This is the Driving Alpha, where we feature our friends, the out-performing investors, who demonstrate their path to driving alpha, or out-sized investment returns. We're Alpha Partners, where we partner with a thousand early-stage venture firms as their opportunity capital to invest in their best companies.
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Alpha Partners Podcasts
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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Pioneers of AI is your guide to the latest technological frontier. Each week, host Rana el Kaliouby (AI scientist, investor, author, co-founder of Affectiva) is joined by the leading creators, critics, and thinkers behind mind-blowing technology and asks the important questions about how artificial intelligence is changing the way we live. As we venture together into the unknown, Pioneers is your tool to understanding and anticipating what comes next.
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Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves. Follow us on: Max's Twitter: https://x.c ...
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Dan Mackenzie hosts wide-ranging conversations exploring emergent paradigms of masculinity, the healthy evolution of men and new conceptions of manhood and maleness with a variety of compelling guests. Daniel has intentionally appropriated the rare and vaguely defined term OMEGA MALE, rebranding it to represent the emergent, kinder, more balanced ideal for male-ness which he hopes will gradually supplant the antiquated, compulsively dominant ”alpha male”.
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The Deal Flow Channel from Alpha Dog Capital brings investment and business deals to you from industry experts and deal makers. From real estate to health care, crypto, cannabis, and NFT's, learn about the deals first hand from guests who are creating business and investment opportunities and find out how you can participate. #alphadog
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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 ...
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
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Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment m ...
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Love Stories highlights the relationship journeys of successful, modern-day women and the trials they’ve overcome in pursuit of finding their aligned partner. Through actionable tips, constructive advice and my deeply passionate pep talks, you will leave feeling confident and empowered to choose the right man, communicate intimately, and connect to your full feminine power. It’s time to release your old patterns and embrace a new shift into Chapter One of your love story. Hosted by Charlene ...
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The UpStream Life offers an editorial approach to content creation that focuses on capturing the intellectual foundations of an organization. While social media and marketing content are important, our approach prioritizes storytelling that resonates with stakeholders. Our experienced team of writers, filmmakers, and editors works closely with clients to create narratives that capture the essence of their organization. By emphasizing conversations that truly matter, we believe our approach c ...
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Join 2x Wall Street Journal & USA Today bestselling author and globally recognized thought leader Matt Mayberry on Get Better Today, the podcast that unlocks the secrets to excellence while redefining leadership, personal growth, and peak performance. Through riveting conversations with pioneering CEOs, transformative leaders, world-class athletes, and living legends, Matt uncovers the strategies, mindsets, and stories behind extraordinary success. With a unique combination of critical think ...
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Greetings MetaSapiens! What the Meta is your fun and informative videocast partner in figuring out what the metaverse is and can be. Join Jason Chung and Philip Milestone, two metaspace lawyers, wonks and educators, as they grapple with their virtual lives and identities and figure out how to engage with a new plane of existence. Helping them on their journey are a host of friends – top thinkers, personalities and renegades – who explain key concepts of life such as citizenship, property and ...
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Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferi ...
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A conversation about what’s happening in commerce today will likely be outdated in a week. How do we keep up with it all? We keep talking. From generative AI and the metaverse to live shopping and native checkout, there’s always something new to discuss in the commerce world. Marcel Hollerbach, Co-Founder and Chief Innovation Officer of Berlin-based Productsup as well as Co-Founder and Entrepreneurial Partner at Cavalry Ventures, brings some of the industry’s leading experts together from al ...
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Ever wonder why investors invest in certain healthcare startups? Now you no longer have to wonder. In this podcast, we have short, engaging conversations with investors to learn why they invested in certain healthcare startups recently. New episodes released every Monday. This podcast is produced by Slice of Healthcare LLC.
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From Quant to VC: Data Driven Investing in Public & Private Markets | Matt Ober | Social Leverage
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59:42In 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…
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What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611
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44:39Today’s guest is Jack Ablin, CIO at Cresset Asset Management, which manages over $70 billion AUM. Jack was RIA Intel’s “CIO of the Year” for 2022 and was previously the CIO at BMO for 17 years. In today’s episode, Jack walks through the ins and outs of investing in founder-led companies and what has led them to historically outperform. He also expl…
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AI’s journey from the lab to the marketplace
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25:18The AI boom wouldn’t have been possible without decades of academic research. And now that huge sums of money are flowing into R&D, it’s companies – not just universities – on the cutting edge of AI innovation. What does that mean for the future of AI research and the relationship between industry and academia? Rana sat down with a panel of experts…
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Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition
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57:47In this episode of Inside the Rope, host David Clark sits down with Sam Reynolds, CEO of Octopus Investments Australia, to unpack one of the most critical and investable themes of our time: the global energy transition.As energy costs rise and the pathway to net zero becomes increasingly complex, Sam offers a grounded, data-driven perspective on ho…
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David McWilliams on The Story of Money—and Why It Matters for Markets | #610
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54:21Today’s guest is David McWilliams, an economist, podcast host and author. David worked at the Central Bank of Ireland, UBS and BNP Paribas and is the founder of the Kilkenomics Festival, a unique blend of economics and stand-up comedy. His book is called The History of Money: A Story of Humanity, which is my favorite book from 2025. In today’s epis…
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Family Wealth. PE-Backed Wealth Management.
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39:43For decades, wealth management was defined by proximity. Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn’t lend itself easily to industrial logic. That assumption is now breaking. Over the past five years, the Registered Investment Advisor (RIA) industry has entered…
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Ian Harnett, Co-Founder and Chief Investment Strategist, Absolute Strategy Research
55:15
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55:15It was a pleasure to welcome Ian Harnett, co-founder and Chief Investment Strategist at Absolute Strategy Research, to the Alpha Exchange. Our discussion explores how long periods of low volatility and abundant liquidity can quietly allow systemic risks to accumulate outside the traditional banking system. Drawing on lessons from the Global Financi…
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190: Marketing God. With Nicky Gumbel, Pioneer of the Alpha Course
1:02:23
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1:02:23In this Christmas special, we reshare our conversation with Nicky Gumbel! Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does that person’s impact grow in time and reach, and expand beyond anyone’s expectations and for millions, be responsible for enhancing their lives. In t…
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Inside Cathay Innovation: Simon Wu on industry-powered venture capital
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29:01What if your venture capital firm could plug you directly into the world's most influential corporations; unlocking growth, customers, and global scale overnight? That's exactly what Simon Wu does as a Partner at Cathay Innovation. Leading U.S. investments at the $2.5B global VC, Simon's work sits at the intersection of innovation, industrial stren…
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How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital
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59:16This episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Over the last 8 years, Yaron Naymark, founder and managing partner of 1 Main Capital, has patiently grown his concentrated long-biased hedge fund by outperforming major equity benchmarks like the S&P 500. Any manager wh…
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‘Like Disneyland when it just opened’: Arm CEO Rene Haas on the AI revolution
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21:27Chances are, you’ve used computer chips from the company Arm. The UK firm’s CPUs are in almost every smartphone, plus a ton of laptops, cars, even refrigerators – not to mention their integral role around AI infrastructure in data centers. Pioneers of AI host Rana el Kaliouby sat down with Arm CEO Rene Haas recently, live on stage at Fortune Brains…
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Kumaran Vijayakumar, Co-Founder and CEO, DataDock Solutions
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52:07Kumaran Vijayakumar has spent his career in the equity derivatives market, first as an exotics trader and later in running large risk-taking desks in listed and OTC options. Now, the CEO of DataDock Solutions, a firm he Co-Founded in 2018, Kumaran and his team are developing analytical tools that allow sell-side flow desks to better understand the …
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The Data Behind the $Multi-Trillion Rise of Asset-Based Finance
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37:22As banks retreated after the financial crisis of 2007-2008, Private Credit filled in the gap. What started as a niche within private equity now operates like a global lending system. And it extends beyond corporate balance sheets, asset-based finance, the ability to lend against real, cash-generating assets is growing fast and offers countless oppo…
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BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609
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45:49Today’s guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team. In today’s episode, Rick discusses the current state of the markets, focusing on year-end dynamics, free cash …
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Mark Rosenberg, Founder and Co-Head, Geoquant
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55:04Risk generally falls into 4 categories, monetary (Central Banks), economic (growth and profits), financial (leverage, carry and correlation) and finally, geopolitical. This last category is non-market, market risk. And in this context, it was a pleasure to welcome Mark Rosenberg, Founder of GeoQuant and adjunct professor at UC Berkeley to the Alpha…
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Visualizing the AI boom (or bubble), with Carta’s Peter Walker
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42:14We’ve all heard the hype, but what does the data say about the AI gold rush? According to Peter Walker, Head of Insights for Carta, around 40 percent of the money they see being raised goes to AI companies. A master of data visualization, Walker takes investment information from the over 55,000 start-ups on Carta and turns it into digestible figure…
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Todd Rapp, CEO, Fortress Multi-Manager Group
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43:56Todd Rapp got his career started in equity options at Goldman Sachs in the late 1990’s, a wild time in which a bubble inflated and burst and provided critical lessons in both gamma and vega risk in the process. Now the CEO of the Fortress Multi-Manager Group, Todd leans heavily on his derivatives DNA in the areas of sourcing uncorrelated return str…
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Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management
1:10:11
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1:10:11This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXMax Sam Gaer, CIO of Directional Strategies at Monarq Asset Management, joins Other People’s Money to discuss how he uses quantitative directional strategies to trade crypto assets and produce an institutional quality ret…
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Finding Alpha in Distressed Debt | Dan Bird - EMEA Credit and Special Situations
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37:39I’ve been hoping to discuss special situations and distressed debt, one of the least hyped but most interesting areas of finance and credit for a while. Distressed debt investing requires a triple threat skillset: understanding legal frameworks, financial health, and industry landscapes. It offers unique diversification benefits, standing apart fro…
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EPISODE 15: DAN MILLMAN - bestselling author of WAY OF THE PEACEFUL WARRIOR, icon of self-transformational literature, world-class athlete...and more!
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50:32Dan Mackenzie interviews Dan Millman, author of the massive, perennial best-seller WAY OF THE PEACEFUL WARRIOR. Their conversation delves into Millman's use of the character Socrates in the context of his own real-life mentors, how his life path and work have evolved in tandem, and how the author has boiled down his insights into simple, accessible…
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Ep 211: Inside the Liquidity Event - Three Founders, One Defining Moment
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43:54In this special edition of Inside the Rope, host David Clark brings listeners into a raw, deeply personal roundtable with three exceptional founders who have stood at one of the most defining crossroads in wealth: the liquidity event. Moments where years, sometimes decades, of sacrifice, risk, and relentless effort crystallise into life-changing ca…
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What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608
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48:51Today’s guest is Nick Maggiulli. Nick is the COO for Ritholtz Wealth Management. He writes over at Of Dollars at Data and is the author of two books: Just Keep Buying and The Wealth Ladder. In today’s episode, Nick discusses the parallels between financialand medical advice, the differences in asset ownership across wealth levels,and the importance…
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Gyrophint: #ai based reader that detects chemicals in boxes, helping airports save lives
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40:02In this video Ideaspring's founder, Naganand talks to Gyrophint's scientist and co-founder, Siva Umapathy, about the power of Indian deep science and Gyrophint's readers which save lives. 00:00 - Introduction 01:00 - The beginning of Siva's India journey. 06:28 - The early days of using Raman Spectroscopy. 11:00 - Convincing people to invest in sci…
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189: From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest
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1:22:36When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood. She embraces disruptive innovation themes early, has faced intense criticism during large drawdowns, has reshaped ETF thinking and is characterised as bold, influential, and contr…
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Walmart, AI, and the future of shopping, with Walmart CTO Suresh Kumar
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33:14Walmart, the world’s largest retailer, is starting an AI-driven transformation that it says will impact every aspect of shopping and operations. Suresh Kumar, Walmart's Chief Technology Officer and Chief Development Officer, leads that effort. Kumar joins Pioneers of AI to take us inside Walmart’s adoption of robotics and AI in its warehouses, stor…
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Jessica Stauth, CIO, Systematic Equity, Fidelity Investments
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53:19It was a pleasure to welcome Jessica Stauth, CIO for Systematic Equities at Fidelity Investments, to the Alpha Exchange. Our discussion explores how quant investing has evolved through cycles of market stress, technological change, and today’s extraordinary concentration in the equity landscape. Reflecting on her start in markets in the aftermath o…
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The Odd Couple: The Fed and Treasury Nexus
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38:23Host Greg Dowling sits down with Karthik Ramanathan, former Director of the U.S. Treasury’s Office of Debt Management, for a behind-the-scenes look at how the Treasury and the U.S. Federal Reserve intersect. From managing trillions in debt issuance to coordinating with the Fed around day-to-day policy execution as well as crisis event triage, Karth…
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188: Yield, Shield, and Scale: Inside the Ares Management Playbook (With Blair Jacobson, Co-President)
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55:00Ares is recognised as one of the leading global alternative investment managers, investing across credit, real estate, private equity and infrastructure. Listed on the NYSE, it has over 4,000 employees, $595billion in assets* and a substantial geographical footprint. Blair explains the high yielding Ares-managed listed vehicle, ARCC, which as a bus…
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Andrew Ng on winning the AI race, with DJ Patil
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23:41Andrew Ng has been a leading voice in AI for over a decade. As Managing General Partner at AI Fund, and co-founder of Coursera and DeepLearning, among other roles, Ng has shaped the modern AI landscape and spread AI education to the masses. Onstage at this year’s Masters of Scale Summit, he sat down with former US Chief Data Scientist and now Gener…
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They say there’s always a bull market somewhere and a chart on doom commentary has surely been up and to the right. Perhaps it’s been the joint decline in the equity and crypto markets. NVDA is down 10% in November and Bitcoin is down almost twice that. Perhaps it’s been that there wasn’t a hard and fast enough of a catalyst to point to…no trade wa…
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Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures
1:15:58
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1:15:58This Other People’s Money 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 James Wang, General Partner at Creative Ventures and author of “What You Need to Know Abou…
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A new power dynamic in venture with Paige Hendrix Buckner from All Raise
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43:26In venture capital, power isn't just about capital, it's about who gets to decide where it flows. Paige Hendrix Buckner, CEO of All Raise, is redefining who sits at the decision-making table. With a background spanning public policy, education, and founder support, she's leading a movement to shift both the culture and the calculus of VC, proving t…
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Ep 210: Paul Moore - 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding
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51:19David Clark chats to one of Australia’s most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital.For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and a rare ability to remain steadfastly contrarian when …
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Megan Miller, Senior Portfolio Manager and Head of Options Solutions, Allspring Global Investments
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44:18Welcome back to the Alpha Exchange. In today’s episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team at Allspring Global Investments. Her career spans the extremes of market volatility—from learning options trading during the GFC to now overseeing option-based strategies across a $600 billion platform…
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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
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1:03:58Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…
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Mark Cuban’s investment strategy in the world of AI
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40:09Mark Cuban has spent decades as a serial entrepreneur and investor, with one of the best track records on the planet (including celebrity status on ABC’s Shark Tank). His success stems in part from an ability to spot opportunity early — and now he’s bringing that approach to AI. Cuban is backing AI companies that he sees taking bold swings and reim…
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Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V
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55:48On this episode of the Alpha Exchange, I’m pleased to welcome back Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V. Our conversation centers on one of the most consequential themes in markets today: the intersection of artificial intelligence, exponential innovation, and market structure. With Nvidia’s historic rise as a backd…
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Can Alpha Capture Save Fundamental Long/Short Equity? | David Stemerman CenterBook Partners
1:09:39
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1:09:39This Other People’s Money episode is brought you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Fundamental long-short equity investing has been in decline with fewer new fund launches and dwindling assets, but David Stemerman, CEO, CIO and Co-founder of CenterBook Partners believes data clearly …
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Beyond the Hype: Practical AI insights from Elastic with Ajay Nair
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17:14In this episode we talk with Ajay Nair, General Manager - Platforms, Elastic, about enterprises building their business with AI. 00:00 - Introduction. 01:00 - Generative AI as a data problem. 05:18 - Driving value with AI. 09:00 - The problem of fragmentation. 11:07 - Regions and AI adoption. 14:10 - Thoughts on the developer community in India. Su…
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Possible: Lisa Su on semiconductors, compute, and big bets
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42:40What’s the role of semiconductors—and the companies that make them—in powering human progress? What does it look like to innovate thoughtfully in a landscape where the demand for power may be higher than the supply? With AI evolving faster and faster, how can we keep up? Advanced Micro Devices (AMD) CEO Lisa Su joins the show to talk about hardware…
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Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein
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1:16:26This Other People’s Money episode is brought you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Corey Hoffstein, CEO and CIO of Newfound Research and co-founder and PM of Return Stacked ETFs, joins OPM to discuss his journey in the investment management business. He argues that beating the market…
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How corporate venture capital drives startup growth with David Horowitz from Cerity Partners Ventures
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32:15What if your investor could also be your first customer, biggest champion, and gateway into a massive market? David Horowitz, Partner at Cerity Partners Ventures and a corporate VC pioneer, has spent over 20 years proving that venture capital can do more than write checks, it can open doors. Here's a glimpse of what you'll learn: 00:43 Introduction…
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187: Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF
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49:12In September we held our inaugural Money Maze Allocator Summit and over the two days there was fantastic discussion, debate, insights, disagreement and a lot of learning. It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics. Of all the conversations, one that particularly resonated with us was the c…
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How AI can unlock life-saving cures, with Siddhartha Mukherjee
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28:58Discovering new medicines has long been a slow, inefficient, and expensive process. Siddhartha Mukherjee, esteemed cancer biologist and author of the Pulitzer Prize-winning book The Emperor of All Maladies, is looking to change that. That’s why he partnered with Reid Hoffman to found Manas AI, a company that uses AI to accelerate drug discovery and…
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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
1:50:11
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1:50:11Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…
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