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Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead
Episode 342
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of G…
2 months, 2 weeks ago
Ep. 341: Phil Suttle on Trump's Populism, the Productivity Mystery, and Global Disruption
Episode 341
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International…
2 months, 3 weeks ago
Ep. 340: Robert Koenigsberger on EM Cycles, China's Turnaround, and the New Era of Private Credit
Episode 340
Robert is Founder, Chief Investment Officer and the Managing Partner of the $5bn EM fund, Gramercy. He founded Gramercy in 1998. Robert has 36 years …
2 months, 4 weeks ago
Ep. 339: Jay Pelosky on Tech Bubble (or Not), China vs. US, Clean Energy Plays
Episode 339
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay…
3 months, 2 weeks ago
Ep. 338: Ken Tropin on Talent Recruitment, Fed Risks, and Biggest Underpriced Trade
Episode 338
Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $20bn fund. Ken founded GCM in 199…
3 months, 3 weeks ago
Ep. 337: Sangeet Paul Choudary on What Everyone Is Getting Wrong on AI
Episode 337
Sangeet Paul Choudary is the best-selling co-author of Platform Revolution and author of the new book Reshuffle. He has advised leadership teams at o…
4 months ago
Ep. 336: David Dredge on Sharpe Ratio Fallacy, Capturing Upside and Managing Uncertainty
Episode 336
David Dredge is the Chief Investment Officer of Convex Strategies, which is an agnostic value investor in volatility. David has over 30 years' exper…
4 months, 1 week ago
Ep. 335: Marc Rubinstein on AI Bubble, Private Credit, Jane Street Rise
Episode 335
Marc Rubinstein is author of Net Interest – a leading weekly newsletter on the world of finance. Before this, Marc spent ten years at leading hedge f…
4 months, 2 weeks ago
Ep. 334: Mark Farrington on Dollar Dominance, China's Gold Play and Crisis Catalysts
Episode 334
Mark Farrington is a Global Macro and Geopolitical Strategist and author of the 'Watchtower Reports,' which cover topics ranging from geopolitical ri…
4 months, 3 weeks ago
Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams
Episode 333
David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the Internatio…
5 months ago