At the Money: Lessons in Allocating to Alternative Asset Classes

At the Money: Lessons in Allocating to Alternative Asset Classes

Hedge funds, venture capital, private equity, and private credit have never been more popular. Investors have lots of questions when allocating to these asset classes:  How much capital do you need? What percentage of your portfolio should be allocated? Ted Seides is founder and CIO of Capital Allocators, and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, “Private Equity Deals: Lessons in investing, dealmaking and operations.”

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

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Episoder(741)

Team Favorite At the Money: What Never Changes with Money

Team Favorite At the Money: What Never Changes with Money

*Originally aired 11/6/24*As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. On this ep...

26 Feb 202514min

Rethinking Investing with Greenwich Associates' Charles Ellis

Rethinking Investing with Greenwich Associates' Charles Ellis

Barry speaks with Charles Ellis, author and Founder of Greenwich Associates. Prior to founding Greenwich Associates in 1972, Charles worked with the Rockefeller family investments office and Donaldson...

21 Feb 202552min

Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”

Jeff Hirsch on Why Big Federal Spending Plus Inflation = “Superbooms”

Wars, national defense spending, technology innovations – historically, these have had big impacts on the economy. The result: A spike in inflation and a huge surge in market prices. How can you take...

19 Feb 202514min

Team Favorite At the Money: Valuation Is an Exercise in Faith

Team Favorite At the Money: Valuation Is an Exercise in Faith

Do you understand the difference between price and value? How much faith do you have that any stock or market will eventually return to its intrinsic value? In this episode of At the Money, Barry Rith...

19 Feb 202513min

Christine Phillpotts on Investing in Emerging Markets

Christine Phillpotts on Investing in Emerging Markets

Barry speaks with Christine Phillpotts, Portfolio Manager for Ariel Investments’ emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin ...

13 Feb 20251h 10min

Understanding 'The 5 Types of Wealth' with Sahil Bloom

Understanding 'The 5 Types of Wealth' with Sahil Bloom

Barry speaks with Sahil Bloom, Founder and Managing Partner of SRB Ventures, a Venture Capital focused on accelerating compelling startups. He also owns and operates SRB Holdings. Prior to SRB, Sahil ...

7 Feb 202552min

Ted Seides on Whether Hedge Funds Are Right For You

Ted Seides on Whether Hedge Funds Are Right For You

Hedge funds have never been more (or less hedged). The alternative asset class has become a huge destination for institutional and family office capital. But are the high costs and performance risks a...

5 Feb 202516min

The US Economy and Trump Administration Policy with Apollo's Torsten Slok

The US Economy and Trump Administration Policy with Apollo's Torsten Slok

Barry speaks with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at Apollo, Torsten spent roughly 15 years on the sell-side with Deutsche Bank. His team there...

30 Jan 20251h 11min

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