Ted on Alt Goes Mainstream (EP.458)

In this episode of Capital Allocators, host Ted Seides presents his appearance on Michael Sidgmore's Alt Goes Mainstream podcast, where they discuss lessons from the Private Wealth miniseries, David Swensen's legacy, private market interest from the wealth channel, parallels between private equity and hedge funds, behavioral biases in manager selection, and the role of content in asset management. Ted shares insights from his experience at Yale Endowment, his views on the endowment model for wealth channels, and a potential bet on private equity versus the market. The conversation also explores evaluating investment culture, the impact of AI, and the importance of authentic content creation for managers.