Episodes

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.

INVESTING INSIGHTS | MARKET INSIGHTS | 04.28.2026

#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond its REIT roots, competing with larger asset managers, navigating public and private markets, and Michael’s views on credit, commercial real estate, asset based finance, and housing as investors search for yield.

INVESTING INSIGHTS | MARKET INSIGHTS | INDUSTRY INSIGHTS | 04.14.2026

#118 - Jon Hirtle: The True OCIO Playbook

Jon is Executive Chairman and Co-Founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how structure, philosophy, execution, and culture inform long term portfolio construction, along with views on risk, manager selection, private markets, and industry change.

MARKET INSIGHTS | INVESTING INSIGHTS | 03.31.2026

#116 - Kevin Carter: EM Internet Opportunities & Risks

Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM internet opportunities and risks, including why investing in companies—not countries—matters, how to think about China and India through a risk aware lens, and where EM indexes and governance can break down.

INVESTING INSIGHTS | MARKET INSIGHTS | 03.17.2026

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

Michael is Co-Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partner of Apollo Global Management. We discuss how the private credit landscape has evolved as it has scaled and institutionalized, why parts of the market have become crowded, and how complex strategies like asset based lending may offer more compelling risk adjusted returns and true portfolio differentiation today.

INVESTING INSIGHTS | MARKET INSIGHTS | 03.03.2026

#112 - Carl Kaufman: Public Credit Risk Discipline

Carl is Co President and Co CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens, with an emphasis on downside risk management, cycle awareness, and where markets may be mispricing risk.