absorb.md

About Ted Seides

Host of Capital Allocators, the leading podcast on institutional investing. Author of Capital Allocators. Former co-CIO at Protégé Partners. Interviews top institutional investors.

X / @tseidesBlog
Compiled from 28 entries / v0
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What Ted Recommends
carta
service · 4 mentions
service · 3 mentions
tool · 3 mentions
book · by Michael Lewis · 2 mentions
tool · 2 mentions
service · 2 mentions
show
canoe-ai
tool
ridgeline
tool
show
randall-stutman
person
admired-leaders
service
jeremy-grantham
person
paper · by Ted Seides
service
show · by Scott MacDonald
promote-giving
service
giving-pledge
event
show
joel-holsinger
person
Sources (28)

Every entry that fed the multi-agent compile above. Inline citation markers in the wiki text (like [1], [2]) are not yet individually linked to specific sources — this is the full set of sources the compile considered.

  1. S&P 500's 30% Concentration in Seven Stocks Makes It a Poor Broad Portfolio Benchmarktweet · 2026-04-25
  2. Investment Firm Prioritizes Universal Low Fees Over Exclusive Client Benefitstweet · 2026-04-23
  3. Investment Firms Scale Sustainably by Prioritizing Culture and Trust Over Pure Growthtweet · 2026-04-23
  4. Vanguard Embodies Shareholder-First Model by Reducing Fees as AUM Growstweet · 2026-04-23
  5. Liquidity's Option Value Compensates for Private Market Alpha Sacrificetweet · 2026-04-20
  6. Private Equity Buyout Assets Currently Underpriced for Risk-Adjusted Returnstweet · 2026-04-20
  7. Prior Neighborhood Experience Boosts Success in Distressed Investmentstweet · 2026-04-20
  8. Public Markets May Offer Greater Alpha Opportunities Amid Indexing Dominance and Private Equity Talent Draintweet · 2026-04-20
  9. Asset Managers Adopt Philanthropy Playbooks via Giving Pledge-Inspired Modelstweet · 2026-04-20
  10. Admired Leadership Emerges from Distinct Behaviors, Effective Feedback, and Strong Followershiptweet · 2026-04-20
  11. Reframe Feedback as Suggestions to Boost Communication Effectivenesstweet · 2026-04-20
  12. Post-Success Window: Optimal but Underexploited Timing for Leadership Feedbacktweet · 2026-04-20
  13. Effective Leadership Compounds Through Prioritizing Key Conversations and Relationshipstweet · 2026-04-20
  14. Vanguard's Scale Philosophy: Ownership, Equity Focus, Governance, Private Assets, and AI Drive World's Largest Index Operationstweet · 2026-04-20
  15. Rockefeller Capital Management's Strategic Evolution under Greg Flemingblog · 2026-04-08
  16. Navigating Private Credit: Risks, Liquidity, and Valuation Challengespodcast_episode · 2026-04-08
  17. Carta's Pivot Toward a Private Markets ERP Ecosystemtweet · 2026-04-07
  18. Key Factors in Endowment Portfolio Managementtweet · 2026-04-06
  19. Downside Protection as a Core Investment Strategytweet · 2026-04-02
  20. Liquidity Mismatches and Credit Crunchestweet · 2026-04-01
  21. The Fragility of Trust in Credit Marketstweet · 2026-03-31
  22. Credit Market Dynamics and Private Credit Riskstweet · 2026-03-30
  23. Herding Behavior as a Career Risk Mitigation Strategy in Investment Managementtweet · 2026-03-27
  24. Investment Bubbles Stem from Overdone Great Ideastweet · 2026-03-26
  25. Institutional Reluctance to Signal Market Overvaluationtweet · 2026-03-25
  26. AI Investment Bubble: A Contrarian Viewtweet · 2026-03-25
  27. Private Market Illiquidity Driving Structural Changeblog · 2026-02-12
  28. Ted Seides Proposes a New Buffett-Style Bet: Private Equity vs. S&P 500blog · 2025-07-09