Best Ted Seides Podcasts (2023)

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The Sherman Show

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TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors 48:58

7d ago48:58

48:58

DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Ted Seides, founder of Capital Allocators, a podcast ecosystem that includes gatherings, and advisory to managers and allocators. The episode kicks off with Mr. Seides recounting how ... Read MoreBy DoubleLine

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Capital Allocators – Inside the Institutional Investment Industry

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Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305) 38:00

7h ago38:00

38:00

My guest on today’s sponsored insight is Andy Lee, the Founder and CIO of Parallaxes Capital. Andy spun out of Lone Star in 2017 to focus on the niche opportunity to invest in Tax Receivable Agreements or TRAs. Our conversation covers Andy’s background and path to the hidden gem of TRAs. We cover the basics of a TRA, rationale for their use, driver…

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Panic with Friends - Howard Lindzon

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Barry Ritholtz - Chairman and CIO of Ritholtz Wealth Management on The Fed, the Market, and some Strong Opinions, Loosely Held (EP.247) 58:33

23m ago58:33

58:33

I’m excited to have my good friend Barry Ritholtz back on the show. Barry is the Chairman and CIO of Rithotz Wealth Management, an author, a newspaper columnist, and the host of the Bloomberg Podcast Masters in Business. He also runs a blog called The Big Picture, along with Josh Brown and Michael Batnick. I had Josh Brown on a few weeks ago, so I …

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Capital Allocators – Inside the Institutional Investment Industry

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Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304) 44:51

1h ago44:51

44:51

Adam Rodman is the Founder and Chief Investment Officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across public and private markets. Adam founded Segra in 2013 to focus on a concentrated portfolio of contrarian, underfollowed investment ideas. In turn, this led to a dedicated focus on nuclear power. Both …

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Capital Allocators – Inside the Institutional Investment Industry

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WTT - Short-Term Gain, Long-Term Pain, Part 2 9:18

1h ago9:18

9:18

Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experience working at Yale for some parallels. Suffice it to say David Swensen didn't play the game like SVB did, but I think I know how he would've been spending his time to prepare for what comes next. Rea…

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Capital Allocators – Inside the Institutional Investment Industry

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David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303) 56:56

1h ago56:56

56:56

This sponsored insight features David Abrams, Founding Partner of Velocity Capital Management. Velocity is a newly formed firm that focuses on investing with founders to build best-in-class sports, media, and entertainment companies. Our conversation covers David’s background, long experience in distressed investing on Wall Street and at Apollo, an…

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Panic with Friends - Howard Lindzon

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Axos Bank CEO Greg Garrabrants Explains the Recent Banking Crisis (EP.246) 53:20

40m ago53:20

53:20

The past week and a half was pretty tough – everyone on Twitter went from Ukraine war expert to Bank run expert after the Silicon Valley Bank debacle. There were even rumors of bank CEOs flying in to visit old man Warren Buffet in Omaha over the weekend before last. I’m no expert, and I honestly have know idea how all this plays out in the very sho…

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Capital Allocators – Inside the Institutional Investment Industry

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Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) 59:55

10d ago59:55

59:55

Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital’s partners in strategies that diversify away from the equity-orientation of the firm’s core. In its search for attractive, uncorrelated assets, the Partnership Strategies team became an early mover in environment…

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The Sherman Show

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TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis 48:31

20h ago48:31

48:31

DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome Fairlead Strategies Founder and Managing Partner Katie Stockton, the first technical analysis specialist to visit The Sherman Show. Ms. Stockton kicks off the show by recounting what ... Read MoreBy DoubleLine

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Panic with Friends - Howard Lindzon

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Talking Testosterone and Longevity with Hone Health Co-founder and CEO Saad Alam (EP.245) 55:04

33m ago55:04

55:04

There’s a massive unspoken epidemic going on globally in men’s health right now – low T-scores; and practically no one is talking about it. Lots of ‘youts’ are running around on an empty tank and don’t even know it. It’s an interesting and very important topic; and it's at the top of a lot of people’s minds, even if it’s a bit taboo to talk about. …

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Capital Allocators – Inside the Institutional Investment Industry

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TaylorMade on Private Equity Deals 0:44

7d ago0:44

0:44

Listen to TaylorMade on Private Equity Deals It’s almost golf season, and what better way to get mentally prepared for the game than listening to the turnaround story of TaylorMade. Episode 3 of Season 2 of Private Equity Deals released this morning, in which David Shapiro from KPS discusses the firm’s investment from a colorful history, broken pro…

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Capital Allocators – Inside the Institutional Investment Industry

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William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301) 55:19

17d ago55:19

55:19

Bill Orum is a Partner at Capricorn Investment Group, one of the largest and longest standing mission-aligned investment organizations. Capricorn oversees $9 billion across three distinct but related investment strategies - an OCIO serving families and foundations, a seeding business that backs impact asset managers, and the Technology Impact Fund,…

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Panic with Friends - Howard Lindzon

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Howard Lindzon - Errors of Omission and other Investing Lessons Learned Along the Way (EP.244) 31:29

8h ago31:29

31:29

In this episode, I’m back in the hot seat again while my producer Knut grills me on what I’m calling my ‘errors of omission’. It’s part of my plan this year to cover various points in my career. Previously I've discussed details on Wallstrip and Stocktwits. Both of those episodes answered a lot of the questions I've been asked over the years. But o…

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Capital Allocators – Inside the Institutional Investment Industry

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Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300) 1:11:55

24d ago1:11:55

1:11:55

Tom Steyer is the founder and former head of Farallon Capital Management, climate activist, candidate for President of the United States in 2020, and most recently, co-founder of Galvanize Climate Solutions, a mission driven investment platform addressing urgent climate solutions. Our conversation covers Tom’s early career and founding of Farallon …

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Panic with Friends - Howard Lindzon

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Downtown Josh Brown on the Past, Present, and Future of Finance Media (EP.243) 51:43

7d ago51:43

51:43

I couldn’t be more excited to have my good friend Downtown Josh Brown on the show! Josh and I go way back to the early, early days of Stocktwits. He’s built what’s probably the biggest financial media brand outside of CNBCq and has managed to thrive amidst the people who like to hate on people who are doing well on social media; so I’ve got lots an…

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Capital Allocators – Inside the Institutional Investment Industry

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JUST RELEASED: Blue Triton Brands on Private Equity Deals 0:57

29d ago0:57

0:57

Listen to Blue Triton Brands on Private Equity Deals. On the second episode of season 2 of Private Equity Deals, Scott Spielvogel from One Rock Capital discusses their carveout of Blue Triton Brands, a business that formerly comprised Nestle Water North America. Its brands collectively have the top market share in North American bottled water and i…

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Capital Allocators – Inside the Institutional Investment Industry

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Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299) 54:45

28d ago54:45

54:45

Beezer Clarkson, Chris Douvos, and Joelle Kayden are three of the most respected investors in venture capital funds, manning their forts at Sapphire Ventures, Ahoy Capital, and Accolade Partners, respectively. Each is a past guest on the show and we’re replayed those conversations in the feed. In a far more challenging environment after last year’s…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235) 55:47

10d ago55:47

55:47

My guest on the 7th episode of Venture is Eating the Investment World is Joelle Kayden, the Founder and Managing Partner of Accolade Partners, a $3.6 billion venture fund of funds that invests across early stage, growth, blockchain, and empowerment strategies and one of the most respected firms in the business. Our conversation covers Joelle’s near…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) 56:48

11d ago56:48

56:48

Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire’s fund investments in early stage venture funds globally. Her career through direct and fund investing has left her with unusually deep knowledge and insights in the space. Our conversation starts with Beezer’s meandering career and tur…

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Capital Allocators – Inside the Institutional Investment Industry

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[REPLAY] Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14) 1:10:00

28d ago1:10:00

1:10:00

Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development of new manager relationships. He is the author of an entertaining blog about venture capital ent…

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Panic with Friends - Howard Lindzon

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Helene Meisler, Queen of Price and Sentiment - Cautiously Optimistic on a Soft Landing (EP.242) 47:49

15d ago47:49

47:49

I’m excited to have Helene Meisler back on the show! She was last here in June, and with all that’s been going on in the markets lately it felt time to check back in. I’ve been following her work since the start of TheStreet.com – she knows her stuff and loves talking about the markets. She’s a connoisseur of the chart – what I like to call ‘chart …

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Capital Allocators – Inside the Institutional Investment Industry

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Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298) 44:51

1M ago44:51

44:51

Dan Ivascyn is the Group-CIO of PIMCO, the legendary bond shop with nearly $2 trillion in assets under management. Dan arrived at PIMCO 25 years ago and assumed the Group-CIO seat in 2014, where he leads portfolio management for the firm’s income strategies, credit hedge fund, and mortgage opportunistic strategies. Today’s guest host is Ana Marshal…

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The Sherman Show

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TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation 57:42

1M ago57:42

57:42

DoubleLine Deputy Chief Investment Officer Jeffrey Sherman and Portfolio Manager Samuel Lau welcome back Nancy Davis, Founder, Managing Partner and Chief Investment Officer of Quadratic Capital Management, to The Sherman Show. Messrs. Sherman and Lau, and Ms. Davis kick things ... Read MoreBy DoubleLine

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Panic with Friends - Howard Lindzon

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Nate Cooper of Barrel Ventures on the Multi-Trillion Dollar Opportunity to Fix our Broken Food Ecosystem (EP.241) 43:08

23d ago43:08

43:08

I’m excited to have my friend Nate Cooper, partner at Barrel Ventures, on the show as our second in-studio guest. Nate invests in seed stage companies in the food and beverage space. He’s excited about anything pre-farm to post fork and everything in between. Nate views our food ecosystem as broken, with a multi-trillion dollar opportunity waiting …

Podcasts Worth a Listen

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Ted Seides Podcasts

Podcasts Worth a Listen

SPONSORED

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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The Sherman Show

DoubleLine

1
Panic with Friends - Howard Lindzon

Panic with Friends

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Successful Investors

SEI Novus

1
TSS Episode 134: Capital Allocators’ Ted Seides on Literal Rich Uncles, Platforming CIOs and Fewer Unforced Errors 48:58

1
Andy Lee – Empty Rooms: Investing in Tax Assets at Parallaxes Capital (Capital Allocators, EP.305) 38:00

1
Barry Ritholtz - Chairman and CIO of Ritholtz Wealth Management on The Fed, the Market, and some Strong Opinions, Loosely Held (EP.247) 58:33

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Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304) 44:51

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WTT - Short-Term Gain, Long-Term Pain, Part 2 9:18

1
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303) 56:56

1
Axos Bank CEO Greg Garrabrants Explains the Recent Banking Crisis (EP.246) 53:20

1
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) 59:55

1
TSS Episode 135: Fairlead’s Katie Stockton Charts a Path Into Technical Analysis 48:31

1
Talking Testosterone and Longevity with Hone Health Co-founder and CEO Saad Alam (EP.245) 55:04

1
TaylorMade on Private Equity Deals 0:44

1
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301) 55:19

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Howard Lindzon - Errors of Omission and other Investing Lessons Learned Along the Way (EP.244) 31:29

1
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300) 1:11:55

1
Downtown Josh Brown on the Past, Present, and Future of Finance Media (EP.243) 51:43

1
JUST RELEASED: Blue Triton Brands on Private Equity Deals 0:57

1
Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299) 54:45

1
[REPLAY] Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235) 55:47

1
[REPLAY] Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) 56:48

1
[REPLAY] Chris Douvos – Venture Capital’s Super LP (Capital Allocators, EP.14) 1:10:00

1
Helene Meisler, Queen of Price and Sentiment - Cautiously Optimistic on a Soft Landing (EP.242) 47:49

1
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298) 44:51

1
TSS Episode 133: Quadratic’s Nancy Davis on Selling Vol, Yield Curve Hand Signals and Deflation 57:42

1
Nate Cooper of Barrel Ventures on the Multi-Trillion Dollar Opportunity to Fix our Broken Food Ecosystem (EP.241) 43:08

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Ted Seides Podcasts

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Podcasts Worth a Listen

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