All Episodes

#126 - Greg Bond: Alpha at Scale, AI for Collaboration

#125 - Paul Desmarais III: Right to Win, Built to Last

#124 - Robert Smith: Enterprise Software, AI, Agentic Execution

#123 - Chris Davis: Stewardship, Patience, Value Investing

#122 - Doug Merritt: Cybersecurity Risk in the AI Era

#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold

#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT

#117 - Rod Wong: Biotech Innovation, Real Outcomes

#116 - Kevin Carter: EM Internet Opportunities & Risks

#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

#113 - Young Lee & Asheesh Gupta: Audax AI Value Creation

#112 - Carl Kaufman: Public Credit Risk Discipline

#111: Jack Sommers: Culture, Principles, Focus, Always

#110 - Leland Clemons: Bond ETF Innovation

#109 - Josh Jones: The Three Circle Playbook

#108 - David Wright: Quant Investing & AI Explained

#107 - Jenny Johnson: Innovating at Trillion‑Dollar Scale

#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value

#105 - Josh Baumgarten: Credit Investing Across Firm Sizes

#104 - Jim Gianopulos: The Evolution of Hollywood and Tech

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)

#101 - Pablos Holman: Hacking, Deep Tech & AI

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

#99 - Joe Davis: Megatrends and the Tug-of-War Economy

#98 - Mark Sear: Industry Evolution

#97 - Paul Pagnato: Inside the Longevity Revolution

#96 - Aakash Doshi: The Strategic Case for Gold

#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit

#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market

#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture

#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives

#91 - Steven Romick: Value, Quality, and Adaptability

#90 - Adam Blitz: The Hedge Fund Playbook

#89 - Brock Sutton: Adapting to the AI Era

#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment

#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation

#86 - Jason Thomas: Inflation, AI Economics, Tariffs, Private Markets

#85 - Darell Krasnoff: Wealth Management Evolution, Leadership

#84 - Carl Ross: EM Debt, Global Shifts, Opportunities

#83 - Yie-Hsin Hung: Leadership, Innovation, Adaptability

#82 - Tony Davidow: Alternatives, Education, Bridging Investor Gaps

#81 - Blake Johnson: Entrepreneurship, Bootstrapping, Resilience

#80 - Andrew Metrick: Master Class in Financial Crises & Bank Runs

#79 - Jon Gray: Leadership, Scaling Blackstone, Market Trends

#78 - Leonard Kleinrock: Internet Creation, AI Future

#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives

#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic

#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification

#74 - Alan Waxman: Sixth Street, Leadership, Outlook

#73 - Greg Sharenow: Inflation History, Outlook, and Hedging

#72 - Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification

#71 - David Rutherford: Navy Seal Mindset, Embracing Fear

#70 - David Powers: Wasatch Culture, Market Cycles, Long-Term

#69 - Bob Louzan: Asset-Based Lending, Downside Protection

#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline

#67 - Soo Chuen Tan: Long-Term Equity Investing

#66 - Jason Illian: Leadership, Legacy, Principles

#65 - Julian Brigden: Macro and Market Outlook

#64 - Katie Koch: Effective Leadership

#63 - Paul Podolsky: Art and Science in Investing

#62 - Jeffrey Gundlach: Big Picture Outlook

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

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

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

#58 - Richard Orlando: Wealth Psychology & Legacy

#57 - Jeff Gardner: Investment Philosophy, Outlook

#56 - Adam Katz: Activist Investing Insights

#55 - Lawrence Golub: Private Credit Evolution

#54 - Cliff Asness: Quant Investing, Market Inefficiency

#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing

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

#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)

#50 - Top 10 Insights from 2024 (Part 1)

#49 - Mike Odrich: PE, Operational Value Add, A&M

#48 - Ben Inker: Value Investing, Market Outlook

#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make

#46 - David Hou: Industry Insights

#45 - David Dredge: Risk Management (Part 2)

#44 - Jeff deGraaf: Technical Analysis

#43 - David Dredge: Risk Management

#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy

#41 - Roy Leckie: Walter Scott, Long-Term Investing

#40 – Doug Kiersey: Logistics Properties, Dermody

#39 - Michael Green: The Bitcoin Bear Case

#38 - Sophie Bakalar: For-Profit & For-Good

#37 - Jeff Krasnoff: Private Real Estate Investing

#36 - Tom Keck: Private Markets Overview & Outlook

#35 - Ted Seides: Industry Insights, Portfolio Construction

#34 - Jeffrey Sherman: Fixed Income, Market Outlook

#33 - Matt Hougan: Bitcoin History & Outlook

#32 - George Milling-Stanley: Gold History & Outlook

#31 - Dan Ivascyn: Fixed Income, Market Outlook

#30 - Meb Faber: Industry Insights, Investment Framework

#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction

#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds

#27 - Jacob Ziemann: AI Explained

#26 - Rob Arnott: Quant Investing, Asset Class Outlook

#25 - Stephen Nesbitt: Cliffwater, Private Debt

#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity

#23 - Melissa Ma: China, India, PE

#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels

#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"

#20 - Matt Smith: Ruffer, Market History, Outlook

#19 - Michael Bego: Secondaries, Private Markets

#18 - David Samra: Value Investing, Market Efficiency

#17 - Hal Hershfield: Behavioral Finance, Future Self

#16 - Gerard O'Reilly: DFA, Financial Science, Indexing

#15 – Kjerstin Hatch: Muni Bond Market

#14 – Glenn August: Oak Hill Advisors, Private Credit

#13 – Jim Haskel: Bridgewater, Diversification, Outlook

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

#11 - Fran Kinniry: Vanguard, Common Investor Oversights

#10 - Rich Bernstein: Market Outlook, Investment Opportunities

#9 - Wes Whitman: Real Estate Investing, Outlook

#8 - Rajiv Jain: Stocks, GQG, Adaptability

#7 - Vineer Bhansali: Tail Risk, Investment Lessons

#6 - Tony Cusano: Private Markets, Secondaries

#5 - Brian Higgins: Risk, King Street, Outlook

#4 – Ben Reeves: Institutional vs. Retail Investors, Alternatives

#3 – Bob Elliott: Portfolio Construction, Outlook

#2 Paul Podolsky: Markets, Geopolitics

#1 - Introducing Your Host: Alex Shahidi

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