Episodes

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.

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.

MARKET INSIGHTS | INVESTING INSIGHTS | 06.03.2025

#73 – Greg Sharenow: Inflation History, Outlook, and Hedging

Greg is Managing Director and Portfolio Manager at PIMCO, one of the world’s largest asset managers. He leads the firm’s commodity and real asset strategies. Greg discusses the forces driving inflation, how investors can navigate today’s evolving macro environment, and why diversification is essential when hedging inflation risk.

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.