Podcast Episodes
Back to Search
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Ben Inker is the head of the Asset Allocation team at GMO, a $60 billion asset manager known for its value bias under founder Jeremy Grantham. Ben j…
5 years, 9 months ago
Michael Mauboussin – Consilient Observations in a Crisis
Episode 127
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global and fortunately, a regular guest on the show. Michael is an astute resea…
5 years, 9 months ago
[REPLAY] Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to d…
5 years, 9 months ago
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the m…
5 years, 9 months ago
James Aitken – Systemic Risk in a Crisis
Episode 126
In the midst of this unprecedented time, I thought it would be helpful to hear from James Aitken, the extraordinary macro strategist who specializes …
5 years, 9 months ago
Greg Fleming – Building and Running Rockefeller Capital Management
Episode 125
Greg Fleming is the founding CEO of Rockefeller Capital Management, where he took the helm of a storied family office in 2018 to build and serve othe…
5 years, 9 months ago
Christie Hamilton – Tweeting on Allocation at Children's Health
Episode 124
Christie Hamilton is the Head of Investments at the $2 billion Children's Health Medical Center of Dallas. She's perhaps the most well-followed inst…
5 years, 10 months ago
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
Mike Mauzé is the General Partner at VMG Partners, which is one of those little known, closed capacity private equity firms that a small number of to…
5 years, 10 months ago
Doug Phillips – Middle of the Fairway at the University of Rochester
Episode 123
Doug Phillips is the CIO of the University of Rochester, where he has overseen the school's $2.6 billion endowment for twenty years. Doug's two-deca…
5 years, 10 months ago
Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Dan Rasmussen is the Founder and portfolio manager at Verdad Advisers, which he launched in 2014 to replicate the historical success of private equit…
5 years, 10 months ago