Podcast Episodes
Back to Search[REPLAY] Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to d…
5 years, 11 months ago
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the m…
5 years, 11 months ago
James Aitken – Systemic Risk in a Crisis
Episode 126
In the midst of this unprecedented time, I thought it would be helpful to hear from James Aitken, the extraordinary macro strategist who specializes …
5 years, 11 months ago
Greg Fleming – Building and Running Rockefeller Capital Management
Episode 125
Greg Fleming is the founding CEO of Rockefeller Capital Management, where he took the helm of a storied family office in 2018 to build and serve othe…
6 years ago
Christie Hamilton – Tweeting on Allocation at Children's Health
Episode 124
Christie Hamilton is the Head of Investments at the $2 billion Children's Health Medical Center of Dallas. She's perhaps the most well-followed inst…
6 years ago
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
Mike Mauzé is the General Partner at VMG Partners, which is one of those little known, closed capacity private equity firms that a small number of to…
6 years ago
Doug Phillips – Middle of the Fairway at the University of Rochester
Episode 123
Doug Phillips is the CIO of the University of Rochester, where he has overseen the school's $2.6 billion endowment for twenty years. Doug's two-deca…
6 years ago
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equit…
6 years, 1 month ago
SPECIAL ANNOUNCEMENT – CAPITAL ALLOCATORS LIVE!
I'm excited to announce Capital Allocators LIVE!, a live event that will take place in NYC on June 18th.
I'll host a series of live podcasts with Mi…
6 years, 1 month ago
James Aitken – Tour Around the World from a Small Island
Episode 121
James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic research boutique based in Wimbledon, England from where…
6 years, 1 month ago