All Episodes

The Visible Hand: Marketcrafting from AI to the Price of Money

Chip Craze: Framing Industrial Policy for the AI Era

The Power Play: Is Fusion Nearing a Kitty Hawk Moment?

Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard

Strategic Stalemate: What Investors Miss About U.S.-China Competition

Beyond the Battlefield: Chokepoints in the Age of Economic Warfare

The Old Normal: Macro Shocks Amid War, AI, and Economic Rivalries

Second Order Effects – From Iran to China: A Live Conversation with Dr. Kurt Campbell

Follow the Money: Inside the World's Financial Plumbing

Rethinking Risk and Global Power with Jake Sullivan

Trailer: The Outthinking Investor

Cycles, Crises, And the Currency of Change with Ray Dalio

AI Hype or Hazard? The Risks Behind the Acceleration

Factory Reset: Investing in the Future of Manufacturing

The Price of Policy: Taxes, Tariffs, and Capital Flows

Staying the Course: The Power of Long-Term Thinking in Volatile Markets

The Rise of Geoeconomics: Power Dynamics Shaping Global Markets

Balancing Growth, Costs, and Geopolitics in Airlines

Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare

Trading Up: How Active ETFs Revolutionized Investing

Raising the Stakes: Investing and the Art of Risk Taking

The New Arms Race: Supply Chains, Data, and National Security

Against the Grain: Challenging Conventional Wisdom for Better Outcomes

Balancing Act: Economic Policy and National Security in a Fragmenting World

Future-Proofing Portfolios: Taxes, Tariffs, & Government Spending

Global Elections in Focus: The Impact on Investors and the World Economy

Investing In Cities: Private Capital's Growing Role In Urban Development

Retirement at Risk: New Ideas for an Uncertain Future

The Paradox of Diversification: The 60-40 Portfolio's Future

A Pension Comeback? The Future of Retirement in a Higher-For-Longer Regime

Minding Your Blind Spots: Investment Strategies for a New Regime

Healthy Returns: Identifying Future Winners Amid Rapid Medical Innovation

Forever in Your Debt: Investment Risks in an Era of Big Spending

Industrial Policy's Rebirth Is Reshaping the Economy

S4 Trailer: The Outthinking Investor

Help Wanted: Four Forces Transforming Labor Markets

Risky Business: Taking a Long-Term View on Market Shocks

The AI Boom: Investing in a New Age of Tech

The New Oil: The Geopolitical Battle for Chip Dominance

Future of Food: Vast Implications for Investors

David Rubenstein: Investing with a Purpose

Pt. 2 - Lessons from the Banking Crisis: What Risks Remain?

Pt. 1 - Lessons from the Banking Crisis: What Risks Remain?

Upside Risk: Uncovering Investment Opportunities in an Uncertain Market

Greying and Growing: The Investment Impact of Demographic Changes

S3 Trailer: The OUTThinking Investor

Tail Risks and Protecting Against the Unknown

The New Dynamics of Private Markets with Josh Lerner

The Future of the Energy Transition with Tom Steyer

The Price and Peril of a Low-Rate Regime with Edward Chancellor

Deglobalization in a Post-Pandemic, War-Torn World

Larry Summers on Rate Hikes, Recession Fears and Stagflation

The Evolution and Future of Private-markets Investing

The Days of Disco May Preview Future Inflation

S2 Trailer: The OUTthinking Investor

Can Black Gold Be a Social Good?

From Overzealous Clergymen to Underfunded Benefit

From the Gutters of London to the Toast of Wall Street

From High-Stakes Battles to Record-Low Yields

Trailer: The OUTThinking Investor