For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We then discuss highlights of the podcast and our efforts to improve discoverability of great episodes, outstanding asset management fintech products, and Capital Allocators University.

With the Year in Review, we also kick off our countdown of the most popular episodes of 2025. We'll drop two this week and the top three next week.

Wishing you a relaxing, enjoyable, and very happy holiday!

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the most sophisticated tools of hedge fund investing to long only public equities.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes how he finds companies ascending their S-curve of adoption.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7, and nonprofits, including Yale, Harvard, and the FBI. His bestselling books, Storyworthy and its business companion, Story Sells, are my favorite books on storytelling. Matt spent a decade as a manager at McDonalds, twenty years as a wedding DJ, and will retire this year after 27 years as a middle school teacher. He's written six fiction and three non-fiction books in total and won a record 62 MOTH StorySLAM competitions and nine GrandSLAM championships.

Our conversation starts where it should – with Matt telling a story. We then go through his process of finding great stories, constructing the beginning, end, and path along the way, enhancing elements, and giving presentations.

Matt has gifts for both storytelling and teaching, and that combination offers incredible lessons to apply storytelling in our work. After his retirement in June, Matt will be more available to help others tell impactful stories. You can find him at matthewdicks.com or storyworthy.com.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology companies that turn sci-fi into sci-fact. Josh co-founded Lux and is a repeat past guest on the show. His first appearance from 2018 discusses his story, including phrases: 'chips in shoulders put chips in pockets,' 'failure comes from a failure to imagine failure,' and 'directional arrows of progress.'

Brett joined Lux last year, following a 20-year career in public service where he advised four U.S. presidents and helped shape national security strategy across the Middle East.

Our conversation kicks off with Josh's state of the venture industry and Lux's positioning within it. Brett then describes his background, sovereign ambitions, and geopolitical risks. We discuss directional arrows of progress across AI, cap-ex maintenance, biology, defense systems, and space.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Robert Boucai and James Broyer are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income. Robert is also the Founder of Newbrook Capital Advisors, a hedge fund he launched twenty years ago that today manages $1 billion across long-short and long-only strategies. He was born with sensorineural hearing loss and today serves on the Board of the Hearing Health Foundation, which is dedicated to preventing and finding cures for hearing loss.

Our conversation covers Robert's path from real estate to hedge fund investing and back to real estate. We discuss the real estate strategy he designed with James, including alignment, market and asset selection, property improvement, and supply-demand drivers to create durable rental growth. We close with risks, synergies with Newbrook's public equity business, and plans to scale the real estate platform.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the few remaining firms in the niche. Long Pond recently launched an active ETF, ticker: LPRE, which invests in the most attractively priced stocks from Long Pond's list of the highest-quality real estate businesses.

Our conversation covers John's path into public real estate investing, changes in the investable universe, and the impact of passive flows and pod shops on the sector. We turn to Long Pond's investment process, focused on identifying and exploiting asymmetry, and cover John's perspectives on the major real estate sub-sectors. We close with a discussion of Long Pond's new actively managed ETF.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership