Episodes

MARKET INSIGHTS | INVESTING INSIGHTS | 08.19.2025

#84 – Carl Ross: EM Debt, Global Shifts, Opportunities

Dr. Carl Ross, partner and lead researcher for Emerging Country Debt at GMO, brings decades of expertise in sovereign credit across emerging markets. He shares his perspectives on the evolution, risks, opportunities, and outlook for EM debt, diving into credit cycles, valuations, and why he sees EM local debt as a once-in-a-generation opportunity for investors.

INVESTING INSIGHTS | 08.12.2025

#83 – Yie-Hsin Hung: Leadership, Innovation, Adaptability

Yie-Hsin, President and CEO of State Street Investment Management, shares her journey from engineering to leading one of the world’s largest asset managers with $4.6T AUM (as of 3/31/25). She discusses her approach to leadership, State Street’s evolution from pioneering ETFs to private markets through strategic partnerships, and the importance of adaptability in a large company.

INVESTING INSIGHTS | 08.05.2025

#82 – Tony Davidow: Alternatives, Education, Bridging Investor Gaps

Tony Davidow is a senior alternatives investment strategist at Franklin Templeton, which manages $1.6T in assets (as of 6/30/25). Tony shares his journey across family offices and institutions, explores the evolving landscape of alternative assets, and discusses how education can help bridge the gap between everyday and sophisticated investors. Listeners will learn practical frameworks for portfolio design and actionable insights on the future of alternatives.

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.

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.

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.

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.

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.