Episodes

#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.

#22 – Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
MARKET INSIGHTS | INVESTING INSIGHTS | FEATURED GUESTS | 05.28.2024

#22 – Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels

Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook.

#16 – Gerard O'Reilly: DFA, Financial Science, Indexing
INVESTING INSIGHTS | FEATURED GUESTS | 04.16.2024

#16 – Gerard O'Reilly: DFA, Financial Science, Indexing

Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares his perspectives about flexible index investing, market cycles, diversification, and AI.

#14 – Glenn August: Oak Hill Advisors, Private Credit
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 04.02.2024

#14 – Glenn August: Oak Hill Advisors, Private Credit

Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about his formative years in the investment industry, explains how to scale an organization and shares insights about private credit.

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 03.19.2024

#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fascinating insights about a broad range of topics including investment bubbles, AI, crypto, reversion to the mean, climate change, population growth and natural resources.

#8 – Rajiv Jain: Stocks, GQG, Adaptability
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 02.20.2024

#8 – Rajiv Jain: Stocks, GQG, Adaptability

Rajiv Jain is the Founder, CIO, Chairman and Portfolio Manager of GQG, a $120B global equity firm that he launched in 2016. Rajiv shares insights about running a successful business, his investment framework, the importance of adapting and his market outlook.

#5 - Brian Higgins: Risk, King Street, Outlook
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 01.30.2024

#5 - Brian Higgins: Risk, King Street, Outlook

Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offers insights into his risk management approach, describes how he built one of the industry's premier hedge funds, and shares his market outlook.