PODCAST · business
Tomorrow's People
by BFA Global Investors
Welcome to Tomorrow's People, our new podcast series that showcases the expertise of the best and brightest investors in venture capital and private asset investing. In each episode, BFA Founding Partner Gavin Ezekowitz will invite a leading investor across the BFA Global Investors ecosystem, covering areas such as venture capital, private equity and hedge funds. Join us as we bring you the top minds shaping global markets, and get into the game of private asset investing. ** Tomorrow's People is not financial advice. Visit https://bfainvestors.global/ for the full disclaimer.
Episodes
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Gaming, Digital media disruptions and Epic Games: Bruce Stein (S3, Ep. 2)
In this episode of Tomorrow's People, host Gavin Ezekowitz is joined by top gaming and tech investor and entrepreneur Bruce Stein to talk about founding aXiomatic, investing in Epic Games, the digital media landscape and where he sees the opportunity in the future of gaming. Bruce Stein is the...
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Why Hedge Funds Create Alpha and the Long Game for Macro Cycles: Bob Elliott (S3, Ep. 1)
On our inaugural Tomorrow's People episode, host Gavin Ezekowitz is joined by renowned investor Bob Elliott to talk about hedge funds, macro cycles and their effect on asset prices, the effects of the Fed raising interest rates, inflation, unemployment and the impact on equities. Bob Elliott is…
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Interest Rates, Inflation, Bonds and Market Volatility: Post FOMC with Roni Green | S2 E21
Expert global credit analyst Roni Green (and the founder and manager of GFAM global credit opportunities fund) joins us on Tomorrow's News to discuss the recent FOMC meeting and its impact on the future path of interest rates. Whilst Roni believes the Fed may implement one more hike this year, he...
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A whistle-stop tour of recent global market dynamics | S2 E20
In a slight departure from our usual format, join us as Gavin takes the spotlight and offers a concise 10-minute exploration of the current global market dynamics and how as an investor you should be thinking about some of the key pieces of economic data. For the complete experience, we recommend...
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Innovation Unleashed: The real pace of change in venture behind closed doors in Silicon Valley | S2 E19
In this episode, Jonathan Belz, Co-Founder of BFA Global Investors joins Gavin fresh from his visit to Silicon Valley to tell us the state of play in the venture ecosystem in the US and how Australia and Australian investors are best positioned to be part of this exponential growth.——Any...
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Understanding duration and credit risk when managing a bond portfolio with Roni Green | S2 E18
In this episode, we are joined by Roni Green, founder and manager of GFAM global credit opportunities fund, and an experienced global credit analyst, to help investors understand bond duration and how it plays into the nuances and complexities of managing a bond portfolio.——Any information in…
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Building the AI Empire: Is Microsoft the one stock to rule them all | S2 E17
Microsoft’s $10 billion investment in OpenAI, the company behind ChatGPT, has put generative AI in the spotlight, as well giving MSFT stock a 40% uplift since the beginning of the year. In this episode, we chat to Gavin Ezekowitz, Founding Partner of BFA Global Investors, on his views on the...
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First Republic Bank collapse and the commercial real estate market with Roni Green | S2 E16
Last month, we witnessed the second-biggest bank failure in US history with First Republic Bank. Founder and manager of GFAM global credit opportunities fund and an experienced global credit analyst, Roni Green, joins the show to discuss the impact on the bond market, and how Australia fares in…
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Sour Milk: Was Milkrun's demise venture capital exuberance or the challenges of 10 minute delivery in Australia? | S2 E15
In January 2023, Milkrun raised $75 million dollars from Tiger Global, Airtree and other investors. In April 2023, Milkrun announced it had made its 400 staff redundant and shut its doors for good. We discuss where Milkrun went wrong and how investors should do a health check on their portfolios,...
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US CPI, the Yen's impact on global liquidity and how you should be thinking about US equities | S2 E14
Why does a 90 year old man fly to Tokyo? In this episode of Tomorrow's News, we talk about the latest US CPI results, Japan and how the Yen is playing a part in global liquidity, and how this should frame your thinking about the S&P and US equities. ——Any information in this podcast is not…
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Shanghai street talk (with Lucy Du) | S2 E13
This episode of Tomorrow's News comes live from Shanghai, where BFA's Head of Community Lucy Du shares her observations around the streets of Shanghai after three years. We do the shopping bag test in malls, chat about housing, pet ownership, and discuss the biggest change in the city from Dec…
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Navigating the bank hybrid market: Balancing risk and reward (with guest Roni Green) | S2 E12
In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green on the latest investor concerns surrounding bank hybrids, and what are the real risks and rewards associated with these unique debt instruments.—Any information in...
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Trading Places: Hyperinflation and the death of the dollar (with guest Rasheed Saleuddin) | S2 E11
Investor, author and podcaster Dr Rasheed Saleuddin return to Tomorrow's News to talk about hyperinflation on the back of former Coinbase CTO Balaji Srinivasan’s wager that bitcoin will hit $1M within 90 days. --Rasheed used to manage the treasury portfolio for Bank of America before pursuing an...
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China's 5% GDP target, consumption, rising debt and data integrity, we ask guest Dr Dan Wang all the hard questions on China this week | S2 E10
This week we have the pleasure of speaking with China economist Dr Dan Wang, who takes us on the ground to China, and gives our listeners a read out of the macroeconomic landscape of the country and the Chinese government's monetary stance in 2023 and beyond.We talk about China's 5% GDP target,...
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Silicon Valley Bank: FTX Butterfly Wings (with guest Rasheed Saleuddin) | S2 E9
The story of Silicon Valley Bank not discussed in the news. This week we have the pleasure of speaking with investor, author and podcaster Rasheed Saleuddin, who took a break from his ski trip in Canada to join Gavin and help our listeners unpack the SVB story that unfolded over the weekend. Is…
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US consumer housing, a bit on China and why you should pay attention to oil this week | S2 E8
Markets this week are like the surfs at Tamarama, hard to find a peak to paddle into, hard to form a view on what it's trying to do. In this episode of Tomorrow's News, BFA Head of Community, Lucy Du talks to Gavin Ezekowitz about US consumer housing and the FOMC, China and Oil. —— Any…
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From credit spreads to government bonds, we talk all things global credit with guest Roni Green | S2 E7
In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green having pizza with Jonathan Shapiro, credit spreads and all things global credit — Any information in this podcast is not intended to promote or recommend any...
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Thinking about the markets following the US January CPI results | S2 E6
In this episode of Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz about the January CPI results, and what it means for equities, bonds and the next FOMC meeting. — Any information in this podcast is not intended to promote or recommend any particular product or services...
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Will the yuan become the next reserve currency? (with guest Dr Rasheed Saleuddin) | S2 E5
In this week's Tomorrow's News Gavin Ezekowitz speaks to pre-seed tech and crypto angel investor, Dr Rasheed Saleuddin. Rasheed was a post-doc in finance at Cambridge, with academic specialties in US interwar financial markets and the 2008 GFC. He ran a distressed mortgage hedge fund from...
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What does the Feb US rate hike mean for investors and the market? | S2 E4
In this week's Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz on the market reactions following the FOMC meeting, and what that means for his investments and investors today. Gavin's Twitter follow: @michaeljburry — Any information in this podcast is not intended to…
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Special guest Roni Green talks about Australian inflation post-December CPI results | S2 E3
This week on Tomorrow's News we invite special guest Roni Green to talk about Australian inflation on the back of December's CPI results, RBA's rate hikes, housing, and what that means for Roni's portfolio construction in the global context. Roni spent the past 12 years in Hong Kong working for...
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Why so bullish cowboy? (Gavin's top reasons to be bullish this week) | S2 E2
We return this week for Tomorrow's News discussing the US dollar, Cardi B, bond markets, China and semi-conductors and more. We don't have a Twitter follow this week, but instead recommend listening to Benedict Evans and Toni Cowan-Brown's latest podcast episode: "Why are chips interesting…
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December CPI numbers, and the top 3 things investors should think about heading into 2023 | S2 E1
Tomorrow's News is back! In this episode, we talk about December's CPI numbers and key areas investors should be thinking about heading into 2023, such as wage inflation, commodities, AUD/USD, China, and VC. Gavin's Twitter follow this week: @AndreasSteno This is a public episode. If you would…
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The big picture (last episode for 2022) | S1 E21
In our final episode for 2022, Gavin gives us the big picture following CPI and FOMC, and shares his top three things to look to in 2023. Gavin's holiday Twitter follow will be revealed on Discord (https://discord.com/invite/68hp37W2gt) and Whatsapp shortly. We will be back in January 2023. Happy...
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Don't fight the Fed but also don't trust the Fed | S1 E20
On the evening before November CPI numbers came out, Gavin chats to Lucy about how markets seem to be playing out another "do the opposite" scenario. Gavin's Twitter follow this week: @BearForce_Won This is a public episode. If you would like to discuss this with other subscribers or get access…
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The greatest dispersion of views since 2009 | S1 E19
The dispersion of views from Wall Street strategists has never been this great since 2009. This week, Gavin discusses what he saw in the markets this past week across US Treasury bonds, S&P 500, Dow, oil etc to give listeners some frame of reference when looking at the data and charts, Gavin's...
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Flashing Amber Lights | S1 E18
The most dangerous words in finance are, "this time it's different". This week, Gavin talks about why this time it's actually different and how the role of inflation and the fed hiking cycle could potentially impact risk assets. Gavin's Twitter follow this week: @LynAldenContact New episodes...
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Singapore, Asia's new intersection of global commerce? | S1 E17
This week all eyes have been focused on Asia as the G20 concluded in Bali. Gavin also spent the week in Singapore and returns to talk with special guest and Asia expert Will Zhao on what's happening across the SEA region. Will is the CEO and Co-Founder of Yaru Ventures, and has over 15 years of...
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Major Moves | S1 E16
Off the back of last week's FOMC rate hike, this week feels like a lifetime of activity. This week, Gavin and I talk about the latest CPI move, and how that is changing the trajectory of the markets as we look to year-end. Gavin's Twitter follow this week: @GavinSBaker New episodes released every...
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How much longer will the Fed keep sucking joy from the markets? | S1 E15
Everyone's got a plan until they get punched in the face. This week, Gavin and I discuss the Fed's post-FOMC rate hike, the opportunities (if any) in current markets, Gavin's best trade (not financial advice), as well as what to expect in Tomorrow's News. Gavin's Twitter follow this week:...
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What to do about the S&P 500 | S1 E14
A big week in the S&P 500, with companies announcing their quarterly earnings. Will history repeat itself? This week, we talk about what the performance of AMZN, META, NFLX, and MSFT means for investors, as well as what to expect in Tomorrow's News. Gavin's Twitter follow this week: @elonmusk…
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From London to Beijing | S1 E13
Truss' resignation and the conclusion of the National People's Congress. This week, Gavin and Lucy chat about how the markets are being affected by some big world news, as well as what Gavin's looking ahead in Tomorrow's News. Gavin's Twitter follow this week: @Concodanomics Join us on the BFA...
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A hotter than expected US September CPI reading | S1 E12
Thursday's Consumer Price Index reading saw CPI rose 8.2 percent in September, higher than expected despite recent Fed rate hikes. This week, Gavin provides his readout and commentary on what it means for investors. Gavin's Twitter follow this week: @MacroAlf Join us on the BFA discord for more...
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When is the Fed-Pivot coming? | S1 E11
Markets rallied at the start of this week with hopes for a fed-pivot. This week, Gavin discusses central banks' latest policy decisions around the world, the impact of China, the housing market and his Plan B, should the markets not get a Fed pivot Join us on the BFA discord for more…
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Wrapping up September | S1 E10
With the constant interplay between changing policy and current events, we're seeing very interesting market trends. This week, Gavin discusses his outlook, particularly on currencies, and ecommerce & tech securities. Join us on the BFA discord for more conversations like these and to ask any...
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How will the CPI number change the Fed's outlook? | S1 E9
We're a bit late, but finally here with episode #10 where Gavin shares "known unknowns" and "unknown unknowns" that investors should keep an eye on in the next few months, and what investors should be doing if they have a long term view! Join us on the BFA discord for more conversations like…
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What's happening post-Jackson Hole? | S1 E8
After the Fed's Jackson Hole Symposium, the markets are responding in interesting ways. Here's Gavin's update on what's been happening in the markets and how he's adjusting his perspectives of what's going to be in tomorrow's news. Join us on the BFA discord for more conversations like these and…
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What will ETH 2.0 and ETH PoW look like after the merge? (Part 3) | S1 E7
In today's episode, Gavin explains how the market might react to ETH 2.0 and ETH PoW after the merge. This episode is a part of our mini-series on the upcoming Ethereum merge. Over 3 short episodes, we discuss how ETH is set to be deflationary after the merge, what the merge is, and what the...
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ETH Merge 101 (Part 2) | S1 E7
In today's episode, Gavin & I go over the basics of the merge—what it is, why it's called that and what we can expect in the crypto space because of it! This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be...
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How is ETH going to be deflationary over time? (Part 1) | S1 E7
This week Gavin & I are chatting about the upcoming Ethereum merge. Over 3 short episodes, we're going to discuss how ETH is set to be deflationary after the merge, what the merge is, and what the implications of the merge are. Join us on the BFA discord for any questions you have and more...
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Is the market taking a long view? What does that mean? | S1 E6
This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, the workings of Ethereum and what positions Gavin is holding right now....
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Teaser — Is the market taking a long view? What does that mean? | S1 E6
This week, Gavin catches us up on the new movements in the market and explains what the markets are predicting will happen in the next couple months, and the next couple years. We also touch on the opportunities in Bitcoin, workings of Ethereum and what positions Gavin is holding right now. Stay...
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Are we seeing a bear market rally? What's in store in the next 18 months? | S1 E5
This week, Gavin discusses whether we're seeing a bear market rally, what's probable in the markets in the next 18 months, and what all this means for investor positioning. Gavin also shares which assets and equities are giving him early glimmers of spring. Join us on the BFA discord for more...
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BONUS — What's so unprecedented about this new paradigm? | S1 E4
Wondering what's so new about this new regime? Here's a deeper look into unemployment and possibly why it's providing a buffer from recession. Join us on the BFA discord for more conversations like these and to ask your questions: https://discord.com/invite/68hp37W2gt This is a public episode. If...
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Are the markets entering a new regime? | S1 E4
After the Fed's 4th rate hike, the markets are responding in an unprecedented way. Here's Gavin's take on what we might be seeing, what's causing it, and where the probabilities lie going forward. Join us on the BFA discord for more conversations like these and to ask your questions:...
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Teaser — A new paradigm after the rate hikes? | S1 E4
Amidst the recent fed rate hike, unemployment lows, and rallying stock market, have we entered a new paradigm? Here's a peek from this week's episode of Tomorrow's News. For more conversations like these, join the BFA discord server: https://discord.gg/U5qUxyYVFq This is a public episode. If you...
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Possible Sub-Saharan economic superpowers, the most mis-priced asset class, and more | S1 E3
This week Gavin answers a question about Sub-Saharan economies, shares what he thinks is the most mis-priced asset class right now, and tells me about a stock he wishes he'd bought earlier. Join us on the BFA discord for more conversations like these and to ask any questions you may have:...
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Teaser — Economic superpowers in Sub-Saharan region, the most mispriced asset class right now, and more | S1 E3
Catch the full episode on July 21st! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
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What's the future of inflation, the recession & bitcoin? — Catching up on June '22 | S1 E2
Gavin joins us from LA this week. We're catching up on what's contributing to the recession, how wage inflation and consumer spending are snowballing, Gavin's optimism in the equity market and bitcoin. This is a public episode. If you would like to discuss this with other subscribers or get…
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Teaser — What's the deal with inflation, the recession, and what's ahead? | S1 E2
Tune in on on 1st July for the full episode! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com
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ABOUT THIS SHOW
Welcome to Tomorrow's People, our new podcast series that showcases the expertise of the best and brightest investors in venture capital and private asset investing.
In each episode, BFA Founding Partner Gavin Ezekowitz will invite a leading investor across the BFA Global Investors ecosystem, covering areas such as venture capital, private equity and hedge funds.
Join us as we bring you the top minds shaping global markets, and get into the game of private asset investing.
** Tomorrow's People is not financial advice. Visit https://bfainvestors.global/ for the full disclaimer.
HOSTED BY
BFA Global Investors
CATEGORIES
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Frequently Asked Questions
How many episodes does Tomorrow's People have?
Tomorrow's People currently has 52 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Tomorrow's People about?
Welcome to Tomorrow's People, our new podcast series that showcases the expertise of the best and brightest investors in venture capital and private asset investing. In each episode, BFA Founding Partner Gavin Ezekowitz will invite a leading investor across the BFA Global Investors ecosystem,...
How often does Tomorrow's People release new episodes?
Tomorrow's People has 52 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Tomorrow's People?
You can listen to Tomorrow's People on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Tomorrow's People?
Tomorrow's People is created and hosted by BFA Global Investors.
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