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This WTT, The Anatomy of a Blow-Up, brings Situational Awareness to the underlying causes of hedge fund disasters.

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This WTT, 5.5 Lessons at 55.5, reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself.

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This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to go public, and the next big challenge allocators face as a result.

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This WTT, When the Benchmark Becomes a Bet, considers the evidence, implications, and challenges posed by the current composition of the S&P 500.

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In this WTT – Can Private Markets Normalize, I pose the question of whether private equity will ever be able recycle capital fast enough to support successive fundraises without strain.

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Let's break down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University.

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I’ve been thinking about how the current logjam of private equity distributions will play out over time and in particular, where future commitments from LPs will land.

A lightly edited version of this WTT first appeared in the Financial Times on July 9, 2025.

Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar intrigue.

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Marc Rubinstein explores the world of finance by speaking to experts in the field and often comes back to the investment management industry as a topic for exploration. Recently, he invited Ted onto the podcast to discuss it.

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In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today.

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No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great?

This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators will need to fine-tune their core investment beliefs to answer the many questions this environment has raised.

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