Best Ted Seides – Allocator Podcasts (2025)

1
WTT: Will Blackstone Become Private Equity's Millennium? 5:58

3h ago5:58

5:58

What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last year, while the rest of the industry mostly struggled. What will this mean for private markets going forward? Have a listen to find out. Read Ted’s blog here.…

1
Rethinking Investing with Greenwich Associates' Charles Ellis 52:25

9h ago52:25

52:25

Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson, Lufkin, and Jenrette. Charles was appointed to the faculty of the Yale School of Management and twice to the Harvard Business School. He also served…

1
Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms” 14:14

1d ago14:14

14:14

Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices. How can you take advantage of these Superbooms? Jeffrey Hirsch is editor of the Stock Trader’s Almanac & Almanac Investor Newsletter. He wrote the 2011 book, “Super Bo…

1
Team Favorite At the Money: Valuation Is an Exercise in Faith 13:37

2d ago13:37

13:37

Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Ritholtz speaks with Professor Aswath Damodaran of NYU Stern School of Business. He has written numerous books on valuation and finance. Each week, “At th…

1
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) 54:31

4d ago54:31

54:31

Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equity, credit, and technology opportunities that spun out of the Harvard Management Company in 1998. Our conversation covers Mike’s path from science to finance, including an immigrant story and a draw to…

1
Christine Phillpotts on Investing in Emerging Markets 1:10:15

8d ago1:10:15

1:10:15

Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. She spent 10 years at AllianceBernstein as Portfolio Manager and Senio…

1
Ian Charles - Private Equity's New Rules (EP.431) 52:21

11d ago52:21

52:21

Ian Charles is a founding partner at Arctos Partners, a $10 billion private equity firm that strives to create valuable solutions to complex problems. In just five years, Arctos has become the leading institutional investor across the five major North American sports leagues. It also serves as a strategic partner to leading private market sponsors …

1
[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225) 1:13:35

11d ago1:13:35

1:13:35

Ian Charles and Doc O’Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in professional sports franchises. From its founding just two years ago, Arctos quickly has become the market leader in the space, raising a $2.1 billion first-time fund and a SPAC alongside Exe…

1
Understanding 'The 5 Types of Wealth' with Sahil Bloom 52:09

14d ago52:09

52:09

Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil spent roughly 7 years in high finance, serving as Vice President of a private equity fund with $3.5 billion in assets under management. He holds multi…

1
Ted Seides on Whether Hedge Funds Are Right For You 16:08

16d ago16:08

16:08

Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks appropriate for you? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale …

1
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430) 53:43

18d ago53:43

53:43

Anthony Pompliano is an entrepreneur, media creator, and investor who has built one of the largest audiences of DIY investors. His following canvasses 1.6 million people on X, 560,000 on YouTube, and 260,000 on his daily The Pomp Letter. Anthony created Professional Capital Management, an investment company that builds and invests in early-stage co…

1
The US Economy and Trump Administration Policy with Apollo's Torsten Slok 1:11:20

22d ago1:11:20

1:11:20

Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there was top-ranked by Institutional Investor in fixed income and equities for ten of those years. Additionally, he spent time in Paris at the OECD as wel…

1
Jeff Hirsch on Presidential Market Cycles 14:14

23d ago14:14

14:14

What does history inform us about how newly elected presidents impact the market cycle? What should investors expect from the next 4 years? Jeffrey Hirsch, editor of the Stock Trader’s Almanac, speaks with Barry Ritholtz about how each year of any President’s term impacts markets in a different way. Each week, “At the Money” discusses an important …

1
Introducing: Trumponomics 1:32

24d ago1:32

1:32

Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of governm…

1
Mitchell Green - Lead Edge of Harnessing Networks (EP.429) 43:53

25d ago43:53

43:53

Mitchell Green is the founder and managing partner of Lead Edge Capital, a growth equity firm with $5 billion in assets that invests in software, internet, and tech-enabled businesses. Lead Edge leverages its LPs, comprised of over 700 seasoned executives, entrepreneurs, deal makers, and celebrities to connect its portfolio companies with customers…

1
From Managing Portfolios to Running an Organization with Mike Freno 1:00:33

29d ago1:00:33

1:00:33

Barry speaks with Mike Freno, Barings LLC Chairman and CEO. In his nearly 20 years with the firm, Mike has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets. He also spent 5 years as the company's President, overseeing a majority of Barings’ business sectors including investments, sales, opera…

1
At the Money: Compounding Health and Wealth 16:20

30d ago16:20

16:20

We understand how wealth compounds over time, but did you know you can also compound your health? Phil Pearlman, former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute speaks with Barry Ritholtz about the parallels between wealth and health management. Each week, “At the Money” discusses an important topic in m…

1
WTT: When Will Private Markets Normalize? 3:48

1M ago3:48

3:48

Could 2025 be the year private equity fund flows return to normal? No. Not yet. Ted explains why in his latest post. Read Ted’s blog here.

1
Striking Oil – CrownRock by Lime Rock Capital (EP.428) 1:07:00

1M ago1:07:00

1:07:00

When you think of the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton come to mind. After a recent episode of Private Equity Deals, you might also think about 3G’s acquisition of Burger King. But I’d bet you wouldn’t think about an oil and gas play called CrownRock. Lime Rock Capital created CrownRock …

1
Jonathan Clements Explains Why Dying is Hard Work 1:08:25

1M ago1:08:25

1:08:25

Barry speaks with Jonathan Clements, Founder and Editor of the HumbleDollar and veteran personal finance columnist for the Wall Street Journal. He wrote over a thousand columns for the Journal and for the Wall Street Journal Sunday before spending six years as Citigroup's Director of Financial Education. He also held positions at Euromoney and Forb…

1
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) 54:08

1M ago54:08

54:08

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies, added a m…

Podcasts Worth a Listen

Ted Seides – Allocator Podcasts

Podcasts Worth a Listen

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

1
Masters in Business

Bloomberg

1
WTT: Will Blackstone Become Private Equity's Millennium? 5:58

1
Rethinking Investing with Greenwich Associates' Charles Ellis 52:25

1
Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms” 14:14

1
Team Favorite At the Money: Valuation Is an Exercise in Faith 13:37

1
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) 54:31

1
Christine Phillpotts on Investing in Emerging Markets 1:10:15

1
Ian Charles - Private Equity's New Rules (EP.431) 52:21

1
[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225) 1:13:35

1
Understanding 'The 5 Types of Wealth' with Sahil Bloom 52:09

1
Ted Seides on Whether Hedge Funds Are Right For You 16:08

1
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430) 53:43

1
The US Economy and Trump Administration Policy with Apollo's Torsten Slok 1:11:20

1
Jeff Hirsch on Presidential Market Cycles 14:14

1
Introducing: Trumponomics 1:32

1
Mitchell Green - Lead Edge of Harnessing Networks (EP.429) 43:53

1
From Managing Portfolios to Running an Organization with Mike Freno 1:00:33

1
At the Money: Compounding Health and Wealth 16:20

1
WTT: When Will Private Markets Normalize? 3:48

1
Striking Oil – CrownRock by Lime Rock Capital (EP.428) 1:07:00

1
Jonathan Clements Explains Why Dying is Hard Work 1:08:25

1
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) 54:08

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