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.
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.
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.
Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights into market dynamics, investor psychology, risk assessment, and investment frameworks drawn from his extensive experience at one of the world's most renowned hedge funds.
Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving landscape of activist investing.
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.
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.
Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportunities across the U.S. healthcare industry, with a focus on biotech as a driver of innovation. Tune in to explore the evolving landscape and discover key investment opportunities from this industry expert.
