Episodes

INVESTING INSIGHTS | INDUSTRY INSIGHTS | MARKET INSIGHTS | 05.27.2025

#72 – Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification

Damien is my long-time business partner and the other Co-CIO of Evoke Advisors. He brings a unique perspective shaped by his journey from advising some of the world’s largest institutional investors at Bridgewater to working with wealthy families and smaller institutions. Through this transition, Damien has gained firsthand experience with a wide range of investment approaches and priorities.

INVESTING INSIGHTS | 05.20.2025

#71 – David Rutherford: Navy SEAL Mindset, Embracing Fear

David is a former Navy SEAL, SEAL instructor, and CIA contractor who has become a motivational speaker, performance coach, and founder of the Froglogic Institute. In this episode, David shares powerful lessons on embracing fear, building resilience, and developing a SEAL mindset – offering actionable insights for investors, business leaders, and anyone striving for peak performance.

INVESTING INSIGHTS | MARKET INSIGHTS | 05.13.2025

#70 – David Powers: Wasatch Culture, Market Cycles, Long-Term

Dave is Senior Portfolio Manager at Wasatch Global Investors, a $25B equity manager based in Salt Lake City (as of 3/31/25). He discusses Wasatch’s collaborative culture, lessons learned from navigating market cycles, and the discipline behind a long-term investment approach.

INVESTING INSIGHTS | 05.06.2025

#69 – Bob Louzan: Asset-Based Lending, Downside Protection

Bob is Co-Founder and Managing Partner at WhiteHawk Capital Partners. He explains how their creative asset-based lending approach is designed to deliver downside protection while navigating the unique risks and opportunities of lending to middle market companies.

INVESTING INSIGHTS | 04.29.2025

#68 – Andrew Sheiner: Private Equity, Selectivity, Discipline

Andrew is Founder and CEO of Altas Partners, which is a Toronto-based private equity firm that manages over $10B (as of 3/31/25). Andrew shares insights about why a concentrated, quality-focused approach can deliver superior results in private equity, how disciplined risk management and patient capital drive value, and the significance of partnering closely with management teams.

INVESTING INSIGHTS | 04.22.2025

#67 – Soo Chuen Tan: Long-Term Equity Investing

Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term value investing in global equities. He shares insights into his unique investment approach, which emphasizes patience, structural moats, and significant margins of safety.

INVESTING INSIGHTS | 04.15.2025

#66 – Jason Illian: Leadership, Legacy, Principles

Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to growth equity investing, and the importance of building meaningful relationships.

MARKET INSIGHTS | INVESTING INSIGHTS | 04.08.2025

#65 – Julian Brigden: Macro and Market Outlook

Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from the last decade.