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Peter Mintzberg: The Case for Digital Assets
Episode 141
Peter is CEO of Grayscale Investments, one of the largest digital-asset-focused investment platforms in the country. Peter discusses the investment c…
an hour ago
Peter Kraus: Incentives vs Alpha
Episode 140
Peter is the Co-Founder, Chairman, and CEO of Aperture Investors, an alternative investment manager with $6.7B in AUM as of June 2026. Drawing on his…
1 week ago
Bob Steers: Four Decades of Real Assets Investing
Episode 139
Bob is Executive Chairman and Co-Founder of Cohen & Steers, the firm he launched with Marty Cohen in 1986 that helped pioneer public real estate inve…
2 weeks ago
David Booth: Evidence Over Noise
Episode 138
David is Chairman and Co-Founder of Dimensional Fund Advisors, a global asset manager with $1.1 trillion in AUM (as of 6/30/26) and one of the pionee…
3 weeks ago
Ken Kencel: Private Credit Beyond the Headlines
Episode 137
Ken is Founder, President and CEO of Churchill Asset Management, one of the largest private credit managers in the U.S., overseeing more than $66 bil…
4 weeks ago
Cathie Wood: Not Another 1999
Episode 136
Cathie is Founder, CEO, and CIO of ARK Investment Management. We discuss why she believes the current innovation wave is not another 1999, the invest…
1 month ago
Luke Sarsfield: Finding Alpha in Private Markets
Episode 135
Luke is CEO and Chairman of Ridgepost Capital, a leading private markets solutions provider with over $50 billion in assets under management as of Ju…
1 month, 1 week ago
Steve Ketchum: No Called Strikes in Private Credit
Episode 134
Steve is the Founder, CEO, and CIO of Sound Point Capital Management, a credit-focused asset manager with $44B in AUM. He discusses navigating privat…
1 month, 2 weeks ago
Jan van Eck: Macro Forces Shape Markets
Episode 133
Jan is CEO of VanEck, a global investment firm managing over $230 billion. Drawing on decades of studying markets and history, he shares how major ma…
1 month, 3 weeks ago
Steven Klinsky: Private Markets as Operational Edge
Episode 132
Steve is the Founder and CEO of New Mountain Capital, an alternative asset manager with ~$60B in AUM as of year-end 2025, and a longtime leader in bu…
2 months ago