Other People's Money with Max Wiethe cover art

All Episodes

Other People's Money with Max Wiethe — 62 episodes

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Title
1

Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?

2

SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam

3

From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners

4

"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co

5

"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners

6

Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy

7

The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante

8

“Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital

9

The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners

10

How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon of WisdomTree

11

The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA

12

From Quant to VC: Data Driven Investing in Public & Private Markets | Matt Ober | Social Leverage

13

How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital

14

Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management

15

Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures

16

Can Alpha Capture Save Fundamental Long/Short Equity? | David Stemerman CenterBook Partners

17

Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein

18

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

19

The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital

20

Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)

21

How Analyst Compensation & Incentives Impact Hedge Fund Success with HF Reflections (Bonus Episode)

22

Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP

23

Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital

24

How this Small Cap Hedge Fund Took Advantage of Crisis & Controversy to Reach Scale | Stoic Point Capital Management

25

How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon

26

Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder

27

The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception)

28

Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments

29

Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners

30

SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital

31

Top Hedge Funds Are Hiding and It’s Warping Return Data | Jon Caplis of PivotalPath

32

The Market Has Moved from Deflation to Debasement | Warren Pies

33

Is Leverage the Solution to America’s Retirement Crisis? | Abdul Al-Asaad of Basic Capital

34

Capacity Constrained by Design: The 25-Year-Old Building Niche Multi-Manager Hedge Fund Platforms | Zach Levitt

35

What Investors Are Overlooking in AI & Semis | Val Zlatev

36

Patient Value Investing and America’s Industrial Advantage | Bob Robotti

37

How Hedge Funds Have Managed Market Turmoil with Jack and Max

38

Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital

39

Dodging Tariff Turmoil in Nordic High Yield Credit | Måns Levin of Ridge Capital

40

When the Market Crashes… They Profit | Wayne Himelsein on Logica Capital’s Long Volatility Playbook

41

Trading Market Turmoil: Any System is Better than No System | OPM Trader Talks with Petr Pinkhasov of Anthem Capital Management

42

From Treasury Minister of Argentina to Macro Hedge Fund Manager | Nicolás Dujovne of Tenac Asset Management

43

Geopolitical Uncertainty is Freezing Private Capital | John Bowman of CAIA

44

The Specialist Hedge Fund That Has Crushed the S&P 500 | Moez Kassam of Anson Funds

45

Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners

46

The Trends Driving the Hedge Fund Industry’s Record $4.5 Trillion in AUM | Ken Heinz of HFR Index

47

Building the Definitive Hedge Fund Analyst Masterclass | Brett Caughran on Fundamental Edge

48

Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

49

Russell Clark on Inverting the Long Short Hedge Fund Model and Battling Investors' Biggest Risks

50

Trading Skill Isn’t Enough to Run a Hedge Fund | Benn Eifert of QVR Advisors

51

Why Hedge Fund Managers Must Adapt or Die | Kyle Mowery on The Future of Small Cap Value

52

The Last Mutual Fund Manager Standing | How Eric Crittenden Defied the ETF Boom to Build a $1B Fund

53

The Research to AUM Pipeline | Warren Pies on Raising $450m in an ETF in Less Than 6 Months

54

Inside the Secret World of Prop Traders | Noel Smith of Convex Asset Management

55

Active Management Still Matters in Emerging Markets | Jamie Carter

56

The Investor Up 1000% With No Down Years | Chris Brown and Aristides Capital

57

The Easiest Way to Launch a Hedge Fund | Understanding Fund Spinouts with Farid Guindo

58

How To Build A Billion Dollar Hedge Fund From Scratch | Dan Rasmussen

59

Thinking Outside the Style Box | The Hedge Fund Category Problem with Louis Camhi

60

Enter the Kuppyverse | Harris Kupperman on Brand Building by Blogging at Praetorian Capital

61

To Zero and Beyond | Building Muddy Waters Capital with Carson Block

62

Introducing Other People's Money