SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides

1

Introduction

00:00 • 2min

2

Steve Galbraith - The Incomparable Steve Lesmartian Stanley

01:52 • 3min

3

The Long Story Short

05:06 • 2min

4

What Happens in Soccer?

06:38 • 2min

5

Soccer

08:26 • 2min

6

The Real Madrid Way

10:22 • 2min

7

How Did You Become Interested in Investing?

12:09 • 4min

8

How Did You Get to Wall Street?

16:10 • 2min

9

What Mentors Do You Have?

17:57 • 3min

10

Is It Provocative for Provoking Sake?

20:48 • 3min

11

Is There a Bias in the Market?

23:40 • 2min

12

Narragansett Beer Company

25:41 • 4min

13

What Was It Like Working for Morgan Stanley?

29:59 • 3min

14

What I Learned From Bernstein's DDM Model

33:14 • 3min

15

The Big Data Industry Is Doomed to Underperform

36:22 • 2min

16

Why Not Write Every Quarter?

38:38 • 2min

17

What Part of the Process Matters the Most?

40:47 • 2min

18

How Did Maverick Capital Allocation Work?

42:22 • 3min

19

Invest Like the Best Podcasts - Chasing Returns

45:31 • 4min

20

Maverick

49:10 • 2min

21

Inter-Ea - Culture and Investment

50:56 • 3min

22

Success Academy - What's Happened With It?

54:01 • 3min

23

Three Key Success Factors for Success

57:23 • 3min

24

How Do You Manage Money With Your Wife?

01:00:03 • 2min

25

Are You a Loner?

01:02:31 • 2min

26

The Inside Baseball of Capital Allocation at Tufts

01:04:49 • 3min

27

How to Get Non-Financial People on the Investment Committee

01:07:26 • 2min

28

What's Your Favorite Sports Moment?

01:09:01 • 4min