Capital Allocators Podcasts

Capital Allocators public

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

499

690

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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Resonanz Spotlight

Vincent Weber

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18d ago2w ago

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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

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The Memo by Howard Marks

Oaktree Capital Management

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20d ago2w ago

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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.

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The Wealth Enterprise Briefing

WE Family Offices

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12d ago1w ago

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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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8h ago8h ago

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

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The Investor With Joel Palathinkal

Dr. Joel Palathinkal

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1d ago1d ago

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The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

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Masters in Business

Bloomberg

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4d ago4d ago

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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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6d ago6d ago

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...

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Billion Dollar Backstory

Stacy Havener

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6d ago6d ago

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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...

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Alpha Exchange

Dean Curnutt

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212

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23h ago23h ago

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...

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The Chief Strategy Officer Podcast

Outthinker

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5d ago5d ago

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The Chief Strategy Officer Podcast brings you conversations with global executives who lead strategy to share their unique experiences in tackling complex challenges, navigating disruptive technologies, and driving impactful growth. The Chief Strategy Officer role can be lonely and misunderstood. In today's interconnected world, no single leader has all the answers. To learn more about how Outthinker's network of leading chief strategy officers can offer you time-saving solutions, trend insi ...

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CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

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5+ y ago5+ y ago

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Emanuel Datt from Datt Capital interviews Investors, CEOs, Advisors and other investment market participants. Discover new investment opportunities, themes and strategies from the inside players.

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The Allocators

Cardata

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2y ago2y ago

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The Allocators goes inside the minds of financial decision makers by asking them pressing questions about their allocation strategies.

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Spotlight Podcast

Zypsy

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7M ago31w ago

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Spotlight Podcast is a distilled collection of brand and company-building expertise from industry-leading founders and capital allocators, designed for other founders.

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Talk Money To Me

Equity Mates Media

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12d ago1w ago

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Candice and Felicity draw on their extensive expertise in capital markets, to dive deeper into the world of finance, and will bring you up to speed on everything in the financial landscape. Their goal is to enable you to generate and grow your own wealth, by revealing clever ideas, new strategies, and hear from experts sharing insights and the lessons they’ve learned. Hosted on Acast. See acast.com/privacy for more information.

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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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5y ago5y ago

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.

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The Active Advisor

Harbor Capital

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2M ago6w ago

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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...

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The Alt Asset Allocation Podcast

Ben Lakoff

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2+ y ago2+ y ago

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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.

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Focused Compounding

Andrew Kuhn and Geoff Gannon

463

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17d ago2w ago

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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/

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The Allocator

Brian Hertzog

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1y ago1y ago

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How do the world's most productive, influential, and innovative people choose to spend their time, energy, attention, and capital? In "The Allocator" podcast, we go behind the scenes to unpack the strategic allocation decisions of leaders, entrepreneurs, creators, and thinkers. Each episode features an in-depth interview with a fascinating guest, diving into how they thoughtfully manage their most valuable and limited resources. We explore the frameworks, routines, and tradeoffs they use to ...

1
The Meb Faber Show - Better Investing

The Idea Farm

646

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4d ago4d ago

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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...

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Money For the Rest of Us

J. David Stein

537

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6d ago6d ago

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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com

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Understanding Investing

Richard M. Smith

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5y ago5y ago

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“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...

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Up2

Up2 Foundation

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20d ago2w ago

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Refreshingly candid conversations with some of today’s most humble leaders. Adam Kaufman dives into topics often left unexplored. His guests’ challenges, fears, and motivations show what it takes to become a humble leader.

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Better Than B-School

Joe Wells

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12M ago50w ago

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Timeless wisdom for investors and entrepreneurs. We study the topics you didn't cover in business school—everything from deception to power, disasters to public works projects, and more—to build our mental maps, improve our judgment, and increase our effectiveness as business builders and capital allocators. Each season is an in-depth study of a specific topic, and each episode covers a different book within that topic. Our goal each season is to answer big questions, uncover common trends, ...

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The Future of Capitalism

The Vistria Group

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3+ y ago3+ y ago

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With rising income inequality, a reckoning on race, and a recognition within the business community that the status quo is unsustainable, the ultimate question becomes, what is the future of capitalism? For several years, The Vistria Group has led a dialogue in the investment community around the Future of Capitalism, recognizing that the expected and unintentional spill-over effects from the focus on profits above all have brought us to a critical and unsustainable moment. The firm has conv ...

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The IRF Podcast

irfpodcast

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1M ago5w ago

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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

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ATLalts

Andres Sandate

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21d ago2w ago

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ATLalts is a podcast for independent RIAs and accredited investors interested in learning about alternative investments, private markets, and alternative asset classes through interviews with alternative asset managers, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, private credit, infrastructure, crypto and digital assets, hedge funds, secondaries, ag- and timberland, and more specialized alternative assets such as specialty finance ...

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Money Maze Podcast

Money Maze Podcast

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5d ago5d ago

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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...

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Entrepreneurs Exposed

Adam Levinter

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1M ago5w ago

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Entrepreneurs Exposed, hosted by Canadian entrepreneur Adam Levinter, is a business long-form interview-style podcast, showcasing some of the most influential creators and founders in entrepreneurship.

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The Zurich Project: Build a Great Investment Firm - presented by MOI Global

John Mihaljevic, CFA

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5y ago5y ago

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The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...

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Good Dirt: Conversations with Leaders in Real Estate & Beyond

Mike and Tom Greeley

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8M ago36w ago

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Welcome to Good Dirt: Conversations with Leaders in Real Estate & Beyond - interviews with some of the most interesting and respected players in the commercial real estate industry, with a focus on investors, developers, and equity allocators that are shaping the built world around us. Hosted by Mike Greeley and Tom Greeley, brothers and teammates within the Newmark capital markets platform. Because the real estate industry is hyper-connected to all sectors of commerce, we will also regularl ...

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Planet MicroCap Podcast | MicroCap Investing Strategies

Planet MicroCap

231

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1M ago4w ago

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Educating the Next Generation of Investors in MicroCap Stocks

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Views From The Harbor

Harbor Capital

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2y ago2y ago

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“Views from the Harbor” is a video/audio series that serves as Harbor Capital Advisors’ take on what financial professionals need to know about what is currently happening in the economy and markets across the world and how Harbor believes it ultimately impacts investments. Hosted by Harbor Capital Advisors President and CIO, Kristof Gleich, this series features conversations with Harbor’s very own internal financial experts and external partners. They each share their own personal perspecti ...

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Stock Talking

stocktalking

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3y ago3y ago

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Interviews, ideas and more on stocks.

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Real Talk: Real Estate Discussions with Andrew Kirsh

Andrew Kirsh

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20d ago2w ago

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Welcome to Real Talk: Real Estate Discussions with Andrew Kirsh. In each episode of Real Talk, Andrew interviews industry leaders. We'll hear their real-time opinions on today's market, their background and unique career highlights, and guidance for newcomers to the industry.

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Brown Advisory CIO Perspectives

Brown Advisory

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2M ago6w ago

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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

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50X

Colossus

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2+ y ago2+ y ago

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Dissecting the anatomy of extraordinary long-term investments. Learn more at 50Xpodcast.com.

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Earn $30k to $70k as A Math Tutor Part Time

Eric Earle

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3+ y ago3+ y ago

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This podcast will reveal some simple strategies to get your first clients, grow your business, and market your services online as a tutor in any subject. There are five mistakes even experienced tutors make that can be costing you a LOT of money. Are you falling into any of the common traps? You might be surprised. Eric Earle has started 4 different tutoring companies and been working in the tutoring industry for over a decade. Currently he runs his tutoring businesses remotely and travels a ...

show series

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Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442) 35:29

1d ago35:29

35:29

Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these themes, I reached out to today’s guest, Rodrigo Bitar, Co-founder of 3B1 Partners, to get his perspective on opportunities in the reg…

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Agile Budgeting: Capital Allocation at the Pace of Change 37:34

5d ago37:34

37:34

Today, we are tackling a topic that holding back most organizations from adapting to our rapidly changing business environments, a topic rooted in a habit that is so engrained in most companies that we don’t even think about changing it: budgeting. In this episode, we sit down with Eric Woodard, Head of Strategy at Primerica and former Bain consult…

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From Big Law Partner to Global Capital Allocator, to Running $3 Billion in Assets, My Conversation with Paul Fuhrman, Co-Founder and CEO of Miramar Capital 48:47

20d ago48:47

48:47

In this episode of Real Talk, I speak with Paul Fuhrman, Co-Founder and CEO of Miramar Capital, a full service real estate investment and development company. We discuss: * Why he prefers being an operator to being a capital allocator or real estate attorney * His views on today’s market * How he is making a charitable impact with the Palisades Fir…

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Melissa Dickerson, MD Operations & CFO – Genstar Capital (EP.50) 43:47

8h ago43:47

43:47

Melissa Dickerson is the Managing Director of Operations and CFO at Genstar Capital, a private equity firm based in San Francisco and founded in 1988. In today’s competitive market, a common road map to revenue diversification is product expansion or adding a new office overseas. This conversation is a case study on having one strategy and one offi…

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The VIXgilantes Strike Back 31:56

23h ago31:56

31:56

In six short trading days from 4/2 to 4/9, the SPX realized as much vol as it did during the ENTIRE year of 2024. The protracted risk-off that began with the “Liberation Day” fallout ranks only behind Covid and the GFC in terms of severity using data going back to 1990. While we've likely moved past peak VIX, in the aftermath of recent chaos is an …

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Mary Wheeler: BioRock Ventures 40:45

1d ago40:45

40:45

Joel Palathinkal engages with Mary Wheeler, exploring her career journey and the founding of BioRock Ventures. They discuss investing in serious diseases and the significance of in-person interactions in the business realm. Mary shares insights into the investment criteria and evaluation of drug efficacy in the biopharma sector. The conversation hi…

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[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268) 35:09

1d ago35:09

35:09

Original Release Date: 08/29/2022 On today’s show we’ll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institution because of the country’s autocratic political regime, sanctions, and headline risk. But alongside those known r…

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Mike Ma: Sidecut Ventures 47:15

3d ago47:15

47:15

Joel Palathinkal introduces Mike Ma, delving into his entrepreneurial journey and the balance between parenthood and business. They explore Mike's early life, education, and tech experiences, highlighting his venture capital insights with Next Cubed. The conversation covers investment focus, growth strategies for startups, and insight-driven market…

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Matt King, Founder, Satori Insights 56:09

4d ago56:09

56:09

For Matt King, evaluating market risk is often about pinpointing vulnerabilities within the financial system. Over the many years he's been advising institutional investors, he's gone where the action is - in the dotcom era it was corporate balance sheets, in the pre-GFC period it was asset-backed CP and in the last decade it's been sovereigns and …

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Ryan Else: Roadster Capital 53:25

4d ago53:25

53:25

Joel Palathinkal introduces Ryan Else, discussing their journey and connection. They explore teaching entrepreneurship to kids and Ryan's role at Roadster Capital, emphasizing diverse backgrounds in venture capital. Key topics include fund modeling, portfolio construction, sticking to an investment thesis, and LP communication. Ryan shares insights…

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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

4d ago1:07:13

1:07:13

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

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Embracing Global Opportunities with Jeffrey Becker of Jennison Associates 56:05

5d ago56:05

56:05

Barry speaks with Jeffrey Becker, Chairman and CEO of Jennison Associates LLC. Prior to joining Jennison in 2016, Jeff served as the CEO of Voya Investment Management, formerly ING. He held various positions with ING including Vice Chairman, Chief Operating Officer, and Chief Financial Officer. He is a member of the Economic Club of New York and al…

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Kevin Jiang: Mangusta Capital 46:30

5d ago46:30

46:30

Joel Palathinkal converses with Kevin Jiang, exploring his journey from Silicon Valley upbringing to academic pursuits at Harvard and Goldman Sachs. Kevin shares valuable insights from his experience at Apollo and SoftBank's Vision Fund, highlighting the formation of Mangusta Capital and its strategic focus on early-stage AI investments. The discus…

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WTT: What it Takes to Raise Capital 4:25

5d ago4:25

4:25

No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great? Read Ted’s blog here.

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172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters 1:06:35

5d ago1:06:35

1:06:35

Economic theory suggests that when competition decreases, remaining firms may have more market power, which can lead to increased opportunities to expand, innovate, or capture a larger market share. Does that analogy apply to the world of shorting? And even if you are considered one of the best in the business, can you stay afloat with a rising tid…

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Steve Englander, Head of G10 FX and North America Macro Strategy, Standard Chartered 52:26

6d ago52:26

52:26

Market risk events come in all shapes and sizes, originating from unique sources of uncertainty. We've seen them all - valuation bubble unwinds, mortgage credit crashes, Fed policy shocks, even the shutdown of the US economy from Covid. Over the last month, investors have been forced to confront a new risk, that of the imposition of substantial tar…

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Is the Rest of the World Selling America? 19:55

6d ago19:55

19:55

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include: What was the narrative and economic and financial performance from 1995-2001, 2002-2012, and 20…

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E31: Everything You Need to Know About the Capital Stack 39:54

6d ago39:54

39:54

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated …

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The New Stock Movers Podcast: Sample Episode 4:19

6d ago4:19

4:19

Listen to the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…

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David Gritz: Insurtech Fund 46:34

6d ago46:34

46:34

Joel Palathinkal welcomes David Gritz from Insurtech NYC to discuss the intersection of AI and auto insurance. David shares his journey from real estate investing to founding Insurtech New York, highlighting the importance of community learning. They explore insurance applications across various sectors and Insurtech's impact on the global economy …

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94: Big Exit. Bigger Idea. $30M in Backing | Meet Rafael Loureiro, CEO of Wealth.com 1:02:45

6d ago1:02:45

1:02:45

After exiting a successful startup, Rafael Loureiro went looking for a better way to do estate planning…and came up empty. The experience? Clunky. Expensive. Outdated. So like any smart entrepreneur would do, he decided to build something better. Today, Rafael is the CEO of Wealth.com, a FinTech firm backed by Google Ventures and designed to modern…

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Andrew Jarrous: BYL Ventures 58:52

8d ago58:52

58:52

Joel Palathinkal chats with Andrew Jarrous about Kevin Hart's Hart House launch, Jarrous' background, and his time at Morgan Stanley. They discuss managing family wealth for high-profile clients and how celebrities like Hart influence generational wealth and social impact. The episode covers partnerships in mission-driven investments, XPB Circle's …

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Ben Forman – Unlocking Blockchain’s Potential (EP.441) 58:56

8d ago58:56

58:56

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets across long, arbitrage, venture, and GP seeding strategies. Ben last came on the show in 2022 as part of our Crypto for Institutions mini-series, and that conversation is replayed in the feed…

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[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) 1:13:40

8d ago1:13:40

1:13:40

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies. Ben launched ParaFi in 2018 after a decade in traditional finance roles across investment banking, credit investing, and private equit…

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David Tao: BarBend 54:40

9d ago54:40

54:40

Joel Palathinkal engages with David Tao in a discussion that traverses the intersection of friendship and business, highlighting its significance in successful fundraising. David shares his journey from a media background to founding BarBend Media, offering insights into the current media landscape and the intricacies of content business. They delv…

1
Jesse Liebenthal: Liebenthal Ventures LLC 1:01:13

10d ago1:01:13

1:01:13

Joel Palathinkal chats with Jesse Liebenthal about his move to a family office role and the growth of AngelList. They cover deal sourcing, founder selection, and networking in startups. Jesse offers insights on market trends, investment predictions, and the importance of early investor relationships. The discussion touches on AI integration, ethica…

1
Ankit Agarwal: Single Family Office 59:50

11d ago59:50

59:50

Joel Palathinkal chats with Ankit Agarwal about the evolving investing landscape and the importance of learning and synthesizing information. Ankit shares his journey from a charcuterie board business to founding Mycelo, discussing AI and EdTech's role in transforming education. They explore AI's impact on learning, authenticity in communication, L…

1
Ever heard of debt recycling and wondered how it works? 25:15

12d ago25:15

25:15

Ever heard of debt recycling and wondered how it works? In this episode of Talk Money To Me, Felicity and Candice break down the powerful financial strategy that savvy homeowners are using to grow their wealth and build investment portfolios – all while paying down their mortgage. Join us as we unpack: What is debt recycling and how it works Real-l…

1
Trends in Emerging Markets with Martín Escobari 1:03:59

12d ago1:03:59

1:03:59

Barry speaks with Martín Escobari, Co-President and Head of Global Growth Equity at General Atlantic. Prior to joining General Atlantic in 2012, Martín served as Managing Director at Advent International and Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer. He also spent time with The Boston Consulting Group. In addition to …

1
Billy Libby: Insights on Upper90 22:02

12d ago22:02

22:02

In this episode, Joel Palathinkal talks with Billy Libby about the formation and evolution of Upper90, delving into its unique approach to investment strategies and deal structures. Billy shares valuable advice for emerging managers, emphasizing the importance of identifying market gaps. The discussion explores Upper90's focus on specific companies…

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Infrastructure Investing in 2025: Opportunities, Risks and Strategy 15:31

12d ago15:31

15:31

Infrastructure is attracting renewed interest as shifts in technology, government policy and inflation expectations reshape the opportunity set. Michael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices, examine how investments tied to real assets like energy networks, transportation and data centers can fit into a broader…

1
Where Are We Heading? 26:09

13d ago26:09

26:09

In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the implications for portfolio strategy, while also reflecting on how AI and zero-click search are reshaping business and investor behavior. Topics covered…

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E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management 40:59

13d ago40:59

40:59

Summary In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of unders…

1
Team Favorite At the Money: How Much Money Is Too Much? 12:33

13d ago12:33

12:33

Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, Barry Ritholtz is joined by Brian Portnoy to explore these questions. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. He is also the author of the bestselling books, 'The Geo…

1
Shayna Harris: GP at Supply Change Capital 42:00

13d ago42:00

42:00

In this episode, Joel Palathinkal engages with Shayna Harris to explore her journey in investment and the food supply chain. Shayna shares insights from her experiences with farmers and Mars, discussing corporate partnerships, innovation, and data management challenges. Her transition to Farmers Fridge is highlighted, along with her criteria for ca…

1
93: Meet Ben Beneche – Former Co-Lead of International Equity at $200B Pictet, Now Boutique Investment Co-Founder at Tourbillon 1:00:31

13d ago1:00:31

1:00:31

Founders don’t start firms because it’s easy; they do it because they believe there’s a better way. That was true for today’s guest, Ben Beneche, who left the comfort of a $200B+ global firm to launch his own boutique: Tourbillon Investment Management. In this Episode, he sits down with Stacy to discuss: His backstory: How his nomadic childhood sha…

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