Podcast Episodes
Back to SearchAshby Monk – Total Portfolio Approach and the Future of Asset Owners
Episode 480
Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades, Ashby ha…
20 hours ago
[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience
Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the lar…
21 hours ago
[REPLAY] - Ashby Monk – Asset Giant Futurist
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at th…
21 hours ago
Mike Gitlin – The Century of Capital Group
Episode 479
Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none l…
1 week ago
Top 5 of 2025: #1: Howard Marks
We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show…
2 weeks ago
Top 5 of 2025: #2: Ian Charles
We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate …
2 weeks ago
Top 5 of 2025: #3: Tim Sullivan
We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David S…
2 weeks ago
Year in Review 2025
Episode 478
For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We…
3 weeks ago
Top 5 of 2025: #5: Adrian Meli
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the m…
3 weeks ago
Top 5 of 2025: #4: Alex Sacerdote
We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes h…
3 weeks ago