Podcast Episodes

Sid Malladi: The Future of B2B Trade

Episode 62

My guest today is Sid Malladi, founder of Nuvo. Behind every product, from wine to lumber to steel, is a complex web of B2B relationships, built slowly, at high cost, and constrained by risk. Nuvo ai…

Published on 4 months, 2 weeks ago

Robbie Cannon: The Evolution of Asset Management

Today we are replaying my conversation with Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the as…

Published on 5 months ago

Dan Dicker - The Great Oil Reckoning

Episode 61

My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s ro…

Published on 5 months, 2 weeks ago

Quarterly Market Recap: Q1 2025

Episode 60

In this quarterly market recap, Matt Reustle turns the mic on Eric to analyze the tumultuous market environment of Q1 2025. They discuss the significant market downturn following the implementation o…

Published on 5 months, 4 weeks ago

Mark Dow: Tariffs, Trade, and Trump

Episode 61

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for…

Published on 6 months, 2 weeks ago

Barry Ritholtz: Cutting Through Financial Noise

Episode 58

My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet…

Published on 6 months, 3 weeks ago

Evan Tindell: Value Investing in 2025

Episode 57

My guest today is Evan Tindell. Evan graduated from MIT and became a professional poker player before entering the investing world. He’s now the co-founder and CIO of Bireme Capital, where he’s deliv…

Published on 7 months, 1 week ago

Jonathan Birnbaum: Modernizing the Bond Market

Episode 56

My guest today is Jonathan Birnbaum, the Founder and CEO of OpenYield. After over a decade in finance, Jon set out to tackle a challenge close to my heart—bringing a modern trading experience to the …

Published on 7 months, 3 weeks ago

Phil Huber: The Case for Private Credit

Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a stagger…

Published on 8 months, 1 week ago

Hester M. Peirce: The Next Chapter of Crypto Regulations

Episode 55

My guest today is SEC commissioner Hester Peirce, also known as the Crypto mom for her strong support of the industry. Commissioner Peirce was recently appointed as the head of the SEC’s new Crypto T…

Published on 8 months, 3 weeks ago