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
Nov 19
BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)
Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges.
They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottle ... Show More
1h 2m
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
Oct 16
How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak
This expert doesn't just talk disruption, he invests in it.And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market an ... Show More
41m 19s
Sep 25
Why most investors are looking in the wrong places - Frank Thormann | Schroders
Look for companies with a "positive growth gap".That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders.Using plenty of real stock examples, we unpack Frank's process to understand:What he means by 'positive growth gaps'How he identifies moments wh ... Show More
35m 10s
Jan 2024
MI Rewind: Naval w/ Eric Jorgenson
On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose t ... Show More
49m 52s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s