Allocators Podcasts

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

383

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

1
Resonanz Spotlight

Vincent Weber

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11d ago1w ago

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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

1
Rebellious Allocations

Bastion Fiduciary

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24d ago3w ago

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Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and ...

51
Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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17d ago2w ago

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

1
Perspectives

MSCI Inc

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14d ago2w ago

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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

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The Wealth Enterprise Briefing

WE Family Offices

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15d ago2w ago

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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.

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Dakota Live! Podcast

Robert Morier

157

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17d ago2w ago

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The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.

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The Power Allocation

Spring Street Management Group

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9h ago9h ago

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The AI boom isn't constrained by chips, algorithms, or talent. It's constrained by electricity. The Power Allocation is a daily briefing on AI infrastructure — where capital is actually being deployed. Each episode cuts through the hype to examine the physical realities shaping the AI buildout: power constraints, grid interconnection, land acquisition, data center financing, cooling infrastructure, and utility relationships. This isn't a software podcast. This is an infrastructure podcast. W ...

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The Knowledge Project

Shane Parrish

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1d ago1d ago

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Master the best of what other people have already figured out. Deep conversations with the best that go beyond the usual advice to uncover the timeless principles that drive success. If you enjoy the show, please hit the follow button.

1
Jill on Money with Jill Schlesinger

Audacy

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6h ago6h ago

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Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...

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The Honest Money Show

Anja Dragovic

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5d ago5d ago

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The Honest Money Show is your guide to understanding what money really is — and why today’s system isn’t working. Hosted by Anja Dragovic, this show cuts through the noise to explore how money shapes our lives, where it’s gone wrong, and what a better future could look like. Along the way, you'll discover how Bitcoin fits into the bigger picture — not as hype, but as a serious response to a broken system. Whether you're curious, skeptical, or already down the

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The Capital Stack

Thomas Carter

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4h ago4h ago

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The Capital Stack is a daily briefing for family offices, next-generation principals, and trusted advisors who allocate long-term private capital. This is not a news show. There are no interviews, no sponsor reads, and no explanations of basic terms. Each episode extracts a single pattern, behavior, or structural truth about how sophisticated family capital actually operates — why it optimizes for control over returns, why governance matters more than performance, and why quiet capital behav ...

1
Alt Investing Made Easy

AltInvestingMadeEasy LLC

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16d ago2w ago

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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...

51
Alpha Exchange

Dean Curnutt

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2d ago2d ago

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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...

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Gold Dragon Daily

Gold Dragon Investments

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Monetary Matters with Jack Farley

Jack Farley

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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.

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The Institutional Edge: Real allocators. Real alpha.

Angelo Calvello

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3d ago3d ago

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Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and hel ...

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CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

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6+ y ago6+ y ago

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Emanuel Datt from Datt Capital interviews Investors, CEOs, Advisors and other investment market participants. Discover new investment opportunities, themes and strategies from the inside players.

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The Allocation Agenda

Dasseti

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3M ago11w ago

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The Allocation Agenda podcast bridges the gap between innovation and insight, bringing together the brightest minds among visionary allocators and investment managers. Our mission is to build a living repository of cutting-edge knowledge powered by the collective expertise of your peer community. We serve as a platform for connection, collaboration, and growth. Join us as we delve into institutional investors' challenges in achieving risk-appropriate returns and how managers adapt to an incr ...

1
The Alt Asset Allocation Podcast

Ben Lakoff

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3y ago3y ago

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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.

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Get Stacked Investment Podcast

Ani Yildirim

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14d ago2w ago

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Join Corey Hoffstein and Rodrigo Gordillo as they explore the world of return stacking with insights from leading experts and real-world applications. Break away from traditional portfolio construction and rethink successful investing.

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Ventures from the Valley

Victor Orlovski

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22d ago3w ago

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Ventures from the Valley is a podcast that focuses on all things business and investment, discussing the hottest topics with industry experts and thought leaders. This is the show you want to listen to if you want to grow your investment portfolio. Get ready to dive head-first into Silicon Valley with host Victor — and learn the true ins and outs of late-stage venture capital, from evaluating deals to understanding market cycles, portfolio strategy, and the mindset behind world-class founder ...

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All the Hacks: Money, Points & Life

Chris Hutchins

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18h ago18h ago

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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...

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Celtic AM

Hamish Carton

359

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17h ago17h ago

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News, reaction and insight on the biggest and best football team in Scotland — first thing in the morning. Hosted by Hamish Carton and featuring a wide range of popular Celtic guests.

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The IRF Podcast

irfpodcast

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21d ago3w ago

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Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

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Operator Mode

Avory Team

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12M ago51w ago

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Conviction starts with understanding. Operator Mode is a long-form podcast, 30-60 min, hosted by Sean Emory, founder of Avory & Co., focused on deep conversations with the CEOs, executives and founders shaping the future.

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SD Bullion

SD Bullion

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6d ago6d ago

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SD Bullion News hosts the best source for online gold, silver and platinum news. Weekly, real coverage on metals markets and reactions to world news impacts.

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Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity International

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5M ago21w ago

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Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...

1
Insight for outcomes

Investment Magazine

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2+ y ago2+ y ago

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This podcast series brings you timely insights from investment experts responsible for finding new opportunities and managing risk. We discuss vital issues relevant to investment professionals working across asset classes.

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Forward Looking Business

Kevin Griffith, Nick Lipetzky

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5+ y ago5+ y ago

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Listen to business adventures and learn capital strategies that explain how money has been invested, measured, tracked, and sourced creating companies that have achieved their CEO's vision. Ambitious CEOs and business owners share a common drive to maximize the potential of their organization. If your goal is to increase per-share value this podcast is for you.

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Mint Equitymaster Investor Hour

Mint - HT Smartcast

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2+ y ago2+ y ago

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Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.

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Market Narratives

Investment Magazine

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2y ago2y ago

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Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...

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Rare Earth Advantage

REA

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3M ago12w ago

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"Rare Earth Advantage: Daily Edge for Institutional Capital" The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capa ...

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The Trevor Rose Podcast

Mr. Rose

259

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4h ago4h ago

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Sharing insights on energy, finance & business related items

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The Practical Still

Mark Still & Dan Cavallari

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3y ago3y ago

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Whiskey hunting and collecting has gotten crazy but there are still wonderful bottles of bourbon, rye, and single malt whiskeys waiting for you on store shelves if you just know a little bit about what to shop for. The Practical Still is about finding value in whisky to drink and share. Whiskey was never meant to sit on a shelf. Open the Bottle and enjoy it. We don't do detailed reviews, we just help you understand and enjoy the whiskey you can drink today.

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Everyday Systems Podcast

Reinhard Engels

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Simple, commonsense self-improvement systems

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The Weekly Reload Podcast

Stephen Gutowski

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4d ago4d ago

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A podcast from The Reload that offers sober, serious firearms reporting and analysis. It focuses on gun policy, politics, and culture. Tune in to hear from Reload Founder Stephen Gutowski and special guests from across the gun world each week.

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Market Moment Podcast

Mach 1 Financial Group

299

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17d ago2w ago

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The Market Moment is an educational finance podcast for the everyday investor.

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This Week in Impact

Impact Alpha

264

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15d ago2w ago

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Your weekly roundup of the news and features from this week in ImpactAlpha

1
ETF Edge

CNBC

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18d ago2w ago

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ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC hosts top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in the context of today's markets.

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Retire Right

Glen James

113

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2d ago2d ago

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Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.

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Intelligent Wealth Podcast

Tony Byrne, Awet Ghirmay, and Carl Roberts

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7d ago1w ago

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Intelligent Wealth Podcast is about investing in great businesses with Tony Byrne, Awet Ghirmay, and Carl Roberts.

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Mint Delhi Decoded

Mint - HT Smartcast

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5y ago5y ago

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Delhi is a special state and has a multi-tiered level of governance which makes the intersection between urban governance and national politics extremely nuanced. This intersection, more often than not, sets precedence, for how other states react. Through this weekly podcast, Pretika Khanna, discusses her city, Delhi and decodes some of the issues that affect Delhi-dwellers and the rest of the India, alike. This is a Mint production brought to you by HT Smartcast.

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BMO ETFs: Views from the Desk

BMO Exchange Traded Funds

335

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1d ago1d ago

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In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

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Financial Sense Newshour

Financial Sense

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3d ago3d ago

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Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.

1
The Meb Faber Show - Better Investing

The Idea Farm

889

679

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10m ago10m ago

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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...

1
Keeping The Dream Alive

Torch Technologies

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17d ago2w ago

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Welcome to The Keeping the Dream Alive Podcast brought to you by Torch Technologies. In this podcast, you will learn all about all things Torch from its history to its culture, employee ownership, commitment to the warfighter, our community involvement, and so much more.

show series

1
The Real Reason Data Centers Are Moving Locations 3:21

9h ago3:21

3:21

Data centers are relocating. Not for tax incentives. Not for talent. For power. Virginia's data center corridor consumed 26% of state electricity in 2023. Dominion Energy is struggling to keep pace. Grid stress events and connection delays stretching to years are pushing capital to Texas, Ohio, Indiana, Southeast Asia, and the Nordics. Capital is f…

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E295 – The Case for Asset Allocation ETFs 22:14

6h ago22:14

22:14

Asset allocation ETFs offer simplicity, diversification, and low fees—making them an increasingly popular choice for Canadian investors. But with more than 90 options on the market, finding the best fit can be challenging. In today’s episode, Alain Desbiens joins host Danielle Neziol to explore the unique benefits of these all-in-one solutions and …

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Beyond Fee Savings: How IPERS Uses Co-Investments to Build Investment Talent 39:02

3h ago39:02

39:02

Why does IPERS say NO to 95% of co-investment deals? Their CIO reveals the disciplined approach that attracts top practitioners to public service. In Episode 13 of “The Institutional EDge,” host Angelo Calvello explores an innovative co-investment approach with IPERS' CIO Sriram Lakshminarayanan and Senior Investment Officer Craig Payne. Managing $…

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Top 5 of 2025: #1: Howard Marks 48:07

1h ago48:07

48:07

We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote 'Gimme Credit' earlier this year. We dive into his thoughts on the implications of the growth of priv…

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Tuesday 23 December | Wilfried Nancy explains his methods, Celtic set for big cup allocation & a subtle Sky Sports change 12:05

11d ago12:05

12:05

Today’s show was created in affiliation with NordVPN. For the best discount visit: https://nordvpn.com/celticamHamish has the latest news from Celtic as we approach Christmas Day.Follow Hamish: https://x.com/hamishcartonListen on Apple Podcasts: https://podcasts.apple.com/au/podcast/celtic-am/id1770954466Listen on Spotify: https://open.spotify.com/…

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Allocators Want What They Want | Andrew Beer on Pod Shops, “Volatility Laundering,” and Building Liquid Alts That Don’t Suck 57:01

15d ago57:01

57:01

This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners Why do institutional investors continue to flock to hedge funds when the average fund underperforms the S&P 500…

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On the Road in Waco, Texas | Inside Baylor University with CIOs, Allocators & Students 1:24:16

15d ago1:24:16

1:24:16

In this special On the Road episode, we travel to Baylor University in Waco, Texas, to record a live, on-campus conversation with some of the most thoughtful allocators and investment leaders in the institutional investment world. Hosted from Baylor’s campus, this episode brings together endowment leadership, OCIOs, asset managers, and students for…

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The Dollar’s Tipping Point: Chris Puplava on What’s Next for Precious Metals and Asset Allocation 27:48

21d ago27:48

27:48

Dec 12, 2025 – With silver soaring to multi-year highs and the dollar at a critical turning point, Chris Puplava, CIO at Financial Sense Wealth Management, argues that the next move for the dollar will have significant consequences for precious metals...By [email protected] (Financial Sense)

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349 bucket strategy explained: super drawdown & investment allocation 51:50

15d ago51:50

51:50

Glen James, Martin McGrath and Nathan Fradley break down bucket strategies for retirement - how to build them, how to draw down from them and how your investment allocation should shift before and after you stop working. 👉🏾 bucket strategy - two different approaches to setting one up 👉🏿 rebalancing for income in pension mode using a bucket strategy…

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Nicholas Lieb on Vertiv (VRT) 46:59

16d ago46:59

46:59

Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model, position in the AI infrastructure ecosystem, competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.…

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#255: Steve Letwin (Mancal) - Cash Flow, African Gold Adventures & Capital Allocation in 2025 1:01:45

21d ago1:01:45

1:01:45

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Steve Letwin - CEO of Mancal Corporation - a privately owned holding company of the Mannix family - with interests in natural resources, energy, real estate, and venture capital. Steve has served on Mancal Corporation’s Board of Directors since the company’s inception in…

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The Real Reason Families Avoid Blind Pools 2:44

4h ago2:44

2:44

Family offices don't avoid blind pool funds because of fees. They avoid them because blind pools require surrendering the one thing family capital values most: the ability to say no. This episode unpacks why families demand co-investment rights and deal-by-deal optionality — and why flexibility is worth more than fee savings when capital is measure…

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#259:Heather Exner-Pirot (Macdonald-Laurier) - Canadian Energy: MOU's, Pipelines & LNG 1:04:13

2h ago1:04:13

1:04:13

Greetings, and welcome back to the podcast. This episode we are joined by Heather Exner-Pirot - Senior Fellow and Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute, Special Advisor to the Business Council of Canada, Research Advisor to the Indigenous Resource Network, and Global Fellow at the Wilson Centre in …

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Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612 1:08:23

10m ago1:08:23

1:08:23

My guest today is Cullen Roche, Chief Investment Officer at Orcam Financial Group and Discipline Funds. His latest book is Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies. In today’s episode, Cullen walks through the principles of portfolio construction. He emphasizes the importance of viewing inve…

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The Secrets of Perfect Timing Part Two 24:49

12h ago24:49

24:49

Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of ⁠When: The Scientific Secrets of Perfect Timing⁠. Have a money question? Email …

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Friday 2 January | Julian Araujo, Wilfried Nancy & the Celtic vs Rangers Preview 30:13

2h ago30:13

30:13

Today’s show was created in affiliation with NordVPN. For the best discount visit: https://nordvpn.com/celticamHamish and Scott look ahead to the third derby of the season as Celtic try to right a few wrongs with victory over Rangers.Follow Hamish: https://x.com/hamishcartonFollow Scott: https://x.com/SkotiD75Listen on Apple Podcasts: https://podca…

1
Why Compute Is Constrained by Electricity, Not Chips 3:03

1d ago3:03

3:03

The GPU shortage narrative is fading. The real constraint on AI compute is electricity — and it's not even close. Chip fabrication is scaling — TSMC, Intel, and Samsung are investing billions. But grid capacity doesn't scale like silicon. A single NVIDIA H100 draws 700 watts. AI training clusters now exceed 100 megawatts. Goldman Sachs projects 165…

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James Clear: How to Build Good Habits & Break Bad Ones 2:16:26

1d ago2:16:26

2:16:26

James Clear is the author of Atomic Habits, a global bestseller that has shaped how millions of people think about habits, consistency, and long-term change. In this conversation, James explains how habits shape identity, why progress often stays invisible before it compounds, and how to design your environment so good behavior becomes the default.…

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The Secrets of Perfect Timing Part One 18:46

1d ago18:46

18:46

Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing. Have a money question? Email us…

1
Why Capital Preservation Beats Growth at Scale 2:47

1h ago2:47

2:47

Once family wealth crosses a certain threshold, the math changes. Growth becomes optional. Preservation becomes mandatory. This isn't conservatism — it's arithmetic. This episode explains why large family offices overweight to low-volatility strategies — not from conservatism, but from understanding asymmetric risk. A 50% drawdown at $500M requires…

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Everyday Systems #101: State of the Systems 2025 30:26

2h ago30:26

30:26

My 7th annual review covers just the highlights from 33 total systems: How color-coded spreadsheets changed my behavior more than goal-setting, fine-tuning Glass Ceiling with precision drink accounting, the Spider Hunter sleep expansion pack, and gamifying my rage at Duolingo.By Reinhard Engels

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401 the ultimate pre-retirement checklist 49:43

12h ago49:43

49:43

Glen and Martin discuss the essential ways to prepare 10 years out from retirement. 👉🏾 review and pay down debt 👉🏿 know your numbers 👉🏻 living arrangements 👉 start thinking about lifestyle goals 👉🏼 super investment options 👉🏽 review super beneficiaries & estate planning 👉🏾 mortgage strategy 👉🏿 gifting considerations Download the free ebook, 10 thin…

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Citrini’s 26 Trades for 2026 | Citrini on BS Jobs, AI Materials, Advanced Packaging, World Cup, & More 1:52:59

2d ago1:52:59

1:52:59

Monetary Matters can get 25% off Citrini Bundle (Citrindex AND Citrini Research) here through January 14: https://www.citriniresearch.com/subscribe?coupon=398e4269 The investor known only as Citrini returns to share his thematic watchlist for the new year, aka “26 Trades for 2026.” The conversation pivots from the hardware-focused "phase one" of th…

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Market Pulse — Tuesday: Oil, Gas, Real Estate & Credit Numbers 3:08

2d ago3:08

3:08

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Tuesday's numbers. Final trading day of 2025. Oil • Mixed on year-end session • Brent rose 0.33% to $61.69 • WTI fell…

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Choosing the Problems Worth Struggling For with Mark Manson 59:44

3d ago59:44

59:44

#259: Learn how to pick the challenges in life that actually matter. We break down how to stop optimizing for the wrong things, why values trump goals in decision-making, practical strategies for building real friendships, and more. Mark Manson is the bestselling author of The Subtle Art of Not Giving a F*ck (20M+ copies sold). He hosts the Solved …

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Closing Thoughts on 2025 32:35

3h ago32:35

32:35

As I share my closing thoughts on 2025, I want to look back with an eye towards pointing out this year’s unique characteristics from a market risk perspective. I start this exercise by highlighting what I consider to be 2025’s three most interesting days from a vol and risk perspective: 1) the April 7th roller-coaster in the VIX 2) the September 10…

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Should I Be Making Financial Tweaks? 15:35

1h ago15:35

15:35

I'm 64 and wondering if I should be making any tweaks to my financial game plan? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ …

1
Wednesday 31 December | Motherwell 2-0 Celtic | Match Reaction 39:39

3h ago39:39

39:39

Today’s show was created in affiliation with NordVPN. For the best discount visit: https://nordvpn.com/celticamHamish and Stevie react to a dire end to 2025 for Celtic after a 2-0 defeat to Motherwell at Fir Park.Follow Hamish: https://x.com/hamishcartonFollow GIGPOD: https://www.instagram.com/gigpod/Listen on Apple Podcasts: https://podcasts.apple…

1
AI Is a Power Problem, Not a Software Problem 3:01

22h ago3:01

3:01

The AI boom is not constrained by chips, algorithms, or talent. It's constrained by electricity. Capital is moving accordingly. In this episode, we examine why AI facilities require 50-150 kilowatts per rack versus 10-15 kilowatts for traditional computing, why developers face 5-7 year grid interconnection delays, and how Microsoft and Meta are dep…

1
FSN's Best of the Year: Data Centers, Resource Wars, and the Roaring 2020s 1:34:37

3d ago1:34:37

1:34:37

Dec 30, 2025 – When tech, energy, and geopolitics collide: Mark Mills on AI’s explosive energy impact, plus Jim Puplava on the global race for resources. Don’t miss these “Best of 2025” episodes explaining how the most energy and commodity-intensive...By [email protected] (Financial Sense)

1
Governance Fails Before Performance Does 2:53

9h ago2:53

2:53

When family office deals fail, the autopsy reveals governance breakdown months before the numbers turned. Performance is a lagging indicator — governance is the leading one. This episode explores why sophisticated families spend more time on decision hierarchies and escalation protocols than financial models, and what this means for sponsors and op…

1
Game Theory — Monday: The Blank Gene — Soulless Humans Who Terrify Daemons 3:22

3d ago3:22

3:22

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking the Blank Gene — soulless humans who terrify daemons. Now let's get into it... What Are Blanks? • …

1
Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage 59:42

1h ago59:42

59:42

In this episode of Other People’s Money, Matt Ober, General Partner at Social Leverage, discusses how the data economy is evolving for providers, vendors, and investors. He explains how AI is reshaping data business models, highlights emerging data sources in what he calls the “degenerate economy,” and argues that many alternative data sets once co…

1
The Outlier Playbook: The Patterns Behind Enduring Success 40:36

3d ago40:36

40:36

What do some of the greatest outliers in business history have in common? For the past year, I’ve been sharing the stories of history's greatest outliers like James Dyson, Estée Lauder, Sol Price, Henry Singleton, Les Schwab, Rose Blumkin, Jim Clayton, and Andrew Mellon. These are names that deserve to be studied, but rarely are. This episode explo…

1
Feeling Stuck as I Approach Retirement 18:18

1h ago18:18

18:18

I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

1
Why Family Offices Optimize for Control, Not Returns 2:10

1d ago2:10

2:10

Family offices consistently sacrifice IRR to maintain control — not from risk aversion, but because control is how generational wealth survives. This episode examines why sophisticated private capital leads with governance rights, board seats, and co-investment structures rather than chasing returns. Essential listening for sponsors seeking family …

1
Investing in Gray | Pictet’s Maria Vassalou on Aging Demographics and Technological Innovations 1:22:06

4d ago1:22:06

1:22:06

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Jack welcomes Maria Vassalou, head of the Pictet Research Institute, to discuss global demographic decline and how technological revolution is imperative to prevent economic stagnation. They talk about why aging populations in countries like China, Japan, and Italy…

1
Market Pulse — Monday: Weekly Market Overview + Data 3:22

4d ago3:22

3:22

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Weekly market overview and data. Year-end positioning underway as markets close out strong 2025. Oil • Rebounded Mond…

1
DOJ Attacks DC's AR-15 Ban, Defends Federal Switchblade Ban (Ft. Cam Edwards) 1:05:10

2h ago1:05:10

1:05:10

This week, we're discussing the seemingly contradictory gun litigation moves the Department of Justice (DOJ) just made. On the one hand, the DOJ filed a first-of-its-kind lawsuit challenging Washington, DC's "assault weapons" ban. On the other, it defended the federal switchblade carry ban. To make sense of the two moves, we have Bearing Arms' Cam …

1
Monday 29 December | Wilfried Nancy explains the next step for Celtic, defining week begins & the Josh Mulligan link 23:50

5d ago23:50

23:50

Today’s show was created in affiliation with NordVPN. For the best discount visit: https://nordvpn.com/celticamHamish has the latest Celtic chat ahead of Tuesday night's trip to Motherwell.Follow Hamish: https://x.com/hamishcartonListen on Apple Podcasts: https://podcasts.apple.com/au/podcast/celtic-am/id1770954466Listen on Spotify: https://open.sp…

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Top 5 of 2025: #2: Ian Charles 52:58

3d ago52:58

52:58

We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate the sports investing sector, Ian spent his career creating liquidity solutions in private markets. Arctos' second strategy goes back to his roots, providing solutions for GPs. In all of his work, Ian i…

1
Do I Have Enough to Slow Down? 13:19

3d ago13:19

13:19

Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Top 5 of 2025: #3: Tim Sullivan 1:16:44

1h ago1:16:44

1:16:44

We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Swensen arrived, and retired this year. In his 39 years in the saddle, he led Yale's private equity investing, which was the biggest return driver in the biggest success story over the last four decades…

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Capital Offence: Why Some Benefit At Your Expense | Honest Money Show Ep. 20 ft. Paul Musson 1:12:11

5d ago1:12:11

1:12:11

🎙️ Welcome to Episode 20 of The Honest Money Show In this episode, Anja is joined by Paul Musson, a finance veteran with over 30 years of experience, to explore the flaws in traditional finance, wealth disparity, and the role of monetary policy in shaping the modern economy. The conversation delves into the housing market, the difference between ca…