All Capital Allocators Episode Recaps

Browse all episode recaps for Capital Allocators hosted by Ted Seides.

• Will Guidara – Unreasonable Hospitality (EP.492) (2026-03-16)
• Will Guidara - Unreasonable Hospitality (2026-03-16)
• Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (2026-03-12)
• [REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388) (2026-03-09)
• Katelin Holloway – Human Side of Venture Investing at 776 (EP.490) (2026-03-09)
• Katelin Holloway – Human Side of Venture Investing at 776 (2026-03-09)
• [REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (2026-03-09)
• Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) (2026-03-02)
• Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (2026-03-02)
• [REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (2026-02-23)
• Ed Grefenstette and Sean Warrington – Venture Market Update (2026-02-23)
• [REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) (2026-02-23)
• Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (2026-02-16)
• Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487) (2026-02-16)
• WTT: Can Private Markets Normalize? (2026-02-12)
• [REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70) (2026-02-09)
• [REPLAY] Matt Whineray – Leading New Zealand Super Fund (2026-02-09)
• [REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (2026-02-09)
• Stephen Gilmore – CalPERS' Total Portfolio Approach (2026-02-09)
• Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486) (2026-02-09)
• [REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108) (2026-02-09)
• Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (2026-02-05)
• Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485) (2026-02-05)
• Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484) (2026-02-02)
• [REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05) (2026-02-02)
• [REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (2026-02-02)
• Jonathan Lewinsohn – Credit Microcycles at Diameter (2026-02-02)
• Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (2026-01-26)
• Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (2026-01-22)
• Scott Kleinman – Apollo's Integrated Alternatives Platform (2026-01-19)
• Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481) (2026-01-19)
• [REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29) (2026-01-12)
• Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (2026-01-12)
• [REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312) (2026-01-12)
• [REPLAY] - Ashby Monk – Asset Giant Futurist (2026-01-12)
• Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480) (2026-01-12)
• [REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (2026-01-12)
• Mike Gitlin – The Century of Capital Group (2026-01-05)
• Mike Gitlin – The Century of Capital Group (EP.479) (2026-01-05)
• Top 5 of 2025: #3: Tim Sullivan (2025-12-29)
• Top 5 of 2025: #2: Ian Charles (2025-12-29)
• Top 5 of 2025: #1: Howard Marks (2025-12-29)
• Top 5 of 2025: #5: Adrian Meli (2025-12-22)
• Year in Review 2025 (2025-12-22)
• Year in Review 2025 (EP.478) (2025-12-22)
• Top 5 of 2025: #4: Alex Sacerdote (2025-12-22)
• Matthew Dicks – Storytelling Mastery (2025-12-15)
• Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (2025-12-08)
• [REPLAY] Josh Wolfe – Seeing the Lux (2025-12-08)
• Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (2025-12-04)
• John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (2025-12-01)
• Daniel Mahr – Glass Box Quant at MDT Advisers (2025-11-20)
• David Lyon – Hybrid Capital Solutions for Private Assets (2025-11-17)
• WTT: The Sydney Sweeney Interview (2025-11-14)
• Jay Ripley – Emerging Manager Selection at GEM (2025-11-10)
• [REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (2025-11-10)
• Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (2025-11-06)
• Jeff Aronson – Building Centerbridge Across the Capital Structure (2025-11-03)
• Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (2025-10-27)
• [REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (2025-10-27)
• [REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (2025-10-27)
• [REPLAY] Morgan Housel – The Psychology of Money (2025-10-20)
• [REPLAY] Morgan Housel – Same as Ever (2025-10-20)
• Morgan Housel – The Art of Spending Money (2025-10-20)
• John Graham – Evolution of the Canadian Model at CPPIB (2025-10-13)
• Understanding the 401(k) Market – Eric Mogelof, KKR (2025-10-09)
• Matt Spielman – Igniting Careers and Energizing Lives (2025-10-06)
• [REPLAY] Matt Spielman – Executive Coaching in Asset Management (2025-10-06)
• Mason Morfit and Rob Hale – Quiet Activism at ValueAct (2025-09-29)
• Jack Kokko – Building the Google of Finance at AlphaSense (2025-09-25)
• Herb Wagner – Opportunistic Value at Finepoint Capital (2025-09-22)
• Adrian Meli – Active Equity Excellence at Eagle (2025-09-15)