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| Episode | Date |
|---|---|
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#139 - Bob Steers: Four Decades of Real Assets Investing
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Sep 08, 2026 |
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#138 - David Booth: Evidence Over Noise
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Sep 01, 2026 |
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#137 - Ken Kencel: Private Credit Beyond the Headlines
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Aug 25, 2026 |
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#136 - Cathie Wood: Not Another 1999
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Aug 18, 2026 |
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#135 - Luke Sarsfield: Finding Alpha in Private Markets
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Aug 11, 2026 |
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#134 - Steve Ketchum: No Called Strikes in Private Credit
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Aug 04, 2026 |
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#133 - Jan van Eck: Macro Forces Shape Markets
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Jul 28, 2026 |
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#132 - Steven Klinsky: Private Markets as Operational Edge
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Jul 21, 2026 |
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#131 - Jason Schwarz: Scaling Institutional Private Markets
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Jul 14, 2026 |
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#130 - Bihua Chen: Inside Biotech Investing
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Jul 07, 2026 |
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#129 - Cathy Marcus: Real Estate Reset
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Jun 30, 2026 |
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#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses
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Jun 23, 2026 |
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#127 - Brian D'Arcy: Institutional Sports Investing
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Jun 16, 2026 |
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#126 - Greg Bond: Alpha at Scale, AI for Collaboration
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Jun 09, 2026 |
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#125 - Paul Desmarais III: Right to Win, Built to Last
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Jun 02, 2026 |
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#124 - Robert Smith: Enterprise Software, AI, Agentic Execution
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May 26, 2026 |
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#123 - Chris Davis: Stewardship, Patience, Value Investing
|
May 19, 2026 |
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#122 - Doug Merritt: Cybersecurity Risk in the AI Era
|
May 12, 2026 |
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#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold
|
May 05, 2026 |
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#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT
|
Apr 28, 2026 |
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#119 - David Eichhorn: Client‑Focused Solutions at Scale
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Apr 21, 2026 |
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#118 - Jon Hirtle: The True OCIO Playbook
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Apr 14, 2026 |
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#117 - Rod Wong: Biotech Innovation, Real Outcomes
|
Apr 07, 2026 |
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#116 - Kevin Carter: EM Internet Opportunities & Risks
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Mar 31, 2026 |
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#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0
|
Mar 24, 2026 |
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#114 - Michael Gross: Private Credit Crowding, Complexity Alpha
|
Mar 17, 2026 |
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#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation
|
Mar 10, 2026 |
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#112 - Carl Kaufman: Public Credit Risk Discipline
|
Mar 03, 2026 |
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#111: Jack Sommers: Culture, Principles, Focus, Always
|
Feb 24, 2026 |
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#110 - Leland Clemons: Bond ETF Innovation
|
Feb 17, 2026 |
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#109 - Josh Jones: The Three Circle Playbook
|
Feb 10, 2026 |
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#108 - David Wright: Quant Investing & AI Explained
|
Feb 03, 2026 |
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#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale
|
Jan 27, 2026 |
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#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value
|
Jan 20, 2026 |
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#105 - Josh Baumgarten: Credit Investing Across Firm Sizes
|
Jan 13, 2026 |
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#104 - Jim Gianopulos: The Evolution of Hollywood and Tech
|
Jan 06, 2026 |
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#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)
|
Dec 30, 2025 |
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#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)
|
Dec 23, 2025 |
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#101 - Pablos Holman: Hacking, Deep Tech & AI
|
Dec 16, 2025 |
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#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks
|
Dec 09, 2025 |
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#99 - Joe Davis: Megatrends and the Tug-of-War Economy
|
Dec 02, 2025 |
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#98 - Mark Sear: Industry Evolution
|
Nov 25, 2025 |
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#97 - Paul Pagnato: Inside the Longevity Revolution
|
Nov 18, 2025 |
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#96 - Aakash Doshi: The Strategic Case for Gold
|
Nov 11, 2025 |
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#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit
|
Nov 04, 2025 |
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#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market
|
Oct 28, 2025 |
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#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture
|
Oct 21, 2025 |
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#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives
|
Oct 14, 2025 |
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#91 - Steven Romick: Value, Quality, and Adaptability
|
Oct 07, 2025 |
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#90 - Adam Blitz: The Hedge Fund Playbook
|
Sep 30, 2025 |
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#89 - Brock Sutton: Adapting to the AI Era
|
Sep 23, 2025 |
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#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment
|
Sep 16, 2025 |
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#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation
|
Sep 09, 2025 |
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#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets
|
Sep 02, 2025 |
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#85 - Darell Krasnoff: Wealth Management Evolution, Leadership
|
Aug 26, 2025 |
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#84 - Carl Ross: EM Debt, Global Shifts, Opportunities
|
Aug 19, 2025 |
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#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability
|
Aug 12, 2025 |
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#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps
|
Aug 05, 2025 |
|
#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience
|
Jul 29, 2025 |
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#80 - Andrew Metrick: Master Class in Financial Crises & Bank Runs
|
Jul 22, 2025 |
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#79 - Jon Gray: Leadership, Scaling Blackstone, Market Trends
|
Jul 15, 2025 |
|
#78 - Leonard Kleinrock: Internet Creation, AI Future
|
Jul 08, 2025 |
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#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives
|
Jul 01, 2025 |
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#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic
|
Jun 24, 2025 |
|
#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification
|
Jun 17, 2025 |
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#74 - Alan Waxman: Sixth Street, Leadership, Outlook
|
Jun 10, 2025 |
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#73 - Greg Sharenow: Inflation History, Outlook, and Hedging
|
Jun 03, 2025 |
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#72 - Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification
|
May 27, 2025 |
|
#71 - David Rutherford: Navy Seal Mindset, Embracing Fear
|
May 20, 2025 |
|
#70 - David Powers: Wasatch Culture, Market Cycles, Long-Term
|
May 13, 2025 |
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#69 - Bob Louzan: Asset-Based Lending, Downside Protection
|
May 06, 2025 |
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#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline
|
Apr 29, 2025 |
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#67 - Soo Chuen Tan: Long-Term Equity Investing
|
Apr 22, 2025 |
|
#66 - Jason Illian: Leadership, Legacy, Principles
|
Apr 15, 2025 |
|
#65 - Julian Brigden: Macro and Market Outlook
|
Apr 08, 2025 |
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#64 - Katie Koch: Effective Leadership
|
Apr 01, 2025 |
|
#63 - Paul Podolsky: Art and Science in Investing
|
Mar 25, 2025 |
|
#62 - Jeffrey Gundlach: Big Picture Outlook
|
Mar 18, 2025 |
|
#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook
|
Mar 11, 2025 |
|
#60 - Josh Kanter: Legacy Building, Family Owner’s Manual
|
Mar 04, 2025 |
|
#59 - Bob Prince: Portfolio Engineering, Psychology of Investing
|
Feb 25, 2025 |
|
#58 - Richard Orlando: Wealth Psychology & Legacy
|
Feb 18, 2025 |
|
#57 - Jeff Gardner: Investment Philosophy, Outlook
|
Feb 11, 2025 |
|
#56 - Adam Katz: Activist Investing Insights
|
Feb 04, 2025 |
|
#55 - Lawrence Golub: Private Credit Evolution
|
Jan 28, 2025 |
|
#54 - Cliff Asness: Quant Investing, Market Inefficiency
|
Jan 21, 2025 |
|
#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing
|
Jan 14, 2025 |
|
#52 - David Chene: Non-Sponsor Backed Private Credit
|
Jan 07, 2025 |
|
#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)
|
Dec 17, 2024 |
|
#50 - Top 10 Insights from 2024 (Part 1)
|
Dec 10, 2024 |
|
#49 - Mike Odrich: PE, Operational Value Add, A&M
|
Dec 03, 2024 |
|
#48 - Ben Inker: Value Investing, Market Outlook
|
Nov 26, 2024 |
|
#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make
|
Nov 19, 2024 |
|
#46 - David Hou: Industry Insights
|
Nov 12, 2024 |
|
#45 - David Dredge: Risk Management (Part 2)
|
Nov 05, 2024 |
|
#44 - Jeff deGraaf: Technical Analysis
|
Oct 29, 2024 |
|
#43 - David Dredge: Risk Management
|
Oct 22, 2024 |
|
#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy
|
Oct 15, 2024 |
|
#41 - Roy Leckie: Walter Scott, Long-Term Investing
|
Oct 08, 2024 |
|
#40 – Doug Kiersey: Logistics Properties, Dermody
|
Oct 01, 2024 |
|
#39 - Michael Green: The Bitcoin Bear Case
|
Sep 24, 2024 |
|
#38 - Sophie Bakalar: For-Profit & For-Good
|
Sep 17, 2024 |
|
#37 - Jeff Krasnoff: Private Real Estate Investing
|
Sep 10, 2024 |
|
#36 - Tom Keck: Private Markets Overview & Outlook
|
Sep 03, 2024 |
|
#35 - Ted Seides: Industry Insights, Portfolio Construction
|
Aug 27, 2024 |
|
#34 - Jeffrey Sherman: Fixed Income, Market Outlook
|
Aug 20, 2024 |
|
#33 - Matt Hougan: Bitcoin History & Outlook
|
Aug 13, 2024 |
|
#32 - George Milling-Stanley: Gold History & Outlook
|
Aug 06, 2024 |
|
#31 - Dan Ivascyn: Fixed Income, Market Outlook
|
Jul 30, 2024 |
|
#30 - Meb Faber: Industry Insights, Investment Framework
|
Jul 23, 2024 |
|
#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction
|
Jul 16, 2024 |
|
#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds
|
Jul 09, 2024 |
|
#27 - Jacob Ziemann: AI Explained
|
Jul 02, 2024 |
|
#26 - Rob Arnott: Quant Investing, Asset Class Outlook
|
Jun 25, 2024 |
|
#25 - Stephen Nesbitt: Cliffwater, Private Debt
|
Jun 18, 2024 |
|
#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity
|
Jun 11, 2024 |
|
#23 - Melissa Ma: China, India, PE
|
Jun 04, 2024 |
|
#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
|
May 28, 2024 |
|
#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"
|
May 21, 2024 |
|
#20 - Matt Smith: Ruffer, Market History, Outlook
|
May 14, 2024 |
|
#19 - Michael Bego: Secondaries, Private Markets
|
May 07, 2024 |
|
#18 - David Samra: Value Investing, Market Efficiency
|
Apr 30, 2024 |
|
#17 - Hal Hershfield: Behavioral Finance, Future Self
|
Apr 23, 2024 |
|
#16 - Gerard O'Reilly: DFA, Financial Science, Indexing
|
Apr 16, 2024 |
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#15 – Kjerstin Hatch: Muni Bond Market
|
Apr 09, 2024 |
|
#14 – Glenn August: Oak Hill Advisors, Private Credit
|
Apr 02, 2024 |
|
#13 – Jim Haskel: Bridgewater, Diversification, Outlook
|
Mar 26, 2024 |
|
#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
|
Mar 19, 2024 |
|
#11 - Fran Kinniry: Vanguard, Common Investor Oversights
|
Mar 12, 2024 |
|
#10 - Rich Bernstein: Market Outlook, Investment Opportunities
|
Mar 05, 2024 |
|
#9 - Wes Whitman: Real Estate Investing, Outlook
|
Feb 27, 2024 |
|
#8 - Rajiv Jain: Stocks, GQG, Adaptability
|
Feb 20, 2024 |
|
#7 - Vineer Bhansali: Tail Risk, Investment Lessons
|
Feb 13, 2024 |
|
#6 - Tony Cusano: Private Markets, Secondaries
|
Feb 06, 2024 |
|
#5 - Brian Higgins: Risk, King Street, Outlook
|
Jan 30, 2024 |
|
#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives
|
Jan 23, 2024 |
|
#3 – Bob Elliott: Portfolio Construction, Outlook
|
Jan 16, 2024 |
|
#2 Paul Podolsky: Markets, Geopolitics
|
Jan 09, 2024 |
|
#1 - Introducing Your Host: Alex Shahidi
|
Jan 02, 2024 |
|
Insightful Investor TRAILER
|
Oct 26, 2023 |