Best Capitalallocation Podcasts (2025)

1
WTT: What it Takes to Raise Capital 4:25

2d ago4:25

4:25

No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great? Read Ted’s blog here.

1
Ben Forman – Unlocking Blockchain’s Potential (EP.441) 58:56

5d ago58:56

58:56

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets across long, arbitrage, venture, and GP seeding strategies. Ben last came on the show in 2022 as part of our Crypto for Institutions mini-series, and that conversation is replayed in the feed…

1
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) 1:13:40

5d ago1:13:40

1:13:40

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies. Ben launched ParaFi in 2018 after a decade in traditional finance roles across investment banking, credit investing, and private equit…

1
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) 1:01:38

12d ago1:01:38

1:01:38

Last week was one of the most volatile in market history. In the last twenty-five years, it’s likely matched only by the pandemic and Global Financial Crisis in the breadth of potential outcomes for the future. In a change from our typical market-insensitive conversations, I was fortunate to gather three of the most insightful thinkers on global ma…

1
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) 45:12

13d ago45:12

45:12

Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in…

1
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) 55:55

13d ago55:55

55:55

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko’s approach is akin to Moneyball for politics,…

1
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) 1:26:33

13d ago1:26:33

1:26:33

Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started his career in 1992 as a foreign exchange trader, moved to London in May 1999, and in March 2002…

1
Howard Marks – Navigating Private Credit (EP.439) 47:25

19d ago47:25

47:25

Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit investments that is majority owned by Brookfield Asset Management. Our conversation covers Howard's journey from his early days in finance to his current insight…

1
WTT: Private Equity Investing in 2030 7:12

25d ago7:12

7:12

This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators will need to fine-tune their core investment beliefs to answer the many questions this environment has raised. Read Ted’s blog here.…

1
Meghan Reynolds – Art of Capital Formation (EP.438) 1:08:12

27d ago1:08:12

1:08:12

Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after decade-long stints at Goldman Sachs and TPG. She’s like the private equity version of my friend and partner Rahul Moodgal, bringing a keen understand…

1
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching 1:59

1M ago1:59

1:59

We are excited to launch our latest initiative - Capital Allocators Coaching. We’ve brought together a team of retired CIOs and asset management executives to coach managers on telling their story. Learn more and schedule a consultation here.

1
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) 1:13:42

1M ago1:13:42

1:13:42

Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative philanthropist, formed the fou…

1
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436) 52:41

1M ago52:41

52:41

Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and hybrid strategies. Our conversation covers Alex’s path to running Whale Rock, shaped by early exposure to the markets through his father, a longtime partner at Goldman Sachs, and his formativ…

1
Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435) 59:50

2M ago59:50

59:50

Shannon O’Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon took the post six years ago after twenty years working with families. She describes herself as ‘blunt,’ comfortably speaking her mind, including in h…

1
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) 56:33

2M ago56:33

56:33

David Zorub is the Founder and CIO of Parsifal Capital Management, a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and shorts across geographies, sectors, and capital structures. David joined me on the show a few months before he launched Parsifal six years ago to discuss his plans. We got back together to talk about wha…

1
[REPLAY] David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96) 47:29

2M ago47:29

47:29

David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years in research and portfolio management at hedge funds and another few in investment banking and private equity. I interviewed David recently at Columbia University’s Student Investment Management Confere…

1
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433) 1:10:37

2M ago1:10:37

1:10:37

Brett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners, a multi-family office that oversees $32 billion on behalf of 180 families and is celebrating its 25th anniversary this year. Brett appeared on episode 3 of Capital Allocators eight years ago and is a regular contributor in our Friends Reunion shows. I’ve observed BBR’s growth si…

1
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03) 53:48

2M ago53:48

53:48

Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family issue close to both of our hearts. From there we learn about how Brett came to form BBR. We spend a lot of time going into depth on his firm’s asset a…

1
WTT: Will Blackstone Become Private Equity's Millennium? 5:58

2M ago5:58

5:58

What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last year, while the rest of the industry mostly struggled. What will this mean for private markets going forward? Have a listen to find out. Read Ted’s blog here.…

1
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) 54:31

2M ago54:31

54:31

Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equity, credit, and technology opportunities that spun out of the Harvard Management Company in 1998. Our conversation covers Mike’s path from science to finance, including an immigrant story and a draw to…

1
Ian Charles - Private Equity's New Rules (EP.431) 52:21

3M ago52:21

52:21

Ian Charles is a founding partner at Arctos Partners, a $10 billion private equity firm that strives to create valuable solutions to complex problems. In just five years, Arctos has become the leading institutional investor across the five major North American sports leagues. It also serves as a strategic partner to leading private market sponsors …

1
[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225) 1:13:35

3M ago1:13:35

1:13:35

Ian Charles and Doc O’Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority stakes in professional sports franchises. From its founding just two years ago, Arctos quickly has become the market leader in the space, raising a $2.1 billion first-time fund and a SPAC alongside Exe…

1
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430) 53:43

3M ago53:43

53:43

Anthony Pompliano is an entrepreneur, media creator, and investor who has built one of the largest audiences of DIY investors. His following canvasses 1.6 million people on X, 560,000 on YouTube, and 260,000 on his daily The Pomp Letter. Anthony created Professional Capital Management, an investment company that builds and invests in early-stage co…

1
Mitchell Green - Lead Edge of Harnessing Networks (EP.429) 43:53

3M ago43:53

43:53

Mitchell Green is the founder and managing partner of Lead Edge Capital, a growth equity firm with $5 billion in assets that invests in software, internet, and tech-enabled businesses. Lead Edge leverages its LPs, comprised of over 700 seasoned executives, entrepreneurs, deal makers, and celebrities to connect its portfolio companies with customers…

1
WTT: When Will Private Markets Normalize? 3:48

3M ago3:48

3:48

Could 2025 be the year private equity fund flows return to normal? No. Not yet. Ted explains why in his latest post. Read Ted’s blog here.

Podcasts Worth a Listen

Capitalallocation Podcasts

Podcasts Worth a Listen

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
WTT: What it Takes to Raise Capital 4:25

1
Ben Forman – Unlocking Blockchain’s Potential (EP.441) 58:56

1
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) 1:13:40

1
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) 1:01:38

1
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) 45:12

1
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) 55:55

1
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) 1:26:33

1
Howard Marks – Navigating Private Credit (EP.439) 47:25

1
WTT: Private Equity Investing in 2030 7:12

1
Meghan Reynolds – Art of Capital Formation (EP.438) 1:08:12

1
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching 1:59

1
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) 1:13:42

1
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436) 52:41

1
Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435) 59:50

1
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) 56:33

1
[REPLAY] David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96) 47:29

1
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433) 1:10:37

1
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03) 53:48

1
WTT: Will Blackstone Become Private Equity's Millennium? 5:58

1
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432) 54:31

1
Ian Charles - Private Equity's New Rules (EP.431) 52:21

1
[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225) 1:13:35

1
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430) 53:43

1
Mitchell Green - Lead Edge of Harnessing Networks (EP.429) 43:53

1
WTT: When Will Private Markets Normalize? 3:48

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