Episodes

#36 – Tom Keck: Private Markets Overview & Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 09.03.2024

#36 – Tom Keck: Private Markets Overview & Outlook

Tom is co-founder and head of research and portfolio management at StepStone, which focuses on private markets and manages over $150B (as of 6/30/24). Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.

#34 – Jeffrey Sherman: Fixed Income, Market Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 08.20.2024

#34 – Jeffrey Sherman: Fixed Income, Market Outlook

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.

#33 – Matt Hougan: Bitcoin History & Outlook
INVESTING INSIGHTS | MARKET INSIGHTS | 08.13.2024

#33 – Matt Hougan: Bitcoin History & Outlook

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.

#32 – George Milling-Stanley: Gold History & Outlook
INVESTING INSIGHTS | MARKET INSIGHTS | 08.06.2024

#32 – George Milling-Stanley: Gold History & Outlook

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.

#31 – Dan Ivascyn: Fixed Income, Market Outlook
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.

#29 – Karen Karniol-Tambour: Market Outlook, Portfolio Construction
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.

#28 – Michael Kim, Kelli Fontaine: Seed Investing, Small Funds
INVESTING INSIGHTS | MARKET INSIGHTS | 07.09.2024

#28 – Michael Kim, Kelli Fontaine: Seed Investing, Small Funds

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why they prefer smaller funds and how they select managers.

#27 – Jacob Ziemann: AI Explained
INVESTING INSIGHTS | MARKET INSIGHTS | 07.02.2024

#27 – Jacob Ziemann: AI Explained

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniquely insightful vantage point and a talent for simplifying complexity, Jacob summarizes artificial intelligence into easily understandable explanations.