Episodes

#81 – Blake Johnson: Entrepreneurship, Bootstrapping, Resilience
INVESTING INSIGHTS | 07.29.2025

#81 – Blake Johnson: Entrepreneurship, Bootstrapping, Resilience

Blake is a serial entrepreneur, investor, and philanthropist who has founded and sold businesses exceeding $1.1 billion in valuation. He shares his journey from small-town beginnings to building Byte into a billion-dollar company without outside funding, and discusses lessons in entrepreneurship, resilience, leadership, and giving back.

#80 – Andrew Metrick: Master Class in Financial Crises & Bank Runs
MARKET INSIGHTS | 07.22.2025

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

Andrew is the Janet Yellen Professor of Finance and Management at the Yale School of Management and Director of the Yale Program on Financial Stability, specializing in financial crises. He discusses the vulnerabilities of the banking system, lessons from recent crises like SVB and the GFC, the government’s role in crisis management, and the biggest risks facing today’s financial system.

#79 – Jon Gray: Leadership, Scaling Blackstone, Market Trends
INVESTING INSIGHTS | MARKET INSIGHTS | FEATURED GUESTS | 07.15.2025

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

Jon is President and COO of Blackstone — one of the world’s largest and most highly valued investment firms, managing over $1.1 trillion in assets (as of 3/31/25). He shares his career journey, insights on leading through rapid growth, and his outlook on the evolving landscape of investing and innovation. Listen for a candid take on leadership, culture, and the future of finance.

#78 – Leonard Kleinrock: Internet Creation, AI Future
INVESTING INSIGHTS | FEATURED GUESTS | 07.08.2025

#78 – Leonard Kleinrock: Internet Creation, AI Future

Dr. Leonard Kleinrock, a distinguished professor of computer science at UCLA, helped invent the Internet and supervised the sending of its first message in 1969. In this episode, he shares stories from those early days, reflects on the evolution of the Internet, and discusses what the rise of AI means for the future of technology and society.

#77 – Charlie Ruffel: Asset Management Industry Evolution, Alternatives
INDUSTRY INSIGHTS | 07.01.2025

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

Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses the evolution of the industry and the growing role of alternative investments.

#76 – Jeff Huber: Innovation, Google, GRAIL, Triatomic
INVESTING INSIGHTS | 06.24.2025

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

Jeff is the founder of Triatomic Capital and former Google SVP. He shares lessons from building Google Maps, Ads, and Gmail, founding GRAIL for early cancer detection, and leading transformative teams. Jeff discusses his vision for backing “century-defining” companies and offers insights on leadership, innovation, biotech, and building companies that change the world.

#75 – Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification
INVESTING INSIGHTS | MARKET INSIGHTS | 06.17.2025

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

Liz Ann is the long-time Chief Investment Strategist at Charles Schwab, with over 25 years at the firm and frequent appearances on CNBC, Bloomberg, CNN, and CBS News. She shares insights on the core principles of investing, the challenges of maintaining discipline, and the impact of economic and policy uncertainty. We discuss inflation trends, market cycles, portfolio construction, diversification, and how investors can navigate today’s rapidly changing environment.

#74 – Alan Waxman: Sixth Street, Leadership, Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 06.10.2025

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

As Co-Founding Partner and CEO of Sixth Street, Alan has guided the firm from its founding to a leading global investment firm — an achievement that followed his early success as one of Goldman Sachs’ youngest-ever partners. He offers an inside look at Sixth Street’s investor-first approach and shares his perspectives on today’s investment landscape.