Year in Review 2025 (EP.478)

In this year-end review episode of Capital Allocators, Ted Seides and Hank discuss key investment trends, particularly the challenges and shifts in private markets, including liquidity issues and structural changes favoring larger firms. They explore the dynamics between GPs and LPs, the rise of private credit in wealth channels, and the impact of illiquid growth equity on institutional portfolios. The conversation also touches on public markets, geopolitical uncertainties, and the potential of AI, while also diving into Capital Allocators' business updates, podcast highlights, and new initiatives like Spotify playlists for improved discoverability and Capital Allocators University.