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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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How do the world's most productive, influential, and innovative people choose to spend their time, energy, attention, and capital? In "The Allocator" podcast, we go behind the scenes to unpack the strategic allocation decisions of leaders, entrepreneurs, creators, and thinkers. Each episode features an in-depth interview with a fascinating guest, diving into how they thoughtfully manage their most valuable and limited resources. We explore the frameworks, routines, and tradeoffs they use to ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor. Support this podcast: https://podcasters.spotify.com/pod/show/investinalts/support
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Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
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The Stacking Benjamins Show

StackingBenjamins.com | Cumulus Podcast Network

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Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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Learn about the future of money and how Bitcoin proposes a solution to the problems in our monetary system. Why is wealth concentration growing? Will the U.S. dollar always be the world reserve currency? Is Bitcoin the "internet of money?" Journalist and educator Natalie Brunell shares one-on-one interviews with thought leaders. Whether you're eager to start learning about Bitcoin, or already follow the world of cryptocurrency and its pioneers, this show has something for you to HODL. Join u ...
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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.
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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.
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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.
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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, REITs and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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Up2

Up2 Foundation

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Refreshingly candid conversations with some of today’s most humble leaders. Adam Kaufman dives into topics often left unexplored. His guests’ challenges, fears, and motivations show what it takes to become a humble leader.
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Mint Dialogues

Mint - HT Smartcast

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Mint engages with a panel of experts in the world of personal finance on a weekly basis to help investors get better returns. The sessions go deep into the big questions of the day around stock markets, bonds, IPOs and much else. This is a Mint production, brought to you by HT Smartcast.
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Market Narratives

Investment Magazine

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
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Lungcast

American Lung Association & HCPLive

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Join the American Lung Association and HCPLive every month as Dr. Al Rizzo interviews world-leading experts on the great challenges, accomplishments, and stories in respiratory medicine. Get the latest lung health news, including future Lungcast topics and guests, by signing up for our newsletter at Lung.org. (https://www.lung.org)
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The Practical Still

Mark Still & Dan Cavallari

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Whiskey hunting and collecting has gotten crazy but there are still wonderful bottles of bourbon, rye, and single malt whiskeys waiting for you on store shelves if you just know a little bit about what to shop for. The Practical Still is about finding value in whisky to drink and share. Whiskey was never meant to sit on a shelf. Open the Bottle and enjoy it. We don't do detailed reviews, we just help you understand and enjoy the whiskey you can drink today.
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Complexity Premia

Coolabah Capital Investments

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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
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Join Barron’s for an exclusive live conversation with journalists and guests. Our editors and reporters will examine the pandemic and its impact on markets, the economy, companies and individuals. Topics include Managing Your Money, The Future of Health Care, What to Watch in the Markets, Tech Stocks, and more.
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Embedded edge with Nitin is a podcast show hosted by Nitin Dahad, who talks to both engineers and executives in the embedded systems design and development industry to gain insights into the embedded systems, technologies and products featured in embedded.com.
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If you want to trade like a tastylive trader, you have to learn how to talk like a tastylive trader. Sit down with Tom and Tony as they dish out and discuss popular trading topics that give you an edge when opening, closing and managing your trades.
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We Do A Little is a collection of long form podcasts hosted by Deeze, Andy8052, and Redbeard focused on deep + candid conversations with awe-inspiring individuals who excel at what they do.
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Every Possible Angle

Paragonix Technologies

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Explore the fascinating world of organ transplantation through the eyes of seasoned industry professionals as they share insights, experiences, and the latest advancements in the field. Hosted by Paragonix Technologies.
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/
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White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…
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Today we are answering your asset allocation questions. We talk about how to adjust your asset allocation and when to do it, what changes with asset allocation when thinking about your long vs short term investment plan, how to make the most of your asset allocation and more. We also have a philosophical discussion about economic growth and answer …
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Tom Sosnoff and Tony Battista discussed the importance of managing positions at 21 days to expiration (DTE) to control portfolio volatility and optimize returns. Analyzing strategies like strangles and naked puts, they found exiting early reduces risk while enhancing profits, especially in bull markets. They emphasized that increasing capital alloc…
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Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office. Listen in as Paul and Stacy discuss: ● His backstory - from college intern at a tech start-up to CIO ● The power of being candid about challenges and failures in meetings ● A common p…
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Cliff Asness is the Founder and CIO at AQR, an investment management firm at the intersection of financial theory and practice that oversees $100 billion in assets. He is famously intelligent, comical, and irreverent, all wrapped into one. Our conversation covers Cliff's journey from studying market efficiency under Eugene Fama to capitalizing on m…
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In this episode we answer emails from Kimbrough from Anchorage and anonymous Visitors from British Columbia and Denver. We discuss fish hatching and slaughterhouses, long term treasury bond funds, the inherent problems and inefficiencies with many popular but inflexible withdrawal plans, and how we use our flexible 3-1-1 guidelines to match and max…
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This episode returns to the subject of drought and how the government manages water scarcity. This time: an interview with Nicole Pyett, a hydrogeologist and Water Resources Section Head, Authorizations for the Thompson Okanagan region with BC's Ministry of Water, Land and Resource Stewardship. Scroll down to find a bunch of resources NIcole mentio…
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Today’s guest is Catherine LeGraw, a member of GMO’s Asset Allocation Team. In today’s episode, Catherine explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years," and “we are building portfolios with some of the highest forecasted relative and absolute returns we’ve ever seen." She explains where she sees opport…
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In this episode of Coin Stories powered by Bitdeer Technologies Group ($BTDR), Peter Schiff and Natalie discuss: The state of the economy and whether a "crash landing" can be avoided Interest rate hikes and inflation Gold's recent ATH Gold miners underperforming Bitcoin vs gold What is intrinsic value? Does Peter regret not buying Bitcoin? (Yes!) -…
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Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1 Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://t…
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This episode, a conversation with farmer Paddy Doherty of West Enderby Farm. Paddy and his partner Elaine retired last year, but for close to fifteen years they grew organic carrots and a couple other crops in the North Okanagan. Paddy and Elaine's reputation as solid farmers would have been enough to fill a whole interview, but there was a lot mor…
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In this week's episode of the Coin Stories News Block powered by Bitdeer (NASDAQ: BTDR), we cover these major headlines related to Bitcoin and global finance: Biden Administration Imposes More Inflationary Policies, Including China Tariffs Wisconsin Becomes First State to Buy Bitcoin in its Pension Fund Vanguard Appoints Ex-BlackRock ETF Lead as Ne…
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This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…
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New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about…
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In this episode with macro analyst Ed Dowd, we discuss: The current state of the economy and whether a crash is looming What would a 30-50% stock crash look like and could money printing 'save it' Bank consolidations: Ed predicts failures of many regional banks and a few Too Big to Fail Banks emerging at the top How will a CBDC work and why would t…
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On this week's Walnut Wednesday, California Walnut Board and Commission's Josh Rahm returns to provide important regulatory updates for California walnut growers. Supporting the People who Support Agriculture Thank you to this month's Walnut Wednesday sponsor who makes it possible to get you your daily news. Please feel free to visit their website.…
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Welcome to our latest episode of the Dakota Live! Podcast. In this special episode, we recorded live from North Dakota State University in Fargo, bringing together a panel of distinguished guests to explore the growth of capital in the state and how investment decisions from the State’s Department of Trust Lands, North Dakota State University (NDSU…
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In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joel…
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Robinhood seams to always be in the news, and usually not for a good reason. Today Joe and OG discuss Robinhood crypto potentially being sued be the SEC. Crypto still seems to be the wild wild west. Is the SEC trying to put some regulations around crypto but then again isn't that the whole purpose of crypto? Our TikTok is all about following the pr…
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It was a pleasure to welcome Kris Kumar, CIO of Goose Hollow Capital, to the Alpha Exchange. Our conversation starts with Fed policy and the manner in which the 500bps of policy tightening is impacting the economy. To this, Kris argues that the propitious starting position for households and corporates in this cycle has been quite different than in…
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While the brands and characters he helped create are among the most recognized in the world, on a personal level this marketing genius practices the 'scarcity model.' We couldn't be more thrilled to have Jeff Charney with us for his first ever podcast appearance, sharing his journey from small town South Carolina to the pinnacle of corporate market…
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In a dynamic discussion on strategic trading, the focus is on the utility of the '24-day approach' for options trading. This robust strategy emphasizes entering trades at 45 days to expiration and exiting at 21 days, optimizing the time frame to hold a trade based on statistical analysis. The conversation highlights managing trades by monitoring P&…
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Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…
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Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Keith Dicker on Twitter https://twitter.com/IceCapGlobal Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://…
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I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To l…
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