Episodes

INVESTING INSIGHTS | 05.05.2026

#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold

Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year end 2025, known for its long history and disciplined approach to capital preservation. We discuss what resilient wealth creation really requires, why patience is a durable competitive advantage, how he thinks about risk beyond benchmarks, and the role gold plays in protecting long term capital.

INVESTING INSIGHTS | MARKET INSIGHTS | 04.28.2026

#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond its REIT roots, competing with larger asset managers, navigating public and private markets, and Michael’s views on credit, commercial real estate, asset based finance, and housing as investors search for yield.

INVESTING INSIGHTS | 04.21.2026

#119 - David Eichhorn: Client Focused Solutions at Scale

David is CEO and Head of Investment Strategies at NISA Investment Advisors, an institutional asset manager overseeing approximately $470 billion in assets as of year end 2025. In this episode, we discuss how NISA builds custom investment solutions around client needs and liabilities, why managing assets relative to liabilities changes portfolio construction, and how risk control and client dialogue can drive innovation at scale.

INVESTING INSIGHTS | MARKET INSIGHTS | INDUSTRY INSIGHTS | 04.14.2026

#118 - Jon Hirtle: The True OCIO Playbook

Jon is Executive Chairman and Co-Founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how structure, philosophy, execution, and culture inform long term portfolio construction, along with views on risk, manager selection, private markets, and industry change.

INVESTING INSIGHTS | 04.07.2026

#117 - Rod Wong: Biotech Innovation, Real Outcomes

Rod is Founder and CIO of RTW Investments, a life sciences investment and innovation firm focused on building and backing companies that aim to transform patients’ lives. We discuss his path from medicine to investing, how investors, entrepreneurs, and scientists collaborate to create durable biotech companies, how he thinks about long term innovation across public and private markets, and where real value is emerging beyond the hype.

MARKET INSIGHTS | INVESTING INSIGHTS | 03.31.2026

#116 - Kevin Carter: EM Internet Opportunities & Risks

Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM internet opportunities and risks, including why investing in companies—not countries—matters, how to think about China and India through a risk aware lens, and where EM indexes and governance can break down.

INDUSTRY INSIGHTS | 03.24.2026

#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0

We take a brief detour from our usual investment focused conversations to welcome Dr. Jared Szymanski, a leading physician in preventative and precision medicine. Dr. Szymanski explains how Medicine 3.0 reframes risk, extends healthspan, and helps people stay ahead of the “big four” diseases long before symptoms appear—offering insights that echo the long term, forward looking mindset central to disciplined investing.

INVESTING INSIGHTS | MARKET INSIGHTS | 03.17.2026

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Michael is Co-Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partner of Apollo Global Management. We discuss how the private credit landscape has evolved as it has scaled and institutionalized, why parts of the market have become crowded, and how complex strategies like asset based lending may offer more compelling risk adjusted returns and true portfolio differentiation today.