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#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook
#61 - Jonathan Ruffer: Financial History, Market Cycles, Outlook

Episode 61

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on…

1 year, 6 months ago

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#60 - Josh Kanter: Legacy Building, Family Owner’s Manual
#60 - Josh Kanter: Legacy Building, Family Owner’s Manual

Episode 60

Josh is the Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Drawing on his nearly 25 years of experience managi…

1 year, 6 months ago

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#59 - Bob Prince: Portfolio Engineering, Psychology of Investing
#59 - Bob Prince: Portfolio Engineering, Psychology of Investing

Episode 59

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and…

1 year, 6 months ago

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#58 - Richard Orlando: Wealth Psychology & Legacy
#58 - Richard Orlando: Wealth Psychology & Legacy

Episode 58

Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients. He explores the human side of wealth and delves into family dyn…

1 year, 7 months ago

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#57 - Jeff Gardner: Investment Philosophy, Outlook
#57 - Jeff Gardner: Investment Philosophy, Outlook

Episode 57

Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before de…

1 year, 7 months ago

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Adam Katz: Activist Investing Insights
Adam Katz: Activist Investing Insights

Episode 56

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his pers…

1 year, 7 months ago

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Lawrence Golub: Private Credit Evolution
Lawrence Golub: Private Credit Evolution

Episode 55

Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he…

1 year, 7 months ago

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#54 - Cliff Asness: Quant Investing, Market Inefficiency
#54 - Cliff Asness: Quant Investing, Market Inefficiency

Episode 54

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique …

1 year, 8 months ago

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#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing
#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing

Episode 53

Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares va…

1 year, 8 months ago

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#52 - David Chene: Non-Sponsor Backed Private Credit
#52 - David Chene: Non-Sponsor Backed Private Credit

Episode 52

David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 bil…

1 year, 8 months ago

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