Episodes

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.

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.

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.

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.

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.

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.

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.

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.