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.

INVESTING INSIGHTS | MARKET INSIGHTS | 01.13.2026

#105 -Josh Baumgarten: Credit Investing Across Firm Sizes

Josh is President & CIO of Beach Point Capital Management, overseeing more than $20B across the credit spectrum (as of 9/30/25). With decades of experience at BlackRock, Blackstone, and Angelo Gordon, he offers a builder’s perspective on platforms, portfolio construction, and leadership through cycles. In this episode, Josh explores the pros and cons of scale, the macro backdrop, the signals he watches to anticipate market shifts, and the biggest risks in today’s credit markets.

INVESTING INSIGHTS | MARKET INSIGHTS | 12.30.2025

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.

INVESTING INSIGHTS | MARKET INSIGHTS | 12.23.2025

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)

As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5.

INVESTING INSIGHTS | 12.16.2025

#101 - Pablos Holman: Hacking, Deep Tech & AI

Pablos is a legendary hacker, inventor, and deep tech investor who helped launch Blue Origin and co founded Intellectual Ventures Lab with Microsoft’s first CTO. He explains what responsible hacking means and explores how deep tech and AI can deliver transformative breakthroughs for the future.

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 | 12.02.2025

#99 - Joe Davis: Megatrends and the Tug-of-War Economy

Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt—and explains why the next decade will be a tug-of-war of megatrends and why consensus forecasts may miss the mark.

INDUSTRY INSIGHTS | INVESTING INSIGHTS | 11.25.2025

#98 – Mark Sear: Industry Evolution

Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s drawn from both golf and decades in wealth management. He shares practical wisdom on industry evolution, and how adaptability, discipline, and trusted advice drive long-term success.