MentionTraceStock ideas from sharp blogs, podcasts & letters

Podcast

Capital Allocators

Ted Seides interviews chief investment officers and asset allocators about how the people managing large pools of capital make decisions.

Mentions9
Episodes4
Latest episode9 Nov 2026
Adyen N.V.Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526) Listen · 18:279 Nov 2026
Shopify Inc.Chasing Demand in Early-Stage Venture at Felicis – Aydin Senkut (EP.526) Listen · 6:55
+3Listen · 18:19Listen · 34:39Listen · 46:00
9 Nov 2026
Adyen N.V.[REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234) Listen · 38:16
+1Listen · 40:39
9 Nov 2026
Shopify Inc.[REPLAY] Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (EP.234) Listen · 30:01
+6Listen · 33:56Listen · 35:09Listen · 38:10Listen · 40:10Listen · 47:25Listen · 52:01
9 Nov 2026
Intapp, Inc.AI Tools for the Investment Firm – Ben Harrison (EP.522) Watch video
+3Listen · 1:24Listen · 3:20Listen · 9:26
22 Oct 2026
Rolls-Royce Holdings plcMoat Investing Nuances – Pat Dorsey (EP.509)-6 Jul 2026
Safran SAMoat Investing Nuances – Pat Dorsey (EP.509) Listen · 46:346 Jul 2026
Meta Platforms, Inc.Moat Investing Nuances – Pat Dorsey (EP.509) Listen · 57:446 Jul 2026
ASML Holding N.V.Moat Investing Nuances – Pat Dorsey (EP.509) Listen · 46:156 Jul 2026