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
Thanks for listening to the show.
podcast-host
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.
podcast-host
Have a good one and see you next time.
podcast-host
I'm Ted Sidies, and this is Capital Allocators.
podcast-host
My guest on today's show is Jeremy Grantham, the co-founder of GMO, a hundred billion dollar Boston-based asset management firm he co-founded in 1977.
podcast-host
Over six decades in markets, Jeremy has been one of the most respected and outspoken voices on value, market bubbles, and long-term investing.
podcast-host
He recently published The Making of a Permabarear with Edward Chancellor, an account of his career and investment lessons learned along the way.
podcast-host
Our conversation begins with Jeremy's early lessons in frugality growing up in Wartime, Yorkshire, and his interest in numbers and investing.
podcast-host
We trace his career through the founding of Battery March and GMO, the golden period of value, the painful lessons of the dot-com bubble, and the challenges since.
podcast-host
We cover Jeremy's framework for identifying and navigating market bubbles, career risk, and the current AI investment boom, and close with his essential philanthropic work to change the trajectory of the environment, alongside the investment strategy he deployed.
podcast-host
Before we get going, after a long winter, we're starting to see green shoots in the changing of the season.
podcast-host
Spring training for baseball, March Madness for basketball, and the sunshine double and tennis all remind us that hope springs eternal.
podcast-host
But these days, it's harder to be optimistic about another list of challenges: private market liquidity, peace around the world, and keeping up with my son Eric in creating witty spread the word clips.
podcast-host
Now I can't figure out what will happen in private credit, how the private equity bottleneck will ease, what benchmarks should replace the SP 500, or why so many people have reached out commenting.
podcast-host
On Eric's lack of interest in the show.
podcast-host
But I do know that the answers await from our incredible guests, and you should encourage all your colleagues to listen in and find out that truth.
podcast-host
Thanks so much for spreading the word.
podcast-host
Capital Allocators is brought to you by AlphaSense.
podcast-host
Here's something for you.
podcast-host
Most AI tools today are very good at sounding right.
podcast-host
Showing 3781–3800 of 4,298 · page 190 of 215
← Previous
Next →