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.

See omnystudio.com/listener for privacy information.

Episoder(752)

Economic Risks Versus Media Alarmism with Philipp Carlsson-Szlezak

Economic Risks Versus Media Alarmism with Philipp Carlsson-Szlezak

Barry speaks with Philipp Carlsson-Szlezak, Boston Consulting Group's Global Chief Economist. Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for ...

7 Mar 20251h 8min

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation

Tariffs are in effect raising fears of sparking a new round of inflation and hurting economic activity. Will they reduce the likelihood of the Fed cutting rates any time soon? On this special episode,...

5 Mar 202537min

JPMorgan’s Melissa Smith on Middle Market Banking

JPMorgan’s Melissa Smith on Middle Market Banking

Barry speaks with Melissa Smith. She is co-Head of Commercial Banking at JPMorgan. Previously she was Co-Head of Innovation Economy and Head of Specialized Industries. Melissa has been with JPMorgan f...

27 Feb 202557min

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

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