Parrish to explore multidisciplinary mental models, deliberate learning frameworks, and sound de…
32 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 7m Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
In this episode of Capital Allocators, host Ted Seides interviews Dr. Karyn Williams, founder of Hightree Advisors, exploring her journey across quantitative finance, the limitations of trad…
15 statements 5 featured
🎙CAPITAL ALLOCATORS
1h 2m Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Ted Seides interviews WCM Investment Management's Mike Trigg to discuss the firm's turnaround and expansion beyond $66 billion in assets. Trigg details WCM's core investment philosophy, focu…
17 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 0m Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
In this episode of Capital Allocators, host Ted Seides interviews Marko Papic, chief strategist at Clocktower Group, who presents a constraints-based geopolitical framework that treats polit…
32 statements 10 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
56m Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
In this episode of Capital Allocators, host Ted Seides interviews Carrie Thome, former Chief Investment Officer of the Wisconsin Alumni Research Foundation and co-founder of NVNG. Thome deta…
14 statements 5 featured 2 assessments
🎙CAPITAL ALLOCATORS
59m Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
In this episode of Capital Allocators, host Ted Seides interviews Mathieu Chabran, co-founder of Tikehau Capital, discussing how the firm scaled to over 25 billion euros across European priv…
24 statements 8 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
59m Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
In this episode of Capital Allocators, host Ted Seides interviews Scott Wilson, Chief Investment Officer of Washington University in St. Louis, exploring how his Alaskan upbringing and Wall …
18 statements 4 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 1m Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
Ted Seides interviews Man Group CEO Luke Ellis and CDPQ Head of External Management Mario Therrien regarding the mission, governance, and impact of the Standards Board for Alternative Invest…
15 statements 6 featured 3 assessments
🎙CAPITAL ALLOCATORS
54m Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
Sir Paul Marshall, co-founder of Marshall Wace, shares insights from over two decades of leading one of Europe's largest hedge funds, discussing the synthesis of fundamental and quantitative…
35 statements 12 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 38m Annie Duke – How to Decide (Capital Allocators, EP.156)
In this episode of Capital Allocators, host Ted Seides interviews cognitive psychologist and author Annie Duke on practical frameworks from her book 'How to Decide' to improve judgment under…
29 statements 9 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 8m Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
In this episode of Capital Allocators, host Ted Seides interviews author and investor Morgan Housel about 'The Psychology of Money,' examining why behavioral discipline, endurance, and histo…
22 statements 9 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (Capital Allocators, EP.154)
In this episode of Capital Allocators, host Ted Seides interviews Joel Wittenberg, Chief Investment Officer of the W.K. Kellogg Foundation, to examine how fixed income principles, impact inv…
15 statements 4 featured 4 assessments
🎙CAPITAL ALLOCATORS
31m SPECIAL EPISODE – Introducing Invisible Forces Podcast
This special release of Capital Allocators presents the premiere episode of Jefferies' Invisible Forces podcast, exploring how macroeconomic shifts, geopolitical realignments, and pandemic d…
8 statements 3 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 4m Diversity, Equity & Inclusion 3: Shundrawn Thomas – Leading the Way (Capital Allocators, EP.153)
In this episode of the Capital Allocators podcast, Northern Trust Asset Management President Shundrawn Thomas shares insights on navigating racial dynamics in finance, operationalizing diver…
16 statements 4 featured 1 assessments
🎙CAPITAL ALLOCATORS
52m Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)
In this episode of Capital Allocators, host Ted Seides interviews Kim Lew, Chief Investment Officer of the Carnegie Corporation of New York, exploring her personal journey through institutio…
23 statements 6 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 9m Diversity, Equity & Inclusion 1: Jacob Walthour – A Blueprint for Diversity (Capital Allocators, EP.151)
In this inaugural episode of the Capital Allocators DEI miniseries, host Ted Seides interviews Blueprint Capital Advisors CEO Jacob Walthour to examine his thirty-year Wall Street career, sy…
12 statements 5 featured 1 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
52m Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
In this episode of Capital Allocators, host Ted Seides interviews Matthew Granade, Chief Market Intelligence Officer at Point72 and Managing Partner of Point72 Ventures, exploring how data s…
22 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 9m Randall Stutman - Admired Leadership (Capital Allocators, EP.150)
In this episode of Capital Allocators, host Ted Seides interviews executive coach Randall Stutman about his empirical, behavior-based approach to leadership and organizational excellence. St…
17 statements 6 featured
🎙CAPITAL ALLOCATORS
1h 3m Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
Host Ted Seides interviews Taimur Hyat, Chief Operating Officer of PGIM, to explore long-term secular megatrends and structural economic transformations following the COVID-19 pandemic. Hyat…
25 statements 10 featured 8 assessments
🎙CAPITAL ALLOCATORS
1h 4m Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
Ted Seides interviews Adam Fisher, Chief Investment Officer of Commonwealth Asset Management, exploring his unique dual-mandate approach blending discretionary global macro trading with them…
19 statements 7 featured 1 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 1m Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
In this episode of Capital Allocators, host Ted Seides interviews Hiro Mizuno, former CIO of Japan's $1.5 trillion Government Pension Investment Fund (GPIF), examining his pioneering impleme…
32 statements 11 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
54m Sustainable Investing 9: Reuben Munger – Private Capital Perspective (Capital Allocators, EP.147)
In this episode of Capital Allocators, host Ted Seides interviews Reuben Munger, Managing Partner of Vision Ridge Capital, exploring how institutional value investing principles, flexible ca…
17 statements 8 featured 6 assessments
🎙CAPITAL ALLOCATORS
50m Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
In this episode of Capital Allocators, host Ted Seides interviews Lauren Taylor Wolfe, co-founder of Impactive Capital, on how constructive activism and material ESG integration drive long-t…
22 statements 6 featured 6 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
55m Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
In this episode of Capital Allocators, Inherent Group founder Tony Davis shares how his background in distressed credit informed his pioneering hedge fund strategy, which integrates rigorous…
30 statements 10 featured 9 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
47m Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
Ted Seides interviews Richard Lawrence, founder of Overlook Investments, exploring his pioneering integration of ESG principles, governance reform, and climate analytics within Asian equity …
20 statements 7 featured 7 assessments
🎙CAPITAL ALLOCATORS
58m Sustainable Investing 5: David Blood - Pioneering a Generation (Capital Allocators, EP.143)
In this episode of Capital Allocators, host Ted Seides interviews David Blood, co-founder of Generation Investment Management, about the philosophy and execution of sustainable investing. Bl…
19 statements 6 featured 1 assessments
🎙CAPITAL ALLOCATORS
48m Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
In this episode of Capital Allocators, host Ted Seides interviews Manny Citron, Managing Partner of Volery Capital, to discuss the firm's growth equity strategy of backing and institutionali…
14 statements 5 featured 2 assessments
🎙CAPITAL ALLOCATORS
55m Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
Renowned risk manager Bob Litterman joins Ted Seides to explain how core financial risk management principles, quantitative modeling, and immediate carbon pricing can address global climate …
18 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 8m Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
In this episode of Capital Allocators, host Ted Seides interviews Liqian Ma, Head of Impact Investing Research at Cambridge Associates, exploring how institutional asset owners can practical…
18 statements 6 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 13m Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
In this inaugural episode of 'Sustainable Investing: The Next Frontier,' host Ted Seides interviews Wendy Cromwell of Wellington Management to examine how institutional asset managers integr…
25 statements 6 featured 4 assessments
🎙CAPITAL ALLOCATORS
1h 2m Clarke Futch – Healthcare Royalty Partners (First Meeting, EP.20)
In this episode of Capital Allocators, host Ted Seides interviews Clarke Futch, co-founder and managing partner of Healthcare Royalty Partners, about the evolution, underwriting mechanics, a…
17 statements 7 featured 7 assessments
🎙CAPITAL ALLOCATORS
1h 16m Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)
Ted Seides interviews Brett Jefferson, founder and Co-CIO of Hildene Capital Management, exploring his journey from collegiate athletics to pioneering structured credit strategies in Bank Tr…
19 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 7m Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138)
In this masterclass episode of Capital Allocators, Yale School of Management professor Daylian Cain details foundational frameworks for high-stakes negotiation, emphasizing exhaustive pre-de…
33 statements 10 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 1m Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
Financial researcher and author Laurence Siegel joins host Ted Seides to debunk persistent investing myths, defend the endowment model, and articulate an evidence-based case for secular glob…
24 statements 7 featured 6 assessments
🎙CAPITAL ALLOCATORS
1h 6m Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
In this episode of Capital Allocators, Ted Seides interviews Daniel Adamson, Senior Managing Director at Wafra and President of Capital Constellation, on how sovereign wealth funds and publi…
15 statements 5 featured 2 assessments
🎙CAPITAL ALLOCATORS
21m Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
Tim McCusker, Chief Investment Officer at NEPC, examines how institutional allocators navigate crisis-driven market volatility through updated capital market assumptions, systematic rebalanc…
13 statements 5 featured 1 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
35m Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)
Clinical psychologist Michael Mervosh joins Ted Seides on Capital Allocators to discuss navigating crisis through the Hero's Journey archetype, shifting from chronic busyness to grounded pre…
6 statements 3 featured
🎙CAPITAL ALLOCATORS
32m Andrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocators, EP.133)
In this episode of Capital Allocators, host Ted Seides interviews Andrew Golden, President of the Princeton University Investment Company (PRINCO), to discuss how institutional endowments ma…
19 statements 8 featured
🎙CAPITAL ALLOCATORS
40m Annie Duke – Decision Making in a Crisis (Capital Allocators, EP.132)
In this panel hosted by Brian Portnoy and Jonathan Novy on Capital Allocators, decision strategist Annie Duke outlines how to navigate uncertainty, balance speed versus certainty during cris…
10 statements 4 featured 1 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 4m Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
Sandra Robertson, CEO and CIO of Oxford University Endowment Management (OUEM), shares her pioneering career journey from the Wellcome Trust to building Oxford's endowment office, detailing …
22 statements 6 featured 2 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
31m Steve Nelson – Assisting Private Equity Allocators Through Turbulent Times at ILPA (Capital Allocators, EP.129)
In this episode of Capital Allocators, host Ted Seides interviews Steve Nelson, CEO of the Institutional Limited Partners Association (ILPA), exploring how private equity allocators navigate…
9 statements 3 featured 1 assessments
🎙CAPITAL ALLOCATORS
51m Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
In this episode of Capital Allocators, host Ted Seides interviews Eric Peters, founder and CIO of One River Asset Management, exploring his journey from Chicago floor trading to managing vol…
19 statements 7 featured 2 assessments
🎙CAPITAL ALLOCATORS
27m Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
Ted Seides interviews Mark Baumgartner, Chief Investment Officer at the Institute for Advanced Study, exploring military decision-making frameworks, disciplined capital deployment, and trans…
9 statements 3 featured
🎙CAPITAL ALLOCATORS
1h 24m Ben Inker – Value Investing at GMO (First Meeting, EP.17)
In this episode of Capital Allocators, host Ted Seides interviews GMO's Head of Asset Allocation Ben Inker to explore the mathematical foundation of value investing, the adaptation of quanti…
23 statements 8 featured 6 assessments
🎙CAPITAL ALLOCATORS
47m Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
In this episode of Capital Allocators, host Ted Seides speaks with Michael Mauboussin on navigating market crises using consilient research, multidisciplinary behavioral models, and discipli…
18 statements 7 featured 7 assessments
🎙CAPITAL ALLOCATORS
44m James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
In this episode of Capital Allocators, host Ted Seides interviews macro strategist James Aitken to examine the structural fragilities, financial plumbing dislocations, and central bank liqui…
14 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
1h 6m Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
In this episode of Capital Allocators, host Ted Seides interviews Greg Fleming, founding CEO of Rockefeller Capital Management, on his Wall Street career, crisis leadership during 2008, sust…
15 statements 4 featured 2 assessments
🎙CAPITAL ALLOCATORS
55m Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
In this episode of Capital Allocators, host Ted Seides interviews Christie Hamilton, Head of Investments at Children's Health, exploring how she constructs portfolios aligned with hospital l…
30 statements 8 featured 2 assessments
🎙CAPITAL ALLOCATORS
52m Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
In this episode of Capital Allocators, host Ted Seides interviews Mike Mauzé, General Partner and co-founder of VMG Partners, exploring the firm's disciplined focus on lower-middle-market co…
29 statements 7 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 0m Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
In this episode of Capital Allocators, host Ted Seides interviews Doug Phillips, Chief Investment Officer of the University of Rochester Endowment, exploring his forty-year institutional inv…
26 statements 8 featured
🎙CAPITAL ALLOCATORS
1h 4m Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
In this episode of Capital Allocators, host Ted Seides interviews Dan Rasmussen, founder of Verdad Advisers, who deconstructs the historical drivers and systemic vulnerabilities of private e…
35 statements 10 featured 8 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
1h 8m James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
In Episode 122 of Capital Allocators, host Ted Seides interviews macroeconomic strategist James Aitken to examine structural capital flows, contrarian opportunities across global markets, an…
10 statements 4 featured 3 assessments 2 contradicted
🎙CAPITAL ALLOCATORS
1h 15m Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Peter Kraus, Chairman and CEO of Aperture Investors, joins Ted Seides to critique the structural flaws and fee misalignments of traditional asset management. Drawing on his four-decade caree…
20 statements 9 featured 5 assessments 1 contradicted
🎙CAPITAL ALLOCATORS
48m Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
In this featured interview from the Rational Reminder podcast, Ted Seides explores the nuances between passive indexing and elite institutional active management while reflecting on market s…
27 statements 8 featured 3 assessments
🎙CAPITAL ALLOCATORS
1h 1m Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
In this episode of Capital Allocators, Sapphire Ventures Managing Director Beezer Clarkson explores the structural mechanics of early-stage venture fund allocation, detailing manager underwr…
23 statements 9 featured 1 assessments
🎙CAPITAL ALLOCATORS
1h 5m Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
In this episode of Capital Allocators, host Ted Seides interviews Wall Street Journal special writer Greg Zuckerman about his book The Man Who Solved the Market, exploring the origins, mathe…
35 statements 13 featured 12 assessments