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Ira Judelson - Bail Street, with NYC's Leading Bail Bondsman
Episode 40
This week’s episode is very unique. It is the first episode devoted to bonds, just not the kind of bonds you are used to. My guest is Ira Judelson, w…
9 years, 2 months ago
David Chilton - The Human Blitzkrieg
Episode 39
This week's conversation was especially fun. I have a long history with my guest, Dave Chilton, but this was the first time we'd met in person. I'd h…
9 years, 3 months ago
David Salem - The Art of Asset Allocation
Episode 38
My guest this week is David Salem. David was the founding president and CIO for The Investment Fund for Foundations, which served 800 endowed chariti…
9 years, 3 months ago
Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View
Episode 37
My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must read writers on…
9 years, 3 months ago
Will Thorndike - How Skilled Capital Allocators Compound Capital
Episode 36
This week’s guest is Will Thorndike, an author and investor whose book The Outsiders is an all-time favorite of mine. Our conversation is in two part…
9 years, 3 months ago
Ted Seides - The Bet with Buffett – Hedge Funds vs. The S&P 500
Episode 35
This coming weekend is the annual Berkshire Hathaway shareholder meeting in Omaha. That means this week is the perfect opportunity to discuss a topic…
9 years, 3 months ago
Danny Moses - The Big Short and Beyond
Episode 34
My guest this week is Danny Moses, who was directly in the middle of the biggest trades in market history, chronicled by Michael Lewis in his book th…
9 years, 4 months ago
Royce Yudkoff and Rick Ruback – REALLY Private Equity
Episode 33
In this episode, I continue to pull on one of the most interesting threads that I have uncovered while producing this podcast: the world of permanent…
9 years, 4 months ago
SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides
SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides This is a special episode to premiere a new podcast from my friend, Ted…
9 years, 4 months ago
Boyd Varty – The Art of Tracking
Episode 32
This week’s episode is the most unique to date. My guest is Boyd Varty, who grew up in the South African Bush, living among and tracking wild leopard…
9 years, 4 months ago