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The Market Has Moved from Deflation to Debasement | Warren Pies
This Other People’s Money episode is brought to you by VanEck.
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Learn more about the VanEck Fabless Semiconductor ETF (SMH…
Published on 5 months, 3 weeks ago
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
Published on 5 months, 4 weeks ago
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt
Zach Levitt, CIO and Founder of Sixth Turn Capital and Opus One Asset Management joins Other People’s Money to discuss how he is standing up multi-manager platforms at just 25 years old by focusing o…
Published on 6 months, 2 weeks ago
What Investors Are Overlooking in AI & Semis | Val Zlatev
Val Zlatev, Portfolio Manager and Senior Partner at hard tech specialist hedge fund Analog Century Capital Management joins Other People’s Money to discuss what he thinks investors still fail to appr…
Published on 6 months, 3 weeks ago
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
Bob Robotti, legendary value investor and President and CIO of Robotti and Company Advisors, is one of a very select group of investors with a 30+ year track record of S&P 500 outperformance. Here h…
Published on 7 months ago
How Hedge Funds Have Managed Market Turmoil with Jack and Max
The first 4 months of 2025 have been highly volatile hurting both equity and fixed income investors alike, but how has the “smart money” faired in this environment? Jack and Max breakdown the perform…
Published on 8 months ago
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
Matt Jozoff, co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital joins Other People’s Money, to discuss how trends like the growth in the Ginnie Mae market, low credit borrowers…
Published on 8 months ago
Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital
Måns Levin, CEO and co-founder of Ridge Capital, joins Other People’s Money, to discuss why they believe the Nordic high yield credit market provides unique opportunities for double-digit returns and…
Published on 8 months, 2 weeks ago
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook
Wayne Himelsein, CIO and founder of Logic Capital Advisors, joins Other People’s Money, to discuss how his hedge fund is built to profit when volatility spikes in moments just like this. Everybody wa…
Published on 8 months, 3 weeks ago
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
This episode is brought to you by Fintool. Learn more about how you can add AI to your investment process with Fintool: https://fintool.com/?utm_source=the_opm
Petr Pinkhasov, CIO and founder of Anthe…
Published on 8 months, 4 weeks ago