REPLAY - Ted Seides - Deep Dive into Hedge Funds (Capital Allocators, EP.34)
I've received several emails over the last bunch of months asking for my take on the investing world and the topics we cover on the show. Fortunately, I've had a chance to appear as a guest on a few o...
8 Apr 20191h 17min
REPLAY - Ted Seides - It's Not About the Money (EP.45)
Last fall, I sat down with a fellow former hedge fund of funds professional Khe Hy, who left the business a few years ago and has developed a fascinating media platform around introspection, self-awar...
8 Apr 201958min
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
Dan Ariely is a renowned behavioral economist, author, entrepreneur, and investor. He is the James B. Duke Professor of Psychology and Behavioral Economics at Duke University and a founding member of...
1 Apr 20191h 9min
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thoug...
25 Mar 20191h 19min
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
Manny Friedman is the founder of EJF Capital. Manny discussed his background and his nuanced take on markets last July in Episode 61 of the podcast. In that conversation, he mentioned a new regulatio...
18 Mar 201942min
REPLAY - Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with a focus on the financial services industry. Manny started EJF after his retirement from Friedman, Bi...
18 Mar 201951min
Thomas Russo – All About Google (Capital Allocators, EP.90)
Tom Russo is the Managing Member of Garnder Russo & Gardner. Last week, Tom talked in detail about his holding in Berkshire Hathaway. This week, we continue the conversation with his new holding in G...
11 Mar 201938min
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Tom Russo is the Managing Member of Gardner Russo & Gardner. Tom and I sat down in Episode 16 to discuss his background and investment strategy in what was one of the most popular episodes on the sho...
4 Mar 201954min
