Apr 2021

28m 22s

Ep. 82 - Ted Seides: Manager Fundamental...

Ryan Reeves

About this episode

In this conversation we cover:

- Ted's background at the Yale endowment and Protege Partners

- What he looks for in an investment manager

- How he invests his own money

- The genesis of the Capital Allocators podcast

- And much more!

Thank you so much for listening, we really appreciate you.
If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!

You can find more information and content by going to these places:

Premium Research: https://www.investingcity.org/subscriptions
Website: https://www.investingcity.org
YouTube: Investing City
Twitter: investing_city

Or feel free to email us at service@investingcity.org

Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!

Up next

May 11

Ep. 120 - Ralph Molina: High Conviction Investing

In this conversation, we cover: - how Ralph thinks about hidden champions- what pesto taught him about moats- the standard required for huge concentration- how Ralph does scuttlebutt- how his operating experiences have helped him become a better investor- and much more!You can fi ... Show More

1h 36m

Jan 2025

Ep. 119 - Sustainable Growth

In this conversation, we cover: - how Sustainable growth has 8 ten baggers - lessons from Mastercard - overviews of big winners like Pro Medicus and Wisetech Global - many other companies like MELI, NVDA, FICO, etc Thank you so much for listening, we really appreciate you. If you ... Show More

55m 58s

Oct 2024

Ep. 118 - Rodrigo Benedetti: Secular Curiosity

You can find Rodrigo on X here. In this conversation, we cover: Tankers Small banks Coal Healthcare (TMDX, EW) Shorting Macro How to break down a sector from scratch Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leavin ... Show More

1h 2m

Recommended Episodes

Apr 2021

TIP343: How to Invest like the Best w/ Ted Seides

In today’s episode, Trey sits down with Ted Seides to talk about how the world’s elite money managers lead and invest. Ted has had an incredible career as an allocator, having started under the tutelage of David Swensen of the Yale Endowment, before starting his own multi-billion ... Show More

54m 31s

Aug 2022

Welcome to Private Equity Deals with Capital Allocators

Hello, I’m Ted Seides, the host of the Capital Allocators podcast, and it’s my pleasure to bring you Private Equity Deals. This show dives into deals in the private markets through conversations with private equity managers. Much like Capital Allocators, we’ll share conversations ... Show More

53s

Aug 2023

Ted Seides on the World’s Elite Money Managers

Bloomberg Radio host Barry Ritholtz speaks with asset management expert Ted Seides, founder of Capital Allocators LLC. His most recent book is “Capital Allocators: How the World’s Elite Money Managers Lead and Invest”; he is also the host of the popular “Capital Allocators” podca ... Show More

1h 21m

Jun 2021

TIP356: Investing Mastermind Q2 2021

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community. IN THIS EPISODE, YOU'LL LE ... Show More

1 h

Oct 2024

Talk Your Book: Private Equity Deals with Ted Seides

On today's show, we are joined by Ted Seides, founder of Capital Allocators to discuss his new book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals. Thanks to Public for sponsoring this episode! Visit: http://public.com/c ... Show More

39m 33s

Apr 2020

MI035: Invest Better Using Focus and Minimalism with Greg McKeown (Personal Development Podcast)

BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. SUBSCRIBE to the NEW Real Estate Investing Podcast Get a FREE audiobook from Audible Greg McKeown’s book Essentialism Nir ... Show More

39m 28s

Feb 2020

MI027: Building A Successful Online Course and Startup with Greg Smith (Business Podcast)

BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Free 14-Day Trial of Click Funnels Get a FREE audiobook from Audible SUBSCRIBE to the NEW Real Estate Investing Podcast G ... Show More

1 h

Aug 2020

MI052: Tesla, SpaceX, Virgin Galactic, and Elon Musk with John Engle (Investing Podcast)

BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get a FREE audiobook from Audible Benjamin Graham’s book The Intelligent Investor CNBC Article on Tesla and SpaceX Mohnis ... Show More

49m 59s

Oct 2021

MI Rewind: Invest Better Using Focus and Minimalism w/ Greg McKeown

IN THIS EPISODE, YOU’LL LEARN: 5:35 - What it means to follow Essentialism. 11:03 - Why do you feel like you aren’t succeeding? 24:35 - When you need to practice saying no. 29:37 - How can you be a better and more focused investor? And much, much more! *Disclaimer: Slight timesta ... Show More

42m 22s

Feb 2022

MI Rewind: Warren Buffett Value Investing with Gary Mishuris

IN THIS EPISODE YOU’LL LEARN: 12:24 - What exactly value investing is. 12:24 - What are the common misconceptions about value investing. 42:11 - How Coronavirus will continue to impact the stock market. 1:01:27 - How investors build conviction to hold during hard times. And much, ... Show More

1h 8m