أفضل بودكاسات Capital Allocators (2025)

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

2d 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

8d 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

13d 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.

1
Striking Oil – CrownRock by Lime Rock Capital (EP.428) 1:07:00

16d ago1:07:00

1:07:00

When you think of the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton come to mind. After a recent episode of Private Equity Deals, you might also think about 3G’s acquisition of Burger King. But I’d bet you wouldn’t think about an oil and gas play called CrownRock. Lime Rock Capital created CrownRock …

1
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) 54:08

20d ago54:08

54:08

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies, added a m…

1
Donald Miller - Building a Story Brand (EP.426) 49:37

22d ago49:37

49:37

Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists. Don helps businesses clarify their message so customers will listen. His latest book, Building a Storybrand 2.0, is a revised edition of one of the most succinct, impactful, and actionable books I’ve come …

1
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) 25:30

30d ago25:30

25:30

The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goals for the coming year, and start sprinting towards those goals – hopefully with enough time to calibrate our personal GPS. One part of the ritualistic sprint is conference season. Industry leaders gat…

1
Top 5 of 2024: #1: Scott Bessent - EP.415 1:02:52

1M ago1:02:52

1:02:52

We're counting down the top 5 episodes of 2024. The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Scott Bessent, a brilliant macro thinker and the cabinet nominee for Secretary of Treasury. The position created by Alexander Hamilton. I was an investor in Scott's first hedge fund, a partner of his for fou…

1
Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

1M ago1:13:32

1:13:32

We're counting down the top 5 episodes of 2024. Clocking in at number two is Mike Milken, Episode 3 71. Mike single-handedly developed the high yield market, which has fueled the growth of private equity ever since. When paired with the subsequent episode with his longtime attorney, Richard Sandler, the conversations offer a fresh perspective on Mi…

1
Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

1M ago1:09:34

1:09:34

We're counting down the top 5 episodes of 2024. Coming in at number three is Episode 385 with the irrepressible Cliff Asness from AQR. Cliff is part brilliant quant and part standup comic. That combination always makes for an entertaining conversation, chockfull of research-backed insights. Head of Business Development Job Posting Learn More Follow…

1
Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

1M ago1:05:18

1:05:18

We're counting down the top 5 episodes of 2024. Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in ever-changing conditions. Take Cap…

1
Year in Review 2024 (EP.424) 30:59

1M ago30:59

30:59

For this year’s annual review, our CEO Hank Strmac and I sat down to discuss where we’ve been and where we’re headed. Our conversation covers the best blogs and podcasts of the year, my investment activity, what’s top of mind for allocators and managers, our upcoming podcasts, Summits, and CAU education courses in 2025, the team who makes it all ha…

1
Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

1M ago1:12:17

1:12:17

We're counting down the top 5 episodes of 2024. Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King. Take Capital Allocator’s Audience Engagement Survey Learn More Follow Capital Allocators at @tseides or …

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

1M ago48:23

48:23

Today’s show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world’s largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals acr…

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

2M ago39:41

39:41

Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both conversations are replayed in the…

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

2M ago56:31

56:31

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies. Eric made news in November when h…

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

2M ago49:50

49:50

Eric Peters is the founder and CIO One River Asset Management, an investment manager dedicated to delivering high conviction absolute-return strategies, where each individual strategy comes out of the team’s expertise in thematic macro, volatility, systematic, and inflation trading/investing. Eric has been a long-time trader and writes a widely dis…

المدونة الصوتية تستحق الاستماع

Capital Allocators بودكاست

المدونة الصوتية تستحق الاستماع

1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

1
CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

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

1
Striking Oil – CrownRock by Lime Rock Capital (EP.428) 1:07:00

1
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427) 54:08

1
Donald Miller - Building a Story Brand (EP.426) 49:37

1
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425) 25:30

1
Top 5 of 2024: #1: Scott Bessent - EP.415 1:02:52

1
Top 5 of 2024: #2: Michael Milken - EP.371 1:13:32

1
Top 5 of 2024: #3: Cliff Asness - EP.385 1:09:34

1
Top 5 of 2024: #4: Ricky Sandler - EP.414 1:05:18

1
Year in Review 2024 (EP.424) 30:59

1
Top 5 of 2024: #5: Alex Behring, Daniel Schwartz - EP.384 1:12:17

1
Training Grounds: Wellington Management – Jean Hynes (EP.423) 48:23

1
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422) 39:41

1
[REPLAY] Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) 56:31

1
[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18) 49:50

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