Ted Seides
speaker
4,298 appearances
32 recordings
1 series
first heard Mar 2026
last heard 17 Aug
Ted Seides’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jul 2026 with 7.
Appearances
The challenge is now deciding how much of that future is already reflected in today's prices and how much exposure to own when access is no longer a bottleneck.
Twenty six years after that wedding conversation, I suspect the lesson is the same.
The latest and greatest technology will exceed our lofty expectations, many investments will not, and both can be true at the same time.
The future is no longer the hard part to imagine.
The hard part is deciding what it's worth today.
matched
Thanks for listening to the show.
matched
If you like what you heard, hop on our website at capitalallocators.com where you can access past shows, join our mailing list, and sign up for premium content.
matched
Have a good one and see you next time.
matched
I'm Ted Sides and this is Capital Allocators.
voice-verified
My guest on today's show is Rajiv Jain, the chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that soared to $160 billion in assets, rebuffing the challenging decade for active managers.
voice-verified
Our conversation covers Rajiv's path from trading in India to his long tenure at Vontable and founding of GQG.
voice-verified
We discussed the periodic crisis lessons that shaped his approach, his definition of quality, team dynamics, and portfolio construction to avoid losses.
voice-verified
We then turn to Rajiv's contrarian views, including current significant positions in energy, utilities, steel, tobacco, and emerging markets, avoidance of hyperscalers and semiconductors, and nimbleness to change his mind.
voice-verified
Before we get going, for the first time since 1999, the Knicks are in the NBA Finals.
voice-verified
27 years sounds like a long time.
voice-verified
My twins are 20, and that feels like a full lifetime of parenting.
voice-verified
Twenty seven years is also half of my life.
voice-verified
Or if you're counting, a little bit less than half.
voice-verified
But sometimes it seems like just yesterday.
voice-verified
1999 was the year I graduated business school alongside some amazing past guests like Rodrigo Bittar, Matt Bautin, Rodney Comages, Meredith Jenkins, David Lyon, Rick Heitman, Alex Sasserdote, and Matt Spielman.
voice-verified
Showing 2281–2300 of 4,298 · page 115 of 215
← Previous
Next →