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Jack Sommers: Culture, Principles, Focus, Always
Episode 111
Jack is the Co‑Founder and Executive Chair of Income Research + Management (IR+M), a specialist fixed income firm managing approximately $131B (as of…
6 months, 4 weeks ago
Leland Clemons: Bond ETF Innovation
Episode 110
Leland, founder and CEO of BondBloxx—a fixed‑income‑only ETF issuer managing $7 billion (as of 12/31/25)—joins the show to discuss the evolution and …
7 months ago
Josh Jones: The Three Circle Playbook
Episode 109
Josh helps lead Boston Partners’ international and global long/short strategies at a firm managing $125 billion (as of 9/30/25). We talk about his da…
7 months, 1 week ago
David Wright: Quant Investing & AI Explained
Episode 108
With over two centuries of experience and $926B in assets (as of 9/30/25), Pictet Asset Management has a deep foundation in disciplined investing, an…
7 months, 2 weeks ago
Jenny Johnson: Innovating at Trillion‑Dollar Scale
Episode 107
As CEO of Franklin Templeton ($1.6 trillion as of 9/30/25), Jenny offers a rare inside look at steering a legacy firm through rapid change and techno…
7 months, 3 weeks ago
Ross Glotzbach: Long‑Term Concentrated Engaged Value
Episode 106
Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50‑year record of long‑term, concentrated value investing. In th…
8 months ago
Josh Baumgarten: Credit Investing Across Firm Sizes
Episode 105
Josh is President & CIO of Beach Point Capital Management, overseeing more than $20B across the credit spectrum (as of 9/30/25). With decades of expe…
8 months, 1 week ago
Jim Gianopulos: The Evolution of Hollywood and Tech
Episode 104
Jim, former Chairman & CEO of 20th Century Fox and Paramount Pictures, helped bring Titanic, Avatar, and Top Gun: Maverick to global success. In this…
8 months, 2 weeks ago
Alex Shahidi: Top 10 Insights of 2025 (Part 2)
Episode 103
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week…
8 months, 3 weeks ago
Alex Shahidi: Top 10 Insights of 2025 (Part 1)
Episode 102
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while …
8 months, 4 weeks ago