Podcast Episodes
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Markets Happy Hour Podcast - Live in Washington DC
In today’s markets happy hour podcast we host a group of investors in Washington DC, with representation across public funds, the buy side and indust…
5 months, 1 week ago
Markets Happy Hour Podcast March 19, 2026: Decisions, Decisions
In this week’s Markets Happy Hour Podcast we are joined by special guest Richard Tomlinson, CIO of Local Pensions Partnership Investments, who brings…
5 months, 2 weeks ago
Markets Happy Hour Podcast March 12, 2026 - Oil Spill
In today's Markets Happy Hour Podcast we start "happy hour" early on Thursday morning, which is an essential disclosure - given the pace of newsflow …
5 months, 3 weeks ago
Markets Happy Hour Podcast March 5, 2026 - LIVE in New York City
We were delighted to be back in NYC for our second live podcast - joined by 25+ year veteran Jai Jacob. Jai overseas multi-asset and equity strategie…
6 months ago
Markets Happy Hour Podcast March 5, 2026 - Spring has Sprung with Special Guest Ryan Boothroyd
In today’s Markets Happy Hour Podcast we discuss the unfolding geopolitical events that are impacting markets and are joined by special guest Ryan Bo…
6 months ago
Markets Happy Hour Podcast February 27, 2026 - More Flurries
In this week's Markets Happy Hour we discuss the long winter that has descended on the East Coast of the US and the ongoing chill and flurries of anx…
6 months, 1 week ago
AI CapEx: Boom, Bust, or Groupthink?
Full episode: INUNDATED linked below
https://www.youtube.com/watch?v=fWxIlGvENsQ&t=101s
6 months, 2 weeks ago
Inflation: Real Progress or Canary in the Coal Mine?
Full Episode: INUNDATED linked below
https://www.youtube.com/watch?v=fWxIlGvENsQ&t=10s
6 months, 2 weeks ago
Markets Happy Hour Podcast - February 19, 2026 - Inundated
In this week’s Markets Happy Hour Podcast we deal with the inundation – both literal and metaphorical that markets and populations are contending wit…
6 months, 2 weeks ago
Markets Happy Hour Podcast February 12, 2026 - Where is the Love?
In this week's Markets Happy Hour Podcast we ask where is the love? As Valentine's Day approaches, it seems that consumers, and investors themselves …
6 months, 3 weeks ago