- 1 hour 11 minutesBest of Habit Formation: James Clear
This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves. We've got two of the best – James Clear and Katy Milkman, experts and authors of wildly bestselling books Atomic Habits and How to Change.
Please enjoy my conversations with James Clear and Katy Milkman, both from 2021.
We hope you've enjoyed this summer exploration in improving the investment process with some of the best conversations over the last nine years.
Learn more about Capital Allocators University.
Try ALEX by Admired Leadership.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
7 September 2026, 8:00 am - 57 minutes 55 secondsBest of Habit Formation: Katy Milkman
This week's Summer Series concludes with a two-fer on habits. There may be no better way to improve the investment process than to understand what it takes to improve ourselves. We've got two of the best – James Clear and Katy Milkman, experts and authors of wildly bestselling books Atomic Habits and How to Change.
Please enjoy my conversations with James Clear and Katy Milkman, both from 2021.
We hope you've enjoyed this summer exploration in improving the investment process with some of the best conversations over the last nine years.
Learn more about Capital Allocators University.
Try ALEX by Admired Leadership.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
7 September 2026, 7:30 am - 15 minutes 22 secondsSPECIAL ANNOUNCEMENT: Capital Allocators University Online
We're excited to share something we've been working on for a while: we're bringing Capital Allocators University online. For years, CAU has been an in-person, once-a-year cohort of 25 or 30 professionals, built around a set of disciplines that matter enormously for investors and investor relations professionals but rarely get taught explicitly. We put together a brief conversation to share more on what the course covers, who it's for, what we learned from the past five years, and why we decided to move it online. Full details here. We look forward to welcoming you as a member. Special thanks to our production partner, Fondu.
3 September 2026, 8:00 am - 44 minutes 38 secondsBest of Negotiations: Chris Voss
This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of the Black Swan group where he teaches tactical empathy in negotiations. The second is with Yale professor Daylian Cain, who opened my eyes to the importance of walking away.
Learn more about Capital Allocators University.
Try ALEX by Admired Leadership.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
31 August 2026, 8:00 am - 1 hour 3 minutesBest of Negotiations: Daylian Cain
This week's Summer Series is another two-fer, this time on negotiations. The first is with legendary former FBI-hostage negotiator Chris Voss, the author of Never Split the Difference and founder of the Black Swan group where he teaches tactical empathy in negotiations. The second is with Yale professor Daylian Cain, who opened my eyes to the importance of walking away.
Learn more about Capital Allocators University.
Try ALEX by Admired Leadership.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
31 August 2026, 7:30 am - 1 hour 26 minutesBest of Storytelling: Matthew Dicks
This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want.
To help understand the art and science of storytelling, Matt Dicks – a retired middle school teacher and author of the best-seller Storyworthy, and Don Miller – creator of Storybrand, a business started with his book of the same name – describe how to improve your storytelling ability.
Learn more about Capital Allocators University.
Try ALEX by Admired Leadership.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
24 August 2026, 8:00 am - 48 minutes 49 secondsBest of Storytelling: Donald Miller
This week's Summer Series is a two-fer on the essential skill of storytelling. Whether pitching an investment fund to a prospect, an idea to a portfolio manager or CIO, or a request of a family member, storytelling helps you get what you want.
To help understand the art and science of storytelling, Matt Dicks – a retired middle school teacher and author of the best-seller Storyworthy, and Don Miller – creator of Storybrand, a business started with his book of the same name – describe how to improve your storytelling ability.
Learn more about Capital Allocators University.
Try ALEX by Admired Leadership.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
24 August 2026, 7:30 am - 48 minutes 42 secondsBest of Pre-Mortem Analysis: Gary Klein
This week's Summer Series covers the pre-mortem analysis with its founder, Gary Klein. Gary discovered pre-mortems while working with fighter pilots and wrote a white paper applying the tool to investment analysis alongside Paul Johnson and Paul Sonkin. Please enjoy this discussion of the proper use of pre-mortem analysis with Gary, Paul, and Paul from 2019. Learn more about Capital Allocators University: https://www.capitalallocators.com/capital-allocators-university/
Try ALEX by Admired Leadership: tryalex.admiredleadership.com Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)17 August 2026, 8:00 am - 1 hour 49 secondsBest of Interviewing: Ted Seides
This week's Summer Series is a highly atypical episode, where I appear as the guest. Matt Breitfelder from Apollo asked to interview me about interviewing, something I learned far more from hosting the show the last nine years than I ever did while interviewing managers for 20. The conversation has been sufficiently popular that it made the Summer Series on investment process. Any leader should see for themselves the benefits of elite coaching. Try ALEX: tryalex.admiredleadership.com. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)10 August 2026, 8:00 am - 6 minutes 7 secondsWTT: The Anatomy of a Blow-Up
This What Ted's Thinking brings Situational Awareness to the underlying causes of hedge fund disasters.
Read Ted's blog here.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
5 August 2026, 8:00 am - 1 hour 17 minutesBest of Decision-Making: Annie Duke (2022)
Our Summer Series kickoff is with one of the all-time greats, Annie Duke. The former world-class poker player has become a noted academic and practitioner in the art of decision-making. Her best-seller Thinking in Bets is a one-of-a-kind set of tools and tips to try (emphasis on try) to get past our embedded behavioral biases. And her follow-up works How to Decide and Quit pull different threads in the decision-making process.
Since writing Thinking in Bets, Annie has consulted several investment organizations to apply her insights to investing, including becoming a Special Partner focused on Decision Science at venture firm, First Round Capital.
For the series, we've shared two of Annie's most popular appearance on the show – coinciding with the launched of Thinking in Bets in 2018 and Quit in 2022. Please enjoy these great conversations with Annie Duke.
Any leader should see for themselves the benefits of elite coaching. Try ALEX: tryalex.admiredleadership.com.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
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