Episodes

FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 08.04.2026

#134 - Steve Ketchum: No Called Strikes in Private Credit

Steve is the Founder, CEO, and CIO of Sound Point Capital Management, a credit-focused asset manager with $44B in AUM. He discusses navigating private credit cycles, managing risk in stressed markets, and applying a “no called strikes” mindset—waiting patiently for the fat pitch where risk-reward is decisively in your favor.

MARKET INSIGHTS | INVESTING INSIGHTS | 07.28.2026

#133 - Jan van Eck: Macro Forces Shape Markets

Jan van Eck is CEO of VanEck, a global investment firm managing over $230 billion. Drawing on decades of studying markets and history, he shares how major macro forces shape investment outcomes, how to position portfolios for structural change, and why big-picture trends may matter more than traditional frameworks.

FEATURED GUESTS | INVESTING INSIGHTS | 07.21.2026

#132 - Steven Klinsky: Private Markets as Operational Edge

Steve is the Founder and CEO of New Mountain Capital, an alternative asset manager with ~$60B in AUM as of year-end 2025, and a longtime leader in building firms focused on disciplined, growth-oriented investing. He shares how private markets have evolved into a game of operational execution and judgment, unpacking defensive growth, lower leverage, and why durable alpha increasingly comes from building better businesses rather than financial engineering.

INVESTING INSIGHTS | 07.14.2026

#131 - Jason Schwarz: Scaling Institutional Private Markets

Jason is CEO of Wilshire, overseeing roughly $1.76 trillion in assets under advisement and $176 billion in AUM, and has spent more than two decades helping shape the firm’s evolution beyond its index roots. He shares how private markets are moving from institutional portfolios into broader investor access—and why scaling them requires better design, discipline, and implementation, not just access.

INVESTING INSIGHTS | 07.07.2026

#130 - Bihua Chen: Inside Biotech Investing

Bihua, CEO and PM of Cormorant Asset Management ($2.5B AUM), explains how she evaluates science, risk, and opportunity across both public and private biotech markets. She shares how investors can separate signal from hype, underwrite uncertainty in drug development, and identify the breakthroughs most likely to shape the future of medicine.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.30.2026

#129 - Cathy Marcus: Real Estate Reset

Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taught her about risk, leadership, and investing discipline. She breaks down the current real estate reset, how higher rates are reshaping underwriting and opportunity, and where she sees mispricing across sectors from housing to data centers.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.23.2026

#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses

Sarah is co founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she invests in companies facing temporary setbacks, why underwriting earnings power two years out may matter more than near term results, and how thinking past the trough helps identify durable businesses before the recovery becomes obvious.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.16.2026

#127 - Brian D'Arcy: Institutional Sports Investing

Brian D’Arcy is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class, from identifying asymmetric return profiles and underwriting media and streaming risk to investing beyond team ownership in the broader sports and live entertainment ecosystem.