Today
TIP829: Kaspi Stock ($KSPI): The Cheapest E-Commerce Monopoly in the World w/ Daniel Mahncke and Shawn O'Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Kaspi.kz (NASDAQ: KSPI), the Kazakhstani super-app that combines payments, e-commerce, and fintech into a single platform that most of the country uses every day. They unpack why its dominance at home has been so hard for co ... Show More
1h 28m
Jul 5
TIP828: Restoration Hardware (RH): Building a Luxury Empire From Scratch w/ Shawn O'Malley and Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Restoration Hardware (ticker: RH). In this episode, you'll learn how RH was able to reinvent itself as a high-end furniture retailer, using opulent galleries, high-end dining, private yachts, and a membership model based on Amazon Prime a ... Show More
1h 8m
Aug 2024
95. Private Equity Deals with Ted Seides, Host of Capital Allocators
Send us Fan Mail Today’s episode is for all of you buy side and private markets junkies. We are joined by Ted Seides, who is the host of the Capital Allocators and Private Equity Deals podcasts, soon to be thrice-published author, and expert in the Alts — the world of hedge funds ... Show More
50m 39s
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
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
May 2025
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
<p>Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building ... Show More
51m 6s
On today’s episode, Clay is joined by Ted Seides to discuss his new book — Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals.
Over the past 20 years, the private equity industry has gone from a cottage industry to a powerful juggernaut that touches every corner of the global economy — now totaling over $ ... Show More
