Episodes

INVESTING INSIGHTS | MARKET INSIGHTS | 06.16.2026

#127 - Brian D'Arcy: Institutional Sports Investing

Brian D’Arcy is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class, from identifying asymmetric return profiles and underwriting media and streaming risk to investing beyond team ownership in the broader sports and live entertainment ecosystem.

INVESTING INSIGHTS | 06.09.2026

#126 - Greg Bond: Alpha at Scale, AI for Collaboration

Greg is CIO at Man Group, Head of the Americas, and lead PM for the firm’s flagship multi strategy fund, overseeing $228B in AUM (as of 3/31/26). He shares how Man Group pursues alpha at scale by fostering collaboration across systematic and discretionary teams, using AI as a connective tissue between human judgment and quantitative rigor, and designing a culture that preserves independent thinking.

INVESTING INSIGHTS | 06.02.2026

#125 - Paul Desmarais III: Right to Win, Built to Last

Paul is the co-founder, Chairman, and CEO of Sagard, a global alternative asset manager with $45B AUM (as of year-end 2025), and a builder behind platforms like Portage and Diagram spanning fintech investing and venture creation. He unpacks what it really means to earn a “right to win,” how disciplined process and mistake-avoidance hold up under pressure, and how to scale breadth, culture, values, networks, and entrepreneur-first decision-making without diluting judgment across market cycles.

FEATURED GUESTS | INVESTING INSIGHTS | 05.26.2026

#124 - Robert Smith: Enterprise Software, AI, Agentic Execution

Robert is Founder, Chairman, and CEO of Vista Equity Partners, which manages $107 billion in assets as of year end 2025, and a TIME 100 honoree—TIME magazine’s annual list recognizing the world’s most influential leaders across business, technology, and society. He shares how enterprise software is evolving into agentic execution, why AI strengthens rather than replaces software, how “bringing the model to the data” reshapes economics, and why companies must continuously evolve their systems, culture, and decision making to stay relevant through periods of rapid change.

INVESTING INSIGHTS | 05.19.2026

#123 - Chris Davis: Stewardship, Patience, Value Investing

Chris is Chairman and Portfolio Manager at Davis Advisors, an independent, employee owned investment firm managing $30B as of March 2026, and serves on the board of Berkshire Hathaway. We discuss stewardship and patience as core advantages in value investing, how market cycles test conviction, and the enduring lessons as well as the limits of the Buffett and Munger framework.

INDUSTRY INSIGHTS | 05.12.2026

#122 - Doug Merritt: Cybersecurity Risk in the AI Era

Doug is Chairman, CEO, and President of Aviatrix, which helps companies safely connect and manage their cloud systems, and former CEO of Splunk, which helps organizations understand what is happening across their technology and security environments. We discuss how AI is changing cybersecurity risk, why cyber is a leadership and business issue, and Doug’s leadership philosophy for navigating complexity and change.

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.