Episodes

#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.

#13 - Jim Haskel: Bridgewater, Diversification, Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 03.26.2024

#13 - Jim Haskel: Bridgewater, Diversification, Outlook

Jim is a Senior Portfolio Strategist and Head of Client Service at Bridgewater Associates, the world’s largest hedge fund. He is also Editor of the Bridgewater Daily Observations, which launched about 40 years ago. Jim discusses his experience at Bridgewater and shares insights about diversification and his market outlook.

#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.

#11 - Fran Kinniry: Vanguard, Common Investor Oversights
INDUSTRY INSIGHTS | INVESTING INSIGHTS | 03.12.2024

#11 - Fran Kinniry: Vanguard, Common Investor Oversights

Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha.

#10 - Rich Bernstein: Market Outlook, Investment Opportunities
INVESTING INSIGHTS | MARKET INSIGHTS | 03.05.2024

#10 - Rich Bernstein: Market Outlook, Investment Opportunities

Rich Bernstein is the Founder, CEO and CIO of Richard Bernstein Advisors (RBA), a $15B manager that combines macroeconomic and quantitative analysis to construct portfolios. Prior to launching RBA in 2009, Rich spent 21 years at Merrill Lynch and served as the Chief Investment Strategist. Rich shares insights about his market outlook and investment opportunities.

#9 - Wes Whitman: Real Estate Investing, Outlook
INVESTING INSIGHTS | MARKET INSIGHTS | 02.27.2024

#9 - Wes Whitman: Real Estate Investing, Outlook

Wes Whitman is the Co-Founder of Whitman Peterson, a $2B opportunistic private real estate manager. Wes shares insights about the real estate landscape, inefficiencies in real estate investing and his market outlook.

#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.

#7 - Vineer Bhansali: Tail Risk, Investment Lessons
INVESTING INSIGHTS | 02.13.2024

#7 - Vineer Bhansali: Tail Risk, Investment Lessons

Vineer Bhansali is the Founder and CIO of LongTail Alpha, which he launched after serving as a portfolio manager at PIMCO for 15 years. Vineer focuses on managing risk and protecting portfolios against material losses.