Episodes

INVESTING INSIGHTS | MARKET INSIGHTS | 08.25.2026

#137 - Ken Kencel: Private Credit Beyond the Headlines

Ken is Founder, President and CEO of Churchill Asset Management, one of the largest private credit managers in the U.S., overseeing more than $66 billion of committed capital. A veteran of leveraged finance with leadership roles at Churchill, Carlyle, RBC, and Chase, Ken shares how private credit has evolved, where middle-market opportunities remain, what investors misunderstand about risk and scale, and why relationships, trust, and disciplined underwriting continue to matter in an increasingly data-driven world.

FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 08.18.2026

#136 - Cathie Wood: Not Another 1999

Cathie Wood is Founder, CEO, and CIO of ARK Investment Management. We discuss why she believes the current innovation wave is not another 1999, the investment implications of AI and technological convergence, and the key consensus views she thinks investors are getting wrong.

INDUSTRY INSIGHTS | INVESTING INSIGHTS | 08.11.2026

#135 - Luke Sarsfield: Finding Alpha in Private Markets

Luke, CEO and Chairman of Ridgepost Capital, oversees $43B in AUM (as of 3/31/26) and previously spent over two decades at Goldman Sachs, including as Global Co-Head of Asset Management. He shares how private markets have evolved, where durable alpha still exists—particularly in the middle market—and what truly separates top investors from the rest.

FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 08.04.2026

#134 - Steve Ketchum: No Called Strikes in Private Credit

Steve is the Founder, CEO, and CIO of Sound Point Capital Management, a credit-focused asset manager with $44B in AUM. He discusses navigating private credit cycles, managing risk in stressed markets, and applying a “no called strikes” mindset—waiting patiently for the fat pitch where risk-reward is decisively in your favor.

MARKET INSIGHTS | INVESTING INSIGHTS | 07.28.2026

#133 - Jan van Eck: Macro Forces Shape Markets

Jan van Eck is CEO of VanEck, a global investment firm managing over $230 billion. Drawing on decades of studying markets and history, he shares how major macro forces shape investment outcomes, how to position portfolios for structural change, and why big-picture trends may matter more than traditional frameworks.

FEATURED GUESTS | INVESTING INSIGHTS | 07.21.2026

#132 - Steven Klinsky: Private Markets as Operational Edge

Steve is the Founder and CEO of New Mountain Capital, an alternative asset manager with ~$60B in AUM as of year-end 2025, and a longtime leader in building firms focused on disciplined, growth-oriented investing. He shares how private markets have evolved into a game of operational execution and judgment, unpacking defensive growth, lower leverage, and why durable alpha increasingly comes from building better businesses rather than financial engineering.

INVESTING INSIGHTS | 07.14.2026

#131 - Jason Schwarz: Scaling Institutional Private Markets

Jason is CEO of Wilshire, overseeing roughly $1.76 trillion in assets under advisement and $176 billion in AUM, and has spent more than two decades helping shape the firm’s evolution beyond its index roots. He shares how private markets are moving from institutional portfolios into broader investor access—and why scaling them requires better design, discipline, and implementation, not just access.

INVESTING INSIGHTS | 07.07.2026

#130 - Bihua Chen: Inside Biotech Investing

Bihua, CEO and PM of Cormorant Asset Management ($2.5B AUM), explains how she evaluates science, risk, and opportunity across both public and private biotech markets. She shares how investors can separate signal from hype, underwrite uncertainty in drug development, and identify the breakthroughs most likely to shape the future of medicine.