Leland, founder and CEO of BondBloxx—a fixed income only ETF issuer managing $7 billion (as of 12/31/25)—joins the show to discuss the evolution and future of bond ETFs. We explore how the ETF ecosystem has changed, why a bond only platform was needed, and the innovations reshaping fixed income, from precision tools to private credit ETFs.
Josh helps lead Boston Partners’ international and global long/short strategies at a firm managing $125 billion (as of 9/30/25). We talk about his data driven filtering process, persistent market anomalies, how he navigates regime shifts, and where he’s finding the most compelling opportunities around the world today.
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.
Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50 year record of long term, concentrated value investing. In this episode, he breaks down how true multi year investing works in practice—from business people price discipline to the advantages of engagement, selectivity, and thinking far beyond the market’s short time horizon.
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.
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.
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.
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.
