Podcast Episodes

Brian Bares – Qualitative Concentration at BCM

Episode 191

Brian Bares is the founder of Bares Capital Management, a $5 billion long only investment boutique that employs independent, qualitative research on …

4 years, 8 months ago

Cade Massey – People Analytics in Investing and the NFL

Episode 190

Cade Massey is a Professor at the Wharton School where his research focuses on judgment under uncertainty, or how, and how well, people predict what …

4 years, 8 months ago

a16z Podcast with Linda Xie and Jesse Walden - All About NFTS

Episode 189

In our continuing exploration of cryptocurrencies and blockchain technologies, headlines of late have turned to NFTs, or non-fungible tokens.  From N…

4 years, 9 months ago

Yen Liow - The Quest for the Right Tail at Aravt Global

Episode 188

Yen Liow is the founder and Managing Partner of Aravt Global, a fundamental global equity firm based in New York that manages long-short and long onl…

4 years, 9 months ago

Dominic Garcia – Risk-based Investing at New Mexico PERA

Episode 187

Dominic Garcia serves as Chief Investment Officer for the Public Employees Retirement Association of New Mexico (PERA), a $16 billion pension system …

4 years, 9 months ago

Jeff Housenbold – Inside Softbank Vision Fund

Episode 186

Jeff Housenbold, a Managing Director for the last four years at Softbank Investment Advisors, where he led one of the six investment teams that deplo…

4 years, 9 months ago

Ted with Jenny Heller – Compounding Knowledge and Relationships

Episode 185

As we finish up book launch week, I thought I'd share this interview conducted by Jenny Heller, my friend, the 7th guest on the show, and the Preside…

4 years, 9 months ago

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group.  Brandywine formed 25 years ago to manage the capital for a sma…

4 years, 9 months ago

SPECIAL ANNOUNCEMENT: Launch of capitalallocators.com

I'm excited to share that we have launched our new website at capitalallocators.com or still, at the familiar capitalallocatorpodcast.com.

The new …

4 years, 9 months ago

Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers

Episode 184

My new book – Capital Allocators:  How the world's elite money managers lead and invest – releases tomorrow. I've been on a bit of a podcast tour the…

4 years, 9 months ago