{"podcast":{"title":"Capital Allocators – Inside the Institutional Investment Industry","slug":"capital-allocators-inside-the-institutional-investment-industry-222998","podcast_index_feed_id":222998,"rss_url":"https://tedseides.libsyn.com/rss","website_url":"https://capitalallocators.com","image_url":"https://static.libsyn.com/p/assets/f/b/7/6/fb76e1c8bfb69e8dd959afa2a1bf1c87/CA_Square_logo_light_background_6.26.24.jpg","author":"Ted Seides – Allocator and Asset Management Expert","episode_count":806,"summary":"Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.","last_synced_at":"2026-07-13T16:20:00.076624+00:00","page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998"},"episode":{"title":"WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma","slug":"wtt-ai-fundamentals-valuation-and-the-next-allocator-dilemma","published_at":"2026-06-17T08:00:00+00:00","page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/wtt-ai-fundamentals-valuation-and-the-next-allocator-dilemma","show_page_url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998","url":"https://tedseides.libsyn.com/wtt-ai-fundamentals-valuation-and-the-next-allocator-dilemma","audio_url":"https://pscrb.fm/rss/p/traffic.libsyn.com/secure/tedseides/CA_-_WTT.AI_-_AUDIO_V2.mp3?dest-id=482814","summary":"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. Read Ted's blog here . Editing and post-production work for this episode was provided by The Podcast Consultant ( ⁠ https://thepodcastconsultant.com ⁠ )","meta_description":"This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepa…","key_points":[],"chapters":[],"topics":[],"duration_seconds":497,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/capital-allocators-inside-the-institutional-investment-industry-222998/episodes/wtt-ai-fundamentals-valuation-and-the-next-allocator-dilemma/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/capital-allocators-inside-the-institutional-investment-industry-222998/wtt-ai-fundamentals-valuation-and-the-next-allocator-dilemma.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}