Podcast Episodes

Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586

Episode 586

Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked …

Published on 2 months, 3 weeks ago

Kim Flynn - Unlocking Alternative Investments | #585

Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Struct…

Published on 3 months ago

Cole Wilcox on The Power Law of Investing | #584

Episode 584

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies.

In today’s episode, Cole walks through one of my favorite …

Published on 3 months, 1 week ago

Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583

Today’s guest is Alex Wright, Global Wealth Strategist at Apollo.

In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversi…

Published on 3 months, 2 weeks ago

BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk.

In today’s episode, Philipp starts by shar…

Published on 3 months, 3 weeks ago

Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581

Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell.

(0:00) Starts

(0:53) Jeremy Grantham

(5:25) John Arnold

(8:24) Sam Zell

To listen to the full e…

Published on 4 months ago

Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades.

In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current…

Published on 4 months, 2 weeks ago

UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management.

In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible…

Published on 4 months, 4 weeks ago

Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years.

In today’s episode, Francois walks through the influence of Peter Lynch and …

Published on 5 months ago

UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577

Episode 578

Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’

In today’s episode,…

Published on 5 months ago