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.

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At the Money: This Is Why Stocks Perform Best

At the Money: This Is Why Stocks Perform Best

Are equities the best long-term investment? If so, is that always true? In this episode of At the Money, Barry Ritholtz speaks with Jeremy Schwartz about why you should, or should not, go heavy on sto...

25 Sep 202410min

Building a Global Private Credit Firm and 'Trading' Planes with Victor Khosla

Building a Global Private Credit Firm and 'Trading' Planes with Victor Khosla

Barry Ritholtz speaks with Victor Khosla, Founder and CIO of Strategic Value Partners. Prior to establishing SVP in 2001, Victor served as President of Cerberus Capital and built and managed one of th...

19 Sep 20241h 10min

At the Money: Can You Have Too Much Money?

At the Money: Can You Have Too Much Money?

Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this episode, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held ...

18 Sep 202412min

Entrepreneurship, the American Presidency, and Baseball with David Rubenstein

Entrepreneurship, the American Presidency, and Baseball with David Rubenstein

Barry Ritholtz speaks to David Rubenstein, Co-Founder and Co-Chairman of The Carlyle Group. Prior to forming the firm in 1987, David practiced law and served as Deputy Assistant to the President for D...

12 Sep 202455min

At the Money: Managing Bond Duration

At the Money: Managing Bond Duration

How should investors manage bond duration in an era of rising – and soon likely falling – interest rates?   The challenge is that the longer the duration your bonds are, the higher yield usually is, b...

11 Sep 202413min

Security, Bookmarked: Gaming (Sponsored Content)

Security, Bookmarked: Gaming (Sponsored Content)

When a team of video game developers notice that their files have been moved, they find themselves in a race against time to save the company from ransomware. Adam Marrè, CISO at Arctic Wolf, explains...

9 Sep 202417min

From Investment Banker to CIO with Mike Wilson

From Investment Banker to CIO with Mike Wilson

Barry Ritholtz speaks with Mike Wilson, Chief Investment Officer and Chief US Equity Strategist at Morgan Stanley. Prior to becoming CIO, Mike began his career with the firm in 1989 as an investment b...

5 Sep 202457min

At the Money: The Best Way to Buy a House

At the Money: The Best Way to Buy a House

Buying a house in today's climate can be challenging. Interest rates are near the highest level in 20 years. Housing inventory is near record lows. So what's a potential home buyer to do? Jonathan Mil...

4 Sep 202414min

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