Good but starting to get repetitive
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“This review will come off a bit negative, but I do enjoy the show! Ted pulls top capital allocators who do a job I'm interested in hearing about.
The problem for me is I listen to financial podcasts because I enjoy hearing the nuts and bolts of implementing strategies and security selection. The people Ted interviews spend a lot of time at a different level, talking vaguely about risk management and manager selection, which I get is very important, but after hearing for the millionth time that good character is important when pick managers, my eyes start to roll.
My suggestions, talk more about the guest's investing philosophies. Obviously diversification and liquidity are important, but if an allocator is more value-inclined (versus growth or momentum, for example), does that affect what their long-only equity allocation/manager selection looks like or does diversification mean allocating away from strategies you're personnal more inclined to favor?
Questions like that would be more interesting to me than hearing the tired same platitudes from everyone about risk-management and character. But again, I do enjoy the show.”Read full review »
Mnjkgf via Apple Podcasts ·
United States of America ·
06/28/17
More reviews of Capital Allocators – Inside the Institutional Investment Industry
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“Capital Allocators is a great exploration of the business of institutional asset management. Ted is an industry veteran and has a great rollodex of guests from across the industry. Episodes are essentially a free form conversation between Ted and guest exploring their personal experience and...”Read full review »
Brendan070707 via Apple Podcasts ·
Canada ·
07/05/17
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“I've got a few I listen to weekly and Seides is one of them. It's a solid podcast. He's a bit newer than some of the other (top quality) ones but he fits right in. The long format works well for the types of questions he explores. If you're brand new to finance, this isn't...”Read full review »
hokirob via Apple Podcasts ·
United States of America ·
07/23/17
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