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David Rutherford: Navy Seal Mindset, Embracing Fear
Episode 71
David is a former Navy SEAL, SEAL instructor, and CIA contractor who has become a motivational speaker, performance coach, and founder of the Froglog…
1 year, 4 months ago
David Powers: Wasatch Culture, Market Cycles, Long-Term
Episode 70
Dave is Senior Portfolio Manager at Wasatch Global Investors, a $25B equity manager based in Salt Lake City (as of 3/31/25). He discusses Wasatch’s c…
1 year, 4 months ago
#69 - Bob Louzan: Asset-Based Lending, Downside Protection
Episode 69
Bob is Co-Founder and Managing Partner at WhiteHawk Capital Partners. He explains how their creative asset-based lending approach is designed to deli…
1 year, 4 months ago
Andrew Sheiner: Private Equity, Selectivity, Discipline
Episode 68
Andrew is Founder and CEO of Altas Partners, which is a Toronto-based private equity firm that manages over $10B (as of 3/31/25). Andrew shares insig…
1 year, 4 months ago
Soo Chuen Tan: Long-Term Equity Investing
Episode 67
Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term va…
1 year, 5 months ago
Jason Illian: Leadership, Legacy, Principles
Episode 66
Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, inte…
1 year, 5 months ago
Julian Brigden: Macro and Market Outlook
Episode 65
Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and wh…
1 year, 5 months ago
Katie Koch: Effective Leadership
Episode 64
Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balanci…
1 year, 5 months ago
Paul Podolsky: Art and Science in Investing
Episode 63
Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing …
1 year, 5 months ago
Jeffrey Gundlach: Big Picture Outlook
Episode 62
Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to infla…
1 year, 6 months ago