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Ep. 352: Richard Schimel on Platform Evolution, Collaborative Culture, and Navigating Market Risks
Episode 352
Richard Schimel is the Co-Founder and Co-CIO of Cinctive Capital Management – a leading multi-strategy alternative asset manager. Rich has over 30 y…
20 hours ago
Ep. 351: Tyler Goodspeed on Recession Myths, the Reality of Economic Shocks, and Policy Hubris
Episode 349
Dr. Tyler Goodspeed chaired the White House Council of Economic Advisers from 202-21. During his tenure on the council, he also chaired the Economic…
1 week, 3 days ago
Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience
Episode 350
Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice…
2 weeks, 3 days ago
Ep. 349: Nader Itayim on Iran's Regional War, the Hormuz Choke Point, and Global Energy Disruption
Episode 349
Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nade…
3 weeks, 3 days ago
Ep. 348: Alex Campbell on Commodity Diversification, AI strategies, and the Moneyball Approach
Episode 348
Alex has 20 years of experience at the intersection of finance and data. He has been a global macro investor at firms like Bridgewater Associates an…
1 month ago
Ep. 347: Raphaël Gallardo on Austrian Economics, Wobbling AI Bubbles, and Trump Risk Parity
Episode 347
Raphaël Gallardo is Chief Economist within the Cross-Asset team at Carmignac. Carmignac is a leading European investment management boutique establi…
1 month, 1 week ago
Ep. 346: Alex Gurevich on US Return to Zero Rates, AI Productivity, and Managing Portfolio Paralysis
Episode 346
Alex Gurevich is the founder of HonTe Investments. After earning a PhD in mathematics from the University of Chicago, he leveraged his passion for s…
1 month, 2 weeks ago
Ep. 345: Marc Elovitz on Private Market Evolution, Crypto's Regulatory Shift, and AI Explainability
Episode 345
Marc Elovitz is Global Head of Investment Management Regulatory at McDermott Will & Schulte – a leading global law firm. Marc advises private fund m…
1 month, 3 weeks ago
Ep. 344: Sean McGould on Multi-Strategy Investing, Trump 2.0, and the AI 'Digital Tool' Era
Episode 344
Sean McGould – the founder/CEO of the Lighthouse Group – an approximately $17 billion investment management firm. Prior to Lighthouse, Sean was the …
2 months ago
Ep. 343: Srividya Jandhyala on Changing Corporate Behaviour to Geopolitical Risks, and 'The Great Disruption'
Episode 343
Srividya Jandhyala is a professor of Management at ESSEC Business School in Singapore. Her research focuses on global strategy, geopolitics, and int…
2 months, 1 week ago