All Episodes
Other People's Money with Max Wiethe — 73 episodes
Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy Unanue
Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis
Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark
Turbocharged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Inside The Platform Helping Invest Like Substack & FinTwit's Top Researchers | Plutus
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro
Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy
The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante
“Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital
The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners
How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon of WisdomTree
The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA
From Quant to VC: Data Driven Investing in Public & Private Markets | Matt Ober | Social Leverage
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management
Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures
Can Alpha Capture Save Fundamental Long/Short Equity? | David Stemerman CenterBook Partners
Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein
This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital
The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital
Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)
How Analyst Compensation & Incentives Impact Hedge Fund Success with HF Reflections (Bonus Episode)
Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP
Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital
How this Small Cap Hedge Fund Took Advantage of Crisis & Controversy to Reach Scale | Stoic Point Capital Management
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder
The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners
SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital
Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath
The Market Has Moved from Deflation to Debasement | Warren Pies
Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital
Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt
What Investors Are Overlooking in AI & Semis | Val Zlatev
Patient Value Investing and America’s Industrial Advantage | Bob Robotti
How Hedge Funds Have Managed Market Turmoil with Jack and Max
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital
When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook
Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management
From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management
Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA
The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners
The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index
Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge
Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital
Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks
Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors
Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value
The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund
The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months
Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management
Active Management Still Matters in Emerging Markets | Jamie Carter
The Investor Up 1000% With No Down Years | Chris Brown and Aristides Capital
The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo
How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen
Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi
Enter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital
To Zero and Beyond | Building Muddy Waters Capital with Carson Block
Introducing Other People's Money