Episodes

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)
INVESTING INSIGHTS | MARKET INSIGHTS | 12.30.2025

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)
INVESTING INSIGHTS | MARKET INSIGHTS | 12.23.2025

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5.

#101 - Pablos Holman: Hacking, Deep Tech & AI
INVESTING INSIGHTS | 12.16.2025

#101 - Pablos Holman: Hacking, Deep Tech & AI

Pablos is a legendary hacker, inventor, and deep tech investor who helped launch Blue Origin and co founded Intellectual Ventures Lab with Microsoft’s first CTO. He explains what responsible hacking means and explores how deep tech and AI can deliver transformative breakthroughs for the future.

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 12.09.2025

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks forming beneath the surface.

#99 - Joe Davis: Megatrends and the Tug-of-War Economy
INVESTING INSIGHTS | MARKET INSIGHTS | 12.02.2025

#99 - Joe Davis: Megatrends and the Tug-of-War Economy

Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt—and explains why the next decade will be a tug-of-war of megatrends and why consensus forecasts may miss the mark.

#98 – Mark Sear: Industry Evolution
INDUSTRY INSIGHTS | INVESTING INSIGHTS | 11.25.2025

#98 – Mark Sear: Industry Evolution

Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s drawn from both golf and decades in wealth management. He shares practical wisdom on industry evolution, and how adaptability, discipline, and trusted advice drive long-term success.

#97 - Paul Pagnato: Inside the Longevity Revolution
INDUSTRY INSIGHTS | 11.18.2025

#97 - Paul Pagnato: Inside the Longevity Revolution

Paul is a former scientist and longtime financial advisor turned longevity expert and founder of Humanaut Health and Transparency Global. In this episode, we explore the science of living longer, the misunderstood difference between healthspan and lifespan, and how transparency can be a powerful driver of trust and business growth.

#96 - Aakash Doshi: The Strategic Case for Gold
INVESTING INSIGHTS | 11.12.2025

#96 - Aakash Doshi: The Strategic Case for Gold

Aakash is the Global Head of Gold Strategy at State Street Investment Management, one of the world’s largest asset managers. He shares insights on gold’s historic resilience, its role as a portfolio diversifier, market dynamics, and how investors should approach strategic allocation in light of current global trends.