Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Asset Management Training Podcasts
The AI in Business Podcast is for non-technical business leaders who need to find AI opportunities, align AI capabilities with strategy, and deliver ROI. Each week, Emerj AI Research CEO Daniel Faggella and team interview top AI executives from Fortune 2000 firms and unicorn startups - uncovering trends, use-cases, and best practices for practical AI adoption. Visit our advertising page to learn more about reaching our executive audience of Fortune 2000 AI adopters: https://emerj.com/advertise
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Kwik Brain is a fun, fast-paced show designed to help busy people learn and achieve anything in a fraction of the time! Your coach, Jim Kwik (his real name), is the brain & memory trainer to elite mental performers, including many of the world’s leading CEO’s and celebrities. In this easy to digest bite-sized podcast, you will discover Kwik’s favorite shortcuts to read faster, remember more, and ‘supercharge’ your greatest wealth-building asset: your brain. Whether you’re a student, senior, ...
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday. Formerly named my millennial money professional Hosted on Acast. See acast.com/privacy for more information.
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The Future of AI Agents in Consumer Goods Operations - with Padma Hari of Nestlé Purina
26:24
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1
Practical AI for In-House Patent Legal - with Kevin Ahlstrom of Meta
18:32
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The Expanding Role of Video and Visual Data From Footage to Forensics in Retail - with Naveen Kumar of Walmart
16:56
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1
8 Step Mental Fitness Routine with Jim Kwik
13:14
13:14
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13:14On this special World Mental Health Day episode, Jim challenges the traditional view of mental health by reframing it as mental fitness. Mental health isn’t just the absence of illness—it’s the presence of strength, resilience, and clarity. Jim shares eight science-backed, actionable tools designed to help you train your brain the same way you woul…
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20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy ...
1:04:59
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1:04:59Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they’ve leapfrogged GPU limits in inference, opera…
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20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with ...
1:00:32
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1:00:32Ketty Slonimsky is Chief Growth Officer at Palta, the platform behind apps like Flo (the #1 female health app with 77M+ MAU), Simple, and Zing AI, where she leads a centralized growth function across the portfolio. She was previously first VP Product & Growth at HeliosX (£900M+ ARR, bootstrapped D2C healthtech), has advised companies like SonderMin…
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MacroVoices #500 Lyn Alden: What Will Stop This Train?
1:15:44
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1:15:44MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fc…
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1
20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin ...
1:16:32
1:16:32
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1:16:32AGENDA: 03:58 Understanding Burn Multiples and Capital Efficiency in an AI World 11:54 What Metrics Founders Need to Focus on in a World of AI 19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound 33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? 36:35 OpenAI Needs the Same Energy as Japan… WTF! 41:09 How Can …
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1
How AI Is Reshaping Patent Strategy and Portfolio Management - with Shandon Quinn of Clarivate
22:19
22:19
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22:19Today’s guest is Shandon Quinn, Vice President of Patent Intelligence, Search and Analytics at Clarivate. Quinn joins Emerj Editorial Director Matthew DeMello to examine how AI-powered workflows are helping IP leaders deliver strategic impact, smarter decision-making, and tangible results for data-centric enterprises. Shandon also shares proven cha…
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539 Kabhir’s IMG journey: settling in, GP life, buying a home + money tips (part 2)
39:02
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39:02In the second half of this conversation, Kabhir* shares how he’s building a life and career in Australia as an international medical graduate (IMG), touching on: 👉🏾 integrating into Aussie culture and language 👉 balancing ED shifts with general practice 👉🏿 the reality of GP income vs hospital perks 👉🏻 navigating permanent residency and citizenship …
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Achieving Personalization and Compliance in Med Tech Solutions - with Faithe Toomy of Insulet
22:53
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22:53Today’s guest is Faithe Toomy, Director of Voice of the Customer and Insights at Insulet. Insulet is a medical device company specializing in wearable drug delivery systems for diabetes care, combining engineering, clinical research, and digital health capabilities to develop automated therapeutic solutions. Faithe joins Emerj Editorial Director Ma…
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Study While Sleeping (Boost Your Memory Overnight) with Jim Kwik
11:47
11:47
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11:47In this episode, Jim reveals one of the most overlooked learning tools we all have access to—sleep. Far from being just rest, sleep is your brain’s secret classroom, where real learning continues long after you’ve closed your books. We’ll explore how your brain processes information, forms memories, and even solves problems while you sleep, turning…
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20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross ...
1:21:29
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1:21:29Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA’s most formidable challengers. Previously at Google, Jonathan led the team that built the first Tenso…
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Human Compatible AI and AGI Risks - with Stuart Russell of the University of California
1:03:19
1:03:19
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1:03:19In this special weekend edition of the ‘AI in Business’ podcast’s AI Futures series, Emerj CEO and Head of Research Daniel Faggella speaks with Stuart Russell, Distinguished Professor of Computational Precision Health and Computer Science at the University of California and President of the International Association for Safe & Ethical AI. Widely co…
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20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships ...
54:15
54:15
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54:15James Gibson is Head of Revolut Business. Under his leadership, Revolut Business now processes over $33 billion in monthly transaction volume and generates more than $1BN in annualised revenue. AGENDA: 04:10 Is Consulting the Worst Background for Aspiring PMs 07:09 How Revolut Hires for it’s Product Team 17:21 How Revolut Sets Goals: What Works, Wh…
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MacroVoices #499 Has The Luke Gromen Moment Arrived?
1:32:18
1:32:18
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1:32:18MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk ✅Sign up for a FREE 14-day trial at B…
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20VC: NVIDIA Invests $100BN Into OpenAI | Is Triple, Triple, Double, Double Dead | Navan Files to go Public & Notion Hits $500M ARR | The Impact of H1B Visas on Startups in the US
1:19:34
1:19:34
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1:19:34AGENDA: 00:00 Why I am 100% Equities and 0% Cash 04:35 Nvidia's Massive $100BN Investment in OpenAI 08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment 27:30 Is Triple, Triple, Double, Double Dead 44:00 Navan Files to Go Public at $8BN 49:31 Lockup Periods and Liquidity 50:35 Impact of H-1B Visa Changes on Startups 01:02:42…
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538 Kabhir’s IMG journey: medical training in Pakistan & starting out in Australia (part 1)
56:46
56:46
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56:46In this first half of a two-part chat, Dev speaks with Kabhir* a doctor who migrated from Pakistan to Australia as an international medical graduate (IMG). Kabhir shares how he: 👉🏾 trained and specialised in neurosurgery in Pakistan 👉🏽 prepared for and passed the AMC exams 👉🏿 navigated visas, registration and job offers 👉🏻 compared working hours, p…
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Lessons from Running Massive Online Degrees at Scale - with Aaron Demory of Fearlus
27:53
27:53
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27:53Today’s guest is Aaron Demory, Senior Partner at Fearlus and Chief of Information Technology and Security at the FDIC. Aaron joins Emerj Editorial Director Matt DeMello on today’s show to explore how organizations can safeguard institutional memory, align data strategy with cultural goals, and rethink success in the age of AI. With experience spann…
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Argue Less: Assert Yourself by Framing Conversations with Jefferson Fisher
19:55
19:55
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19:55Have you ever walked away from a conversation thinking, why did that get so heated? Wishing you’d found the right words instead of freezing up or overreacting. The truth is, the next argument you have doesn’t have to be an argument at all. In this episode, I’m joined by trial lawyer and bestselling author Jefferson Fisher, who has spent his career …
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20VC: General Catalyst CEO Hemant Taneja on The Future of Venture Capital: Chanel vs Walmart | Lessons Scaling GC to $40BN in AUM | Investing $5BN+ Into Stripe Over 14 Rounds | Investing Hundreds of Millions ...
1:27:19
1:27:19
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1:27:19Hemant Taneja is the CEO and leader of General Catalyst, the firm he has scaled over the last decade into one of the largest with over $40BN in AUM. He has been one of the most influential investors of the past two decades, leading early bets in Stripe, Snap, Gusto, Samsara, Grammarly, and Canva. He also played a pivotal role in Livongo’s $18.5B me…
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20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War ...
59:19
59:19
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59:19Jesse Zhang is the Co-Founder and CEO @ Decagon, the conversational AI platform for customer experience. As one of the fastest growing companies in the valley, they have raised over $230M at a last round price of $1.5BN. Prior to Decagon, Jesse founded Lowkey (acquired by Niantic), studied CS at Harvard, and worked at places like Google, HRT, Citad…
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MacroVoices #498 Louis-Vincent Gave: Which Megatrend Will Reshape The World?
1:04:57
1:04:57
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1:04:57MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They discuss deflation, precious metals, equities, China, energy markets, and much more. https://bit.ly/3VqJY4t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3KsOX25 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Pat…
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1
20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure ...
1:24:20
1:24:20
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1:24:20AGENDA: 00:00 Opendoor's Potential and Market Valuation 03:32 Why Did Kaz Leave $300M on the Table to Join Opendoor 04:44 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn’t 06:34 How does Kaz Feel About OPEN Becoming a Meme Stock? 17:25 Kaz’s $0 Salary but $1BN Stock Based Compensation 23:41 Oracle and OpenAI Partnership: WTF …
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1
Scaling Global Trade with AI Powered Tools for SMBs - with Kuo Zhang of Alibaba.com
28:49
28:49
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28:49Global sourcing has long been a barrier for small and medium-sized businesses (SMBs). Language differences, compliance challenges, logistics hurdles, and trust issues can overwhelm even the most determined entrepreneurs. In this episode of the AI in Business podcast, Kuo Zhang, President of Alibaba.com, shares how new technologies—including Alibaba…
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1
537 what is lifestyle creep and how to manage it
11:40
11:40
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11:40Lifestyle creep happens when your spending quietly grows with your income. In this episode, Dev unpacks what it is and practical ways to keep it under control, touching on: 👉🏾 what is lifestyle creep? 👉🏿 what age group does lifestyle creep usually affect more 👉🏻 why is it dangerous? 👉 ways to reduce the risk of lifestyle creep Related episodes 🎧 53…
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Reducing Errors and Improving Compliance in Global Oncology Programs - with Anthony Mikulaschek at IQVIA Technologies
32:09
32:09
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32:09Clinical trials are growing more complex, and nowhere is that more evident than in oncology and obesity research. As sponsors push for reliable, real-time patient data, the role of electronic clinical outcome assessments (eCOAs) has never been more critical. These tools determine not only how patients report on their quality of life but also how sp…
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6 Ways to Engage Kids in Learning & Personal Growth with Jim Kwik
9:17
9:17
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9:17What if the key to unlocking a child’s potential isn’t about forcing more facts, but about sparking more joy? Too often, learning feels like a chore—but it doesn’t have to. In this episode, I’ll show you how to make learning irresistible, not just for children but for learners of any age. You’ll discover how to connect knowledge to their passions, …
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20VC: Mercor: From $1M to $500M in 17 Months: The Fastest Growing Company in the World | How to Think About Margins and Revenue Sustainability in AI | Why Evaluation Benchmarks in AI are BS Today with ...
1:01:16
1:01:16
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1:01:16Brendan Foody is the Co-Founder and CEO @ Mercor, the fastest growing company in history. The company solves talent allocation in the AI economy and they have scaled from $1M to $500M in revenue in just 17 months. With a rumoured new funding round pricing the company at a whopping $10BN, the company has the likes of Benchmark, Felicis, Emergence, a…
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20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
1:06:20
1:06:20
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1:06:20Amit Bendov is Co-Founder & CEO of Gong, the leading AI-sales platform. The company has raised over $600 million from some of the best in the world including Sequoia, Thrive, Salesforce and more. Gong has surpassed $300M in ARR, serves thousands of customers (including multiple Fortune 10s), and is valued at over $7BN. AGENDA: 00:00 – Why CRM Was A…
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MacroVoices #497 Dr. Anas Alhajji: The Impact of Trump Polices on Russia, China, India & OPEX+
1:01:04
1:01:04
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1:01:04MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday’s Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Fr…
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20VC: Musk's $TRN Pay Package Broken Down | Ramp Hits $1BN ARR and Brex Hits $700M: Who Wins | OpenAI's $10BN Secondary Sale | Atlassian Buys The Browser Company for $610M | ASML Lead Roun into Mistral ...
1:27:56
1:27:56
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1:27:56AGENDA: [00:05] Musk’s $1 Trillion Pay Package: The Breakdown? [00:15] Scale, Windsurf: Are Founders Just Mercenaries Chasing Cash Today? [00:21] Ramp at $1B ARR, Brex at $700M — Is AI Causing All Boats To Rise? [00:26] Sierra at $100M ARR Worth $10B — Bubble or Brilliant Bet? [00:30] Kleiner Perkins Invests $100M into Anthropic at $183BN… WTF? [00…
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From Manual Reports to Generative and Agentic AI Automation in Finance - with Pavlé Sabic of Moody’s
28:36
28:36
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28:36In this episode, Pavlé Sabic, Senior Director in Generative AI Solutions and Strategy at Moody’s, joins Emerj Editorial Director Matthew DeMello to discuss how agentic AI is redefining workflows in financial institutions. Pavlé explains why large enterprises are turning to AI-driven automation to overcome persistent challenges — from fragmented dat…
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1
536 JL Collins on market crashes, asset allocation & legacy wealth (part 2)
45:59
45:59
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45:59In part 2 of this special 2-part series, Dev continues the conversation with JL Collins - author of The Simple Path to Wealth - digging into the mindset and mechanics of building financial independence that lasts a lifetime. They discuss: 👉🏻 stock series vs the book - which one should you read first? 👉🏽 why market crashes are a gift when you’re bui…
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Why Human Oversight and Management Will Still Matter in AI-Driven Pharma Operations - with Yunke Xiang of Sanofi
20:45
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20:45In this episode of the AI in Business podcast, host and Emerj Editorial Director Matthew DeMello speaks with Yunke Xiang, Global Head of Data Science for Manufacturing, Supply Chain, and Quality at Sanofi. Together, they examine how generative AI and reasoning models are evolving from simple automation to high-impact copilots across pharmaceutical …
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1
Ungifted: Redefining Intelligence in Education & Life with Dr. Scott Barry Kaufman
19:53
19:53
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19:53What if intelligence isn’t a fixed score, but a story you get to keep rewriting? If you’ve ever felt underestimated, overlooked, or boxed in by labels, this episode will help you rise above them and unlock the brilliance within you. Dr. Scott Barry Kaufman was once placed in special education and told he didn’t belong in “gifted” programs. Yet toda…
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20VC: ElevenLabs Hits $200M ARR: The Untold Story of Europe's Fastest Growing AI Startup | The Real Cost of AI from Talent to Data Centres | How US VCs are in a Different League to Europeans | The Future ...
1:14:06
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1:14:06Mati Staniszewski is the Co-Founder and CEO of ElevenLabs, the world’s leading AI voice platform. Since launching in 2022, ElevenLabs has raised over $350M, most recently at a $3.3BN valuation, making it one of Europe’s fastest AI unicorns. The company counts Andreessen Horowitz, Nat Friedman, Daniel Gross, and Sequoia Capital among its backers. To…
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1
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader ...
1:10:09
1:10:09
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1:10:09Alex Schultz is the Chief Marketing Officer and VP of Analytics at Meta, where he has spent nearly two decades shaping the company’s growth and marketing strategy. He has been instrumental in scaling Facebook, Instagram, and WhatsApp to billions of users worldwide. Alex is is also the author of Click Here: The New Rules of Marketing, the definitive…
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The Future of Customer Experience in Financial Services with Agentic AI - with Abhii Parakh of Prudential Financial
26:09
26:09
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26:09The ‘AI in Business’ podcast connects enterprise leaders with the best insights on how AI is driving measurable impact across regulated industries. In this episode, we highlight Prudential Financial’s perspective on scaling AI in customer experience, an area facing both significant opportunity and unique regulatory challenges. By featuring Abhii Pa…
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Aligning Innovation with Oversight in AI Governance for Data Teams - with Shane Wiggins of OneTrust
23:45
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23:45As AI adoption accelerates in financial services, governance leaders face the challenge of keeping oversight processes aligned with innovation. OneTrust provides data governance and risk management tools, serving over 14,000 customers worldwide across privacy, security, third-party, and AI domains. Traditional data governance models, often designed…
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MacroVoices #496 Jim Bianco: The Post Covid Economy
1:08:04
1:08:04
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1:08:04MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They discuss, whether a fed rate cut is even a good idea, inflation risks, the unobvious relationship between the jobs report and the southern border, why cutting short term rates could actually shock long-term yields higher, and much much more. https://bit.ly/3Vwtnfp Trade Bianco’s B…
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20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo ...
1:14:22
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1:14:22Agenda: 04:00 – Anthropic Raises $13BN: The Analysis? 19:00 – Is Zuck’s $14BN Scale bet the biggest blunder in AI? 27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness? 36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead? 48:00 – Is Jensen Huang right there will be $4TRN in AI gai…
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Predicting System Failures with AI in Banking - with Dale Skeen of Vitria Technology
24:56
24:56
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24:56Banks face some of the highest stakes when it comes to IT reliability. Even small disruptions can ripple into regulatory exposure, reputational harm, and major financial losses. Yet many financial institutions still rely on reactive monitoring systems that chase alerts without addressing the root causes of outages. On today’s episode of the ‘AI in …
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Balancing Trade-Offs in Hybrid Cloud and the Infrastructure behind Scalable AI - with Jason Hardy of Hitachi Vantara
25:36
25:36
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25:36As enterprises scale their AI initiatives, leaders face mounting challenges in balancing compute demands, sustainability goals, and hybrid cloud strategies. Many organizations rush to secure GPUs and cloud resources without accounting for hidden costs, data bottlenecks, and sustainability trade-offs. In this episode of the AI in Business podcast, E…
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