Episodes

FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 01.27.2026

#107 – Jenny Johnson: Innovating at a Trillion-Dollar Scale

As CEO of Franklin Templeton ($1.68 trillion as of 12/31/25), Jenny offers a rare inside look at steering a legacy firm through rapid change and technological transformation. We discuss how she balances heritage with innovation, her acquisition strategy, the future of public and private markets, and her insights on AI, blockchain, investor behavior, and mispriced opportunities.

FEATURED GUESTS | INDUSTRY INSIGHTS | 01.20.2026

#106 - Ross Glotzbach: Long-Term Concentrated Engaged Value

Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50 year record of long term, concentrated value investing. In this episode, he breaks down how true multi year investing works in practice—from business people price discipline to the advantages of engagement, selectivity, and thinking far beyond the market’s short time horizon.

FEATURED GUESTS | INDUSTRY INSIGHTS | 01.06.2026

#104 - Jim Gianopulos: The Evolution of Hollywood and Tech

Jim, former Chairman & CEO of 20th Century Fox and Paramount Pictures, helped bring Titanic, Avatar, and Top Gun: Maverick to global success. In this episode, we explore his journey from lawyer to studio chief, his role in connecting Hollywood and Silicon Valley, the evolution of the film industry, and how innovation—including AI—could shape the future of movies.

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.

INVESTING INSIGHTS | MARKET INSIGHTS | FEATURED GUESTS | 07.15.2025

#79 – Jon Gray: Leadership, Scaling Blackstone, Market Trends

Jon is President and COO of Blackstone — one of the world’s largest and most highly valued investment firms, managing over $1.1 trillion in assets (as of 3/31/25). He shares his career journey, insights on leading through rapid growth, and his outlook on the evolving landscape of investing and innovation. Listen for a candid take on leadership, culture, and the future of finance.

INVESTING INSIGHTS | FEATURED GUESTS | 07.08.2025

#78 – Leonard Kleinrock: Internet Creation, AI Future

Dr. Leonard Kleinrock, a distinguished professor of computer science at UCLA, helped invent the Internet and supervised the sending of its first message in 1969. In this episode, he shares stories from those early days, reflects on the evolution of the Internet, and discusses what the rise of AI means for the future of technology and society.

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.

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.