Episodes

INVESTING INSIGHTS | MARKET INSIGHTS | 10.06.2026

#143 - Jeffrey Sherman: Preparing for a New Regime

Jeffrey Sherman is Deputy CIO at DoubleLine Capital, which manages approximately $97 billion in assets (as of June 30, 2026). We discuss the forces likely to define the next decade, including fiscal dominance, inflation, government debt, AI-driven infrastructure spending, credit opportunities, and how investors can build portfolios prepared for a very different market regime.

INVESTING INSIGHTS | MARKET INSIGHTS | 09.29.2026

#142 - Todd Ahlsten: AI, Moats, and Quality

Todd Ahlsten is CIO of Parnassus Investments, a pioneer in responsible investing founded in 1984 that manages approximately $41B in assets (as of 6/30/26). Todd shares lessons from more than three decades of investing, discussing how durable competitive advantages and increasing relevance can drive long-term compounding, how Parnassus approaches quality and concentration, and where he sees both the promise and pitfalls of today's AI investment cycle.

INVESTING INSIGHTS | MARKET INSIGHTS | 09.22.2026

#141 - Peter Mintzberg: The Case for Digital Assets

Peter is CEO of Grayscale Investments, one of the largest digital-asset-focused investment platforms in the country. Peter discusses the investment case for digital assets, institutional adoption, tokenization, regulation, the intersection of AI and blockchain, and what the future of investing may look like as digital asset markets mature.

INVESTING INSIGHTS | MARKET INSIGHTS | 08.25.2026

#137 - Ken Kencel: Private Credit Beyond the Headlines

Ken is Founder, President and CEO of Churchill Asset Management, one of the largest private credit managers in the U.S., overseeing more than $66 billion of committed capital. A veteran of leveraged finance with leadership roles at Churchill, Carlyle, RBC, and Chase, Ken shares how private credit has evolved, where middle-market opportunities remain, what investors misunderstand about risk and scale, and why relationships, trust, and disciplined underwriting continue to matter in an increasingly data-driven world.

FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 08.18.2026

#136 - Cathie Wood: Not Another 1999

Cathie Wood is Founder, CEO, and CIO of ARK Investment Management. We discuss why she believes the current innovation wave is not another 1999, the investment implications of AI and technological convergence, and the key consensus views she thinks investors are getting wrong.

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.

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.