Best CIO Exchange Podcasts (2025)

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Building Momentum with Aaron Miles, CIO of Verano 1:15:47

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4d ago1:15:47

1:15:47

Join us on Higher Exchanges for an insightful conversation with Aaron Miles, Chief Investment Officer of Verano Holdings Corp., as we dive into the evolving landscape of the cannabis industry. With over 20 years of financial expertise, he shares how Verano continues to navigate challenges and seize opportunities. Q2 2025 Financial Highlights We bre…

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Kris Kumar, Founder and CIO, Goose Hollow Capital 59:13

19d ago59:13

59:13

It was a pleasure to welcome Kris Kumar, founder and CIO of Goose Hollow Capital, back to the Alpha Exchange. Kris presents a compelling argument that traditional economic frameworks centered on consumption are becoming obsolete as AI-driven capital expenditure emerges as the dominant growth engine. With companies spending $400 billion annually on …

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David Puritz, Founder and Chief Investment Officer, Shaolin Capital Management 57:03

15h ago57:03

57:03

It was a pleasure to welcome David Puritz back to the Alpha Exchange. A colleague of mine from 25 years ago and now the CIO of Shaolin Capital Management, Dave has some excellent insights to share on uncorrelated investing broadly and on the current state of convertible bond trading, risk, and liquidity, specifically. When he last joined the podcas…

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The Future of Intoxicating Hemp with Tucker Johnson 1:19:43

4h ago1:19:43

1:19:43

What’s really driving the rise of intoxicating hemp—and where is it headed next? In this episode, we sit down with Tucker Johnson, whose career spans CFO roles at Lil Wayne’s cannabis company and the Emerald Cup, Head of Finance & Cannabis Lead at British American Tobacco, and consulting for top hemp operators. Tucker brings a rare perspective from…

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The Healthcare Outlook: Macro Challenges and Biotech Innovations 28:18

18m ago28:18

28:18

While the healthcare sector has lagged behind the broader markets, there are pockets of innovation. Asad Haider, head of the US Healthcare Business Unit in Goldman Sachs Research, and Amit Sinha, head of Life Sciences Investing in Goldman Sachs Asset Management, discuss their outlook for the industry. This episode was recorded on September 8 and 15…

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RoR: Reflections on Risk 31:45

4h ago31:45

31:45

In this discussion, I share my thoughts on the backdrop for both SPX realized and implied volatility, as I explore the question of whether there is value in optionality. We have 3 things going in terms of realized vol at the index level. It’s low, it’s especially low on SPX down days, and it’s remarkably stable. My take is that the combination here…

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What Data Means for the Future of Pediatric Hospitals 35:10

28m ago35:10

35:10

A single error in a medical record can change a child’s life. Theresa Meadows has spent her career making sure that doesn’t happen. In this episode, Jess Carter talks with Theresa, who recently transitioned from CIO at Cook Children’s Health Care System to a new role at symplr. Theresa recalls her unlikely path from transplant nurse to technology l…

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The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform 23:39

12d ago23:39

23:39

Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career trajectory and investment philosophy, and where he sees opportunity today. This episode was recorded on August 11, 2025. The opinions and views expressed herein are as of the date of publication, subject to …

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#260 - VC Investing in Emerging Markets with Beyond Capital Ventures’ Eva Yazhari 32:48

14d ago32:48

32:48

On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss: The compelling opportunity for early stage investing in Africa and India How venture capital differs in emerging markets What she looks for when investing in a startup And more…

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Ken Rogoff, Professor of Economics, Harvard and Former Chief Economist, IMF 53:40

9d ago53:40

53:40

On this episode of the Alpha Exchange, I had the pleasure of reconnecting with Ken Rogoff, Professor of Economics at Harvard and former Chief Economist at the IMF. In our conversation, we explore themes from his latest book, Our Dollar, Your Problem, a valuable retrospective, and analysis of the rise of the U.S. dollar as the world’s reserve curren…

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After a Summer of Stablecoins, What’s Next? 23:13

9d ago23:13

23:13

In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s Barry Eichengreen discuss the outlook for stablecoins — digital currencies pegged to the value of traditional fiat currencies like the US dollar. Moderated by Goldman Sachs Research’s Allison Nathan, the discussion covers the potential implications of a growin…

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How to Win Stakeholder Buy-In: Lessons from VP of Data, Veronika Durgin 35:41

13d ago35:41

35:41

Most data projects don’t collapse because of the tech. They collapse when stakeholders aren’t involved in the right ways. In this episode of Data-Driven Leadership, Jess Carter sits down with Veronika Durgin, VP of data, to explore why stakeholder engagement makes or breaks a data strategy. Veronika also shares lessons from two decades in data, fro…

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#259 - IPO and Digital Asset Market Trends with Cohen's Head of SPAC Investment Banking, Brandon Sun and Head of Blockchain and Digital Assets, Christian Lopez 38:35

13d ago38:35

38:35

On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategi…

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Elevating the Game with Jamie Medola 1:01:11

25d ago1:01:11

1:01:11

We are excited to have Jamie Mendola on the show for the first time. You know Jamie from his leadership roles at AYR, he was a board member at Glass House Brands, and before cannabis, he was an accomplished investor in the hedge-fund world. Here's what we’ll cover: 🚀 First cannabis SPAC (CSAC) in 2017 🏗️ Lessons from Ayr Wellness on M&A & s…

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Rainy Day Insurance Amidst the Sunshine 28:12

21d ago28:12

28:12

As the summer winds down, and there’s so little daily motion in the SPX, the realized vol spike of April feels further in the rear view. I often suggest that periods of calm in the market can cloud our thinking about risk. Sometimes markets get caught in low vol moods and this is one of them. But low realized volatility should not be viewed as an a…

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Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets 45:30

21d ago45:30

45:30

In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This episode was recorded on July 16, 2025. Learn more about your ad choic…

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Ben Hunt, Co-Founder, CIO and President, Perscient 48:33

26d ago48:33

48:33

On this episode of the Alpha Exchange, I was joined by Ben Hunt, Co-founder and CIO of Perscient. Ben has built his career around one powerful idea: that the stories we tell—whether in politics, markets, or everyday life—shape our behavior far more than we realize. In the mid-2000s, entering Wall Street from outside its traditional ranks gave him a…

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Cybersecurity Isn’t Just the CIO’s Job Anymore 29:41

1M ago29:41

29:41

One phone call. One click. That’s all it takes. In this episode, Jess Carter talks with Jeffrey Foresman, VP of Cybersecurity at Resultant, about why today’s most dangerous breaches don’t start with technical flaws, but with people. With over 30 years in the field, Jeffrey shares stories of social engineering attacks that bypass sophisticated defen…

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Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing 39:06

1M ago39:06

39:06

Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

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Tier One MSO Earnings – Q2 2025 Highlights 1:38:00

1M ago1:38:00

1:38:00

In this episode, we kick things off with a quick market update, highlighting the recent surge in MSOS ETF momentum, institutional inflows, and what’s been driving cannabis stocks higher since late June. We then dive into AYR Wellness’s restructuring agreement—what it means, how the credit bid process works, and why it could set the tone for distres…

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Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies 51:00

1M ago51:00

51:00

As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser discusses his approach to investing with Goldman Sachs’ Ken Hirsch. This …

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AI Exchanges: AI’s Impact on Employment 23:37

2M ago23:37

23:37

One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts Allison Nathan and George Lee to discuss the potential for labor displacement as adoption increases, as well as the industries and roles that could be most affected. This episode was recorded on July 31, …

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Empowering Employers and Job Seekers with Real-Time Labor Insights 31:46

1M ago31:46

31:46

Regional workforce boards often have access to labor market data but lack tools to make it usable for the communities they serve. In this episode, Jess Carter talks with Executive Director Phedra Redifer and Workforce Research Analyst Jacob Jimenez from Workforce Solutions for North Central Texas about how their team created interactive dashboards …

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Revenge of the Meme Stocks 13:19

1M ago13:19

13:19

Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

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Know What You Own Starring Scott Grossman 58:38

2M ago58:38

58:38

This week on Higher Exchanges, we dive into the chaos and clarity surrounding cannabis reform, capital markets, and hemp regulation. Joining us is Scott Grossman of Turning Point Brands for a timely roundtable on what’s real, what’s noise, and what could actually move the needle. 🔍 Topics include: Schedule 3 speculation: Who’s driving the renewed c…

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Are Investors Complacent? 34:12

2M ago34:12

34:12

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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#258 - Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea 41:44

2M ago41:44

41:44

On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss: Their “bitcoin moment” and what initially got them interes…

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Distributions have Consequences 22:24

2M ago22:24

22:24

On my mind is correlation. There are plenty of financial market correlations, both implied and realized. In equities, we talk a good deal about the correlation implied by the relationship between S&P 500 index implied vol and the implied vol on the stocks within the index. That’s been low, to put it mildly. How about the correlation between the dol…

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AI Exchanges: Where Will the Power Come From? 22:28

2M ago22:28

22:28

The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the prom…

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Solving for Mission-Aligned Outcomes with AI-Driven Grant Management Tool Eddi 34:37

2M ago34:37

34:37

Public sector leaders are sitting on a wealth of valuable data. But too often, they can’t act on it. In this episode, Jess Carter talks with Jeremy Bhatia, founder and CEO of Eddi, about how his platform helps government-funded organizations make sense of scattered financial and performance data. Jeremy shares what led him to start Eddi, how the pa…

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New York is Rising Starring Jeff Schultz 1:28:26

2M ago1:28:26

1:28:26

In this episode, we sit down with leading cannabis attorney Jeff Schultz, Partner at Foley Hoag, to unpack the real story on New York's adult-use market—what’s working, what’s broken, and where the industry goes from here. We cover: 🔹 The Good: - New York’s adult-use cannabis market is scaling fast—projected to hit $1.5–- $2B+ in 2026, up from just…

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The Surprising Implications of an Aging Population 17:15

2M ago17:15

17:15

An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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#257 - Crypto Treasury Companies with Upexi’s CSO Brian Rudick and Meteora’s CIO Vik Mittal 39:21

2M ago39:21

39:21

On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss: What is a crypto treasury company…

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How to Use AI and Data Better in Everyday Life with Jess Carter 32:06

2M ago32:06

32:06

From writing better emails to helping her son learn the alphabet, Jess Carter is using AI in unexpected ways. In this Q&A episode, Jess shares how she’s integrating AI into both her professional and personal routines, with real examples that span leadership, data storytelling, parenting, and everyday problem-solving. She offers practical advice for…

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Commodities Outlook: What’s Driving Oil, Gold, and Base Metals 20:54

2M ago20:54

20:54

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

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#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen 41:25

2M ago41:25

41:25

On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss: Core tenets of their approach to crypto investing Trend following and yield farming in crypto Their approac…

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Benn Eifert, Founder and CIO, QVR Advisors 50:44

3M ago50:44

50:44

The clearing price of optionality in the market is impacted by a myriad of factors. To be sure, the economy and corporate profit cycle, the stance of monetary policy and geopolitical risk all matter. Flows in the derivatives markets are also of consequence as they impact the environment for supply and demand. And in this context, it was excellent t…

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Conquering the Universe with Ted Lidie, Founder of Alien Labs 1:08:43

3M ago1:08:43

1:08:43

In this episode of Higher Exchanges, we sit down with Ted Lidie, founder of Alien Labs, to talk about building one of California’s most iconic flower brands—and what it takes to scale that success across markets. We cover: 🌱 The Alien Labs origin story and legacy in the 215 era 🤝 Partnering with Connected and navigating Prop 64 🔥 What makes truly g…

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Mid-year outlook: diversify and hedge 25:49

3M ago25:49

25:49

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in th…

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The Path Forward Starring Sammy J 1:22:57

3M ago1:22:57

1:22:57

In this episode of Higher Exchanges, we sit down with Sammy J to break down what it takes to navigate the cannabis market in 2025. With low or negative growth, tightening margins, and shifting consumer behavior, the landscape is forcing operators to get sharper, leaner, and more strategic. We cover: 📉 Pricing, volume, and profitability in today’s m…

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Is a US fiscal crisis ahead? 20:16

3M ago20:16

20:16

Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on May 30, June 5, and June 17, 2025. Learn more about…

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Duolingo's Winning Data Strategy with Bilal Zia, Head of Data Science and Analytics 31:05

3M ago31:05

31:05

Most people know Duolingo as the fun language app with the green owl, but behind the scenes, it’s a data science team using AI and analytics to transform how we learn. In this episode, Jess Carter sits down with Bilal Zia, head of data science and analytics at Duolingo, to discuss what it takes to lead with data within one of the world’s most popul…

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John Marshall, Head of Derivatives Research, Goldman Sachs 1:00:46

3M ago1:00:46

1:00:46

It was a pleasure to welcome John Marshall, Head of Derivatives Research at Goldman Sachs, to the Alpha Exchange. Our conversation explores a number of critical topics starting with the meaningful growth of equity funds deploying options as part of a risk management overlay. John describes how covered call ETFs and systematic vol-selling funds have…

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Sayings on Vol and Risk...A Fresh 10 21:05

3M ago21:05

21:05

Greetings and salutations loyal listeners, welcome to what promises to be another exciting addition to our Sayings on Vol and Risk. To set the table, last year, I did a 5-part series with 25 Sayings. These are concise statements I’ve wound up using many times over during the course of my career to help myself and others think about market risk. The…

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Dan Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management 1:05:06

3M ago1:05:06

1:05:06

Today’s world of ETFs and mutual funds increasingly features new flavors, a popular one of which is derived from embedding optionality. There are plenty of ways in which one might contemplate risk managing and shaping the distribution of equity returns using options. Common strategies like overwriting create income, but limit upside. Others like th…

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How to win: Steve Cohen on markets and the Mets 22:20

3M ago22:20

22:20

What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Sy…

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A German economic revival? 18:44

3M ago18:44

18:44

Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germany’s business leaders navigating this volatile environment? Wolfgang Fink, CEO of Goldman Sachs Bank Europe SE & Head of Goldman Sachs in Germany and…

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Mitchell Garfin, Co-Head of Leveraged Finance, BlackRock 54:10

3M ago54:10

54:10

With nearly three decades at BlackRock, Mitch Garfin brings a deep well of experience to his role as Co-head of Leveraged Finance, overseeing high yield and leveraged loan strategies for the firm. In this episode, we explore the evolution of the credit landscape — from structural shifts in the high-yield market that leave indices of higher credit q…

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Conferences, Courts, and Cannabis Updates 1:05:06

3M ago1:05:06

1:05:06

In this episode of Higher Exchanges, we cover: 📈 Bitcoin 2025 recap – key takeaways from the Vegas conference 🗓️ Benzinga Cannabis Capital Conference preview – what to expect and who’s attending 🧾 Earnings review – insights and investor signals from the latest quarterly reports ⚖️ BSF update – legal developments and potential implications of the la…

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How Goldman Sachs’ John Waldron is navigating “a more uncertain time” 24:50

4M ago24:50

24:50

In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…