Episodes

#64 – Katie Koch: Effective Leadership
INVESTING INSIGHTS | MARKET INSIGHTS | 04.01.2025

#64 – Katie Koch: Effective Leadership

Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balancing career and family, and her perspectives on investing, including alternative investments.

#63 – Paul Podolsky: Art and Science in Investing
INVESTING INSIGHTS | MARKET INSIGHTS | 03.25.2025

#63 – Paul Podolsky: Art and Science in Investing

Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing his investment framework, the art and science of investing, and his views on inflation, market trends, and geopolitics.

#62 – Jeffrey Gundlach: Big Picture Outlook
FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 03.18.2025

#62 – Jeffrey Gundlach: Big Picture Outlook

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations.

#61 – Jonathan Ruffer: Financial History, Market Cycles, Outlook
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 03.11.2025

#61 – Jonathan Ruffer: Financial History, Market Cycles, Outlook

Jonathan is the Co-founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.

#59 – Bob Prince: Portfolio Engineering, Psychology of Investing
FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 02.25.2025

#59 – Bob Prince: Portfolio Engineering, Psychology of Investing

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and strategies for nearly four decades. Bob shares insights on how to engineer an efficient portfolio framework and delves into the psychology of investing and how to practically apply these principles in the real-world.

#57 – Jeff Gardner: Investment Philosophy, Outlook
INVESTING INSIGHTS | MARKET INSIGHTS | 02.11.2025

#57 – Jeff Gardner: Investment Philosophy, Outlook

Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights into market dynamics, investor psychology, risk assessment, and investment frameworks drawn from his extensive experience at one of the world's most renowned hedge funds.

#52 – David Chene: Non-Sponsor Backed Private Credit
MARKET INSIGHTS | INVESTING INSIGHTS | 01.07.2025

#52 – David Chene: Non-Sponsor Backed Private Credit

David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable insights into non-sponsor backed lending and provides an overview of the private credit landscape.

#51 – Alex Shahidi: Top 10 Insights of 2024 (Part 2)
MARKET INSIGHTS | INVESTING INSIGHTS | 12.17.2024

#51 – Alex Shahidi: Top 10 Insights of 2024 (Part 2)

As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.