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Capital Allocators – Inside the Institutional Investment Industry

Dec 29, 2023

We’re counting down the top 5 episodes of 2023.


The number one episode of the year, and the number one episode of all time, Seth Klarman – Timeless Value Investing. Seth’s uncommon wisdom and sole podcast appearance combined to make this year’s chart topper one for the ages.


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Dec 28, 2023

We’re counting down the top 5 episodes of 2023.


Number three covered private credit and number two covers the other most topical strategy of the year – multi-manager platform hedge funds. Weighing in at number two is Dmitry Balyasny and his discussion of multi-strategy platforms at BAM.


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Dec 27, 2023

We’re counting down the top 5 episodes of 2023.


At number three, Kip DeVeer and the world of private credit at Ares. The subject of private credit was top of mind for investors, and Kipp shared his experience and wisdom in this tour of the space.


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Dec 26, 2023

We’re counting down the top 5 episodes of 2023.


Coming in at number four is Stan Miranda, the modern endowment model at Partners Capital. Stan’s original insights shine in this story of the powerhouse OCIO he founded with Paul Dimitruk 20 years ago.


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Dec 25, 2023

It's that time of year when I share my annual letter and a rundown of the top episodes of 2023.


Like last year, we’ll be counting down the top 5 episodes each day this week.


Tune in throughout the week to find out which episodes were played more than any other from last Thanksgiving to this one.


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