Ted Seides

Ever wonder which episode to listen to next? We’ve created eight playlists of the top episodes across the following categories: Most Popular Investment Legends CIOs Capital Formation Interdisciplinary Knowledge Public Equity Private Equity Private Market Allocation Available on our website or Spotify. capitalallocators.emlnk1.com/lt.php?x=4lZy~…

The S&P 500 remains the standard benchmark—but its current makeup may no longer reflect the broad, diversified U.S. exposure investors assume. What does that mean for passive investing, manager evaluation, and portfolio decisions? capitalallocators.com/when-the-bench…

"I manage every single dollar like a maniac 95% of the time... you do that so that you can earn the right to spend the last 5% foolishly... it's that spending that does most of the heavy lifting in transforming a business." -Will Guidara (EP.492) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"If praise is affirmation, criticism is investment. We need to create cultures where people are not only receiving criticism well but seeking it out, because that's the only way to grow." -Will Guidara (EP.492) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"The greatest competitive advantage is the loyalty of those you serve. It’s earned when you are as relentless, creative, and generous in your relationships as you are with your product." -Will Guidara (EP.492) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"Adversity is a terrible thing to waste. I look back at my most difficult moments with gratitude; had they not happened, I wouldn’t have achieved what I did next." -Will Guidara (EP.492) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

Exceptional businesses aren’t defined only by what they deliver, but by how they make people feel. A conversation with Will Guidara—author of Unreasonable Hospitality—on turning hospitality into strategy, operationalizing extraordinary service, and creating magic in everyday customer moments. capitalallocators.com/podcast/unreas… With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"Through AI, it's become cheap and democratized to create fake things. You need a way to go back to the source and prove what's real. That's where blockchain and AI meet." - Ryan Lovell (EP.491)

"Owning a stock today is owning a static database entry. Tokenization means the entire representation of that asset becomes software — and software can interact with other software." - Ryan Lovell (EP.491)

Modern finance runs on invisible plumbing—and Chainlink is upgrading the pipes. A conversation with Ryan Lovell of Chainlink Labs on tokenization, stablecoin, institutional adoption, and how blockchains (and AI) create a single source of truth for financial transactions. capitalallocators.com/podcast/chainl…

"Recognize when your cup is full. You were meant to be with people and have these moments in your life that teach you something. When you have achieved that, make space to teach others." - @katelin_cruse (EP.490) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"You can't scale product faster than you scale trust." - @katelin_cruse (EP.490) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

ODD rarely gets the spotlight—but it matters. Stuart Chapman of Strategic Investment Group on Investment Management Operations with Scott MacDonald explains why giving ODD a real seat at the table, and ops leadership, can make or break alpha. capitalallocators.com/podcast/strate…

@katelin_cruse You and me both!

@tseides Thank you so much for the conversation, Ted. I so enjoyed this time together!

Venture capital is ultimately a people business. A conversation with @katelin_cruse of Seven Seven Six on bringing a human capital lens to investing: how Pixar and Reddit shaped her philosophy, and why sourcing and supporting founders takes as much EQ as IQ. capitalallocators.com/podcast/human-… With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"Human capital work is risk management disguised as empathy." - @katelin_cruse (EP.490) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"If you're a founder, by the time you have three VCs on your board, you're wise adviced out." - @GavinSBaker (EP.489) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"Any repeatable process that generates significant alpha in fundamental investing is going to get competed away." - @GavinSBaker (EP.489) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

"You have to either panic early or double down late. An investor has to be one of the two. It’s hard to be both." - @GavinSBaker (EP.489) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

@GavinSBaker Long time coming. Thanks for being you!

@tseides Great discussion! Thank you for having me.

Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across public and private markets. capitalallocators.com/podcast/truth-… With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.

Fun to do this with my friend @tseides Minimal discussion of AI; much more of a focus on investing. Background, philosophy, process, etc. youtu.be/CFtlGhmAeM0?si…