Episodes

#62 – Jeffrey Gundlach: Big Picture Outlook
FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 03.18.2025

#62 – Jeffrey Gundlach: Big Picture Outlook

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations.

#61 – Jonathan Ruffer: Financial History, Market Cycles, Outlook
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 03.11.2025

#61 – Jonathan Ruffer: Financial History, Market Cycles, Outlook

Jonathan is the Co-founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.

#59 – Bob Prince: Portfolio Engineering, Psychology of Investing
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 02.25.2025

#59 – Bob Prince: Portfolio Engineering, Psychology of Investing

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and strategies for nearly four decades. Bob shares insights on how to engineer an efficient portfolio framework and delves into the psychology of investing and how to practically apply these principles in the real-world.

#55 – Lawrence Golub: Private Credit Evolution
FEATURED GUESTS | INVESTING INSIGHTS | 01.28.2025

#55 – Lawrence Golub: Private Credit Evolution

Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares deep insights into private credit markets and his pioneering approach to middle-market lending, offering a nuanced perspective on the industry's challenges and opportunities.

#54 – Cliff Asness: Quant Investing, Market Inefficiency
FEATURED GUESTS | INVESTING INSIGHTS | 01.21.2025

#54 – Cliff Asness: Quant Investing, Market Inefficiency

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about understanding modern investment challenges and explores a counterintuitive thesis that markets are becoming less efficient over time.

#31 – Dan Ivascyn: Fixed Income, Market Outlook
INVESTING INSIGHTS | MARKET INSIGHTS | FEATURED GUESTS | 07.29.2024

#31 – Dan Ivascyn: Fixed Income, Market Outlook

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.

#29 – Karen Karniol-Tambour: Market Outlook, Portfolio Construction
MARKET INSIGHTS | INVESTING INSIGHTS | FEATURED GUESTS | 07.16.2024

#29 – Karen Karniol-Tambour: Market Outlook, Portfolio Construction

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.

#24 – Martín Escobari: GA, Entrepreneurship, Growth Equity
FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 06.11.2024

#24 – Martín Escobari: GA, Entrepreneurship, Growth Equity

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B (as of 3/31/24) and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook for growth equity.