ALO06: Betting against Buffett ft. Ted Seides

ALO06: Betting against Buffett ft. Ted Seides

Today, Alan Dunne is joined by Ted Seides, host and creator of the Capital Allocators podcast, to discuss the investment approach and philosophy of David Swensen, the Yale Model and how Seides has used the model to develop his own approach, whether being a hedgefond allocator has become gradually more difficult over the years, the bet Seides made with Warren Buffett, asset allocation vs. manager selection and the challenges to overcome, what Seides has learned from doing his podcast, decision making processes and governance, crypto currencies and digital assets and much more.

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In this episode, we discuss:

  • The philosophy of David Swensen and the Yale Model
  • How the role of hedge funds has changed over the years
  • The bet Seides made with Warren Buffett
  • Asset allocation vs. manager selection and the challenges to overcome
  • What Seides has learned from doing his podcast
  • The importance of leadership and time management
  • The difficulty of making a good decision in the heat of the moment
  • The future of crypto currencies and digital assets

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And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Follow Ted on LinkedIn .

Episode TimeStamps:

00:00 - Intro

03:23 - Ted’s background

07:35 - How Seides deviates from Swensen in his approach

10:36 - The Yale Model and the end of 60/40

15:55 - Is it more difficult to be a hedgefond allocator now?

23:03 - Asset allocation vs. manager selection

31:35 - What has Seides learned from doing his podcast?

39:58 - Learning by doing vs. learning from courses etc.

41:22 - What has Seides learned from interviewing CIOs and Allocators?

43:35 - What constitutes good and bad governance?

49:14 - Ted’s perspective on crypto currencies and digital assets

51:55 - Macro trends in the coming years

53:39 - Reflection on the success of Ted’s podcast

57:47 - How Ted’s role has evolved

01:01:21 - Thanks for listening

Resources discussed in this Episode:


Copyright © 2025 – CMC AG – All Rights Reserved

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