Creator Post Archive
Capital Allocators with Ted Seides
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Apr 11, 2026
Created himself into an Ai executive coach 🤯🤯
Ted Seides interviews Randall Stutman, founder of Admired Leadership and creator of the AI coaching tool Alex. The conversation focuses on leadership best practices and the application of AI in executive coaching, highlighting Alex as an accessible and effective tool for high-stakes situations.
Apr 9, 2026
How Creative Thinking Beats Wall Street 🤯🤯
The creator discusses how creative thinking can outperform traditional Wall Street approaches, drawing inspiration from the success of "Tiger Cubs" like Steve Mandel at Lone Pine. The focus is on understanding how high-quality businesses are valued and generating alpha through innovative asset pricing strategies.
Apr 8, 2026
How Congress Traded Lives for Billions 👽
The creator discusses a thought experiment about Congress trading lives for wealth, drawing a parallel to the automotive industry's impact. The industry generates significant wealth through efficiency but results in thousands of annual fatalities, a trade-off that cannot be made politically or by markets. This realization inspired the creator to dedicate their life's work to understanding such dynamics.
Apr 6, 2026
Everyone’s Wrong About Why You Should Buy Gold 🏆🥇
The creator discusses gold as a hedge against emerging market crisis risk and geopolitical shifts, noting its historical benefit during periods of fear, uncertainty, and doubt, especially in the current environment of restructuring and sustained higher inflation.
Apr 6, 2026
The Playbook for Building a Mid-Sized Endowment from Scratch | Bruce MacDonald - EP.495
Bruce McDonald, CIO of VCU Investment Management Company, discusses building a mid-sized endowment from scratch, focusing on secular tailwinds like India, Vietnam, gold, and artificial intelligence, while maintaining liquidity for market dislocations. He emphasizes backing good investments and keeping traditional tools like public equities in the toolkit, despite a recent trend towards private assets. The conversation also touches on team-based underwriting and lessons learned.
Apr 4, 2026
Five People, Billions in Returns: VCU's Secret Weapon
Bruce McDonald, CIO of VCU Investment Management, discusses their strategy of building a portfolio around secular tailwinds such as India, Vietnam, gold, and artificial intelligence, while maintaining liquidity for counter-cyclical opportunities. The conversation also touches on their team-based underwriting process and lessons learned.
Apr 2, 2026
Every manager needs to hear this 🚨 #investing #finance #management
The creator discusses how fund managers can drift from their core competencies, using an example of a trade in Fannie Mae and Freddie Mac preferred stock that became too complex and moved outside his expertise. He emphasizes the importance of exiting trades that no longer fit one's wheelhouse, even if they were initially successful.
Mar 31, 2026
These loans are changing the market FAST 😅😅
The creator discusses the rapid growth of non-traded Business Development Companies (BDCs), noting a significant increase from zero to $350 billion since 2018. They express concern about potential asset-liability mismatches and hiccups in the private credit space due to this fast expansion.
Mar 30, 2026
Billionaire Hedge Fund Manager | Kieran Teaser's episode is live!!
Ted Seides interviews Kieran Goodwin, partner at Saba Capital, a $6 billion hedge fund. They discuss Saba's strategy of identifying market dislocations for convex returns, Goodwin's background in credit derivatives and hedge funds, and the risks in the rapidly growing private credit market, including leverage, liquidity, and default concerns.
Mar 30, 2026
Private Credit Concerns - Kieran Goodwin | EP.494
Ted Seides interviews Kieran Goodwin, partner at Saba Capital, discussing risks in the private credit market, including asset-liability mismatches, liquidity, and default risk. Goodwin shares his background in credit derivatives and his experience at various hedge funds, and how Saba is positioning itself to benefit from market dislocations.
Mar 28, 2026
Poker made him a millionaire 🤯🤯
The creator discusses how reading Michael Lewis's "Liar's Poker" after attending frat parties influenced his interest in markets, finding a fit with his liking for math, puzzles, and risk, which he had previously explored through playing poker with his grandparents.
Mar 26, 2026
What was your first investment?? #investing #stocks #finance
The creator discusses their first stock investment at age 16, Acrow Engineering, which went bust due to overexpansion despite a good product. They also mention sharing investment ideas with a fellow student during business school using expensive publications that compiled stockbroker recommendations.
Mar 25, 2026
Time is running out 😅 Nvidia and Ai Bubble
The creator discusses Nvidia's massive investment program in the context of the AI bubble, suggesting that its sheer size and obviousness make it a prime candidate for a bubble to burst, potentially leading the market down.
Mar 23, 2026
Bubbles, Value Investing, and the Long Game at GMO | Jeremy Grantham - EP. 493
Jeremy Grantham, co-founder of GMO, discusses market bubbles, value investing, and the current AI investment boom. He draws parallels between historical bubbles like railroads and the internet with the current situation surrounding Nvidia, suggesting that even successful ideas can become overdone. Grantham also touches on his upbringing during WWII and its influence on his emphasis on frugality and long-term investing.
Mar 20, 2026
This Small Thing Made Employees Care 🥹
A story is shared about a UPS store owner who implemented a policy where employees must comp a customer's purchase daily. This initiative not only delighted customers but also significantly shifted employees' perspectives by making them feel appreciated and more engaged with their work.
Mar 18, 2026
What Chewy Does When Your Dog Passes 🥺 #unreasonable #hospitality
This clip highlights Chewy's exceptional customer service, specifically their compassionate response to a customer's pet passing away. They cancel subscriptions, offer credits, and send flowers, creating immense customer loyalty.
Mar 13, 2026
$7B Investor on Why AI Stocks Are Different 🚀
The creator discusses the unique nature of AI, noting competition across all levels of the tech stack, from frontier models (OpenAI, Droplet, XAI, Google) to semiconductors, and the rapid growth of verticalized AI application companies, differentiating them from traditional SaaS companies.
Mar 12, 2026
Chainlink: The Infrastructure Pipes for Multi-Chain Finance | Jeremy Grantham – EP.491
This segment introduces Ryan Lavelle from Chainlink Labs, discussing Chainlink's role as the infrastructure for multi-chain finance. The conversation highlights how Chainlink provides secure and reliable data feeds to blockchains, enabling decentralized finance applications and the tokenization of assets. The host also shares a personal anecdote about a ski trip.
Mar 9, 2026
The Human Side of Venture Investing | Katelin Holloway - EP. 490
Ted Seides interviews Katelin Holloway, founding partner at 776, a venture firm. They discuss the intersection of human capital and venture capital, Holloway's operational experience, and 776's approach to sourcing and investing in early-stage entrepreneurs. The conversation touches on her upbringing, work at Pixar, and involvement with Reddit.
Mar 8, 2026
Gavin Baker on Ikigai
This clip features Gavin Baker discussing the Japanese concept of Ikigai, which involves finding the intersection of what you're good at, what you love, and what the world values. He found this framework helpful in deciding to commit fully to investing. Baker also shares advice he received about reaching a billion dollars in assets under management.
Mar 6, 2026
Gavin Baker on AI’s Trajectory #investing #semiconductor #hedgefund
Gavin Baker discusses the long-term trajectory of AI, comparing the current phase to the early days of the internet. He highlights the foundational role of semiconductors in AI development and expresses excitement about the potential for enduring investment firms.
Mar 2, 2026
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
This episode features Gavin Baker, CIO of Atreides Management, discussing his investment philosophy centered on truth-seeking, intellectual honesty, and contrarianism. He emphasizes the importance of emotional resilience, being willing to be wrong, and a culture that rewards constructive disagreement. The conversation touches on crossover investing and its advantages, particularly in the AI space, and how portfolio construction can bridge insight and performance.
Sep 29, 2025
Mason Morfit & Rob Hale - Quiet Activism at ValueAct (EP.462)
This episode features Mason Morfit and Rob Hale from ValueAct Capital, discussing their approach to "quiet activism" in investing. The conversation begins with Morfit reflecting on his upbringing in Asia and his early academic interest in behavioral economics, contrasting it with traditional economic models and drawing parallels to Mahatma Gandhi's economic theories.
May 29, 2025
Jon Madorsky - Navigating the Evolution of Private Equity Secondaries (EP.448)
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Mar 17, 2025
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
This episode features Alex Sacerdote, founder of Whale Rock Capital Management, discussing his investment framework centered around S-curves, competitive advantages, and underappreciated earnings power. He applies this framework to sectors like AI, cloud computing, EVs, and blockchain. The podcast also touches on the addition of video content to their YouTube channel.
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