Capital Allocators Podcasts

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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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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.

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The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

564

403

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3d ago3d ago

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A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.

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Resonanz Spotlight

Vincent Weber

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22d ago3w 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.

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The Memo by Howard Marks

Oaktree Capital Management

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4d ago4d ago

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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.

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Gold Dragon Daily

Gold Dragon Investments

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1d ago1d ago

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The Allocation Agenda

Dasseti

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17d ago2w 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 ...

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Rebellious Allocations

Bastion Fiduciary

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19d ago2w 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 ...

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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11d ago1w 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 ...

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The Investor With Joel Palathinkal

Dr. Joel Palathinkal

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16d ago2w ago

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The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

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Dakota Live! Podcast

Robert Morier

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4d ago4d 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 Institutional Edge: Real allocators. Real alpha.

Angelo Calvello

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4d ago4d 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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Shipping Master Series

Capital Link, Inc.

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2M ago8w ago

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Maritime Podcasts

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Alt Investing Made Easy

AltInvestingMadeEasy LLC

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3d ago3d 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 ...

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Benevolent Disruptors

BNVT Capital

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2M ago6w ago

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"Benevolent Disruptors” is a new podcast series, co-hosted by the Managing Partners of BNVT Capital, Rory Mounsey-Heysham and Chris Corbishley. In this series we interview leading founders, investors, allocators, and regulators on the role of business and technology in society. As individuals, business and governments grapple with the implications of a rapidly evolving technological landscape, Benevolent Disruptors provides a more optimistic view on how technology changes lives. We learn fro ...

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Rare Earth Advantage

REA

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29d ago4w 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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Asset Backed

Andres Sandate

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8d ago1w ago

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Experts estimate that the asset-based finance (ABF) and specialty finance market represents a $40 trillion opportunity. ABF and specialty finance primarily finance things that touch our daily lives, including housing, medical/healthcare, communication, and the workplace. Additional areas include sports, media, data, education, clean energy, and manufacturing. The Asset Backed podcast by Endurance Strategies, LLC, hosted by Andres Sandate, features in-depth and timely conversations with leade ...

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The Chief Strategy Officer Podcast

Outthinker

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9d ago1w ago

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The Chief Strategy Officer Podcast brings you conversations with global executives who lead strategy to share their unique experiences in tackling complex challenges, navigating disruptive technologies, and driving impactful growth. The Chief Strategy Officer role can be lonely and misunderstood. In today's interconnected world, no single leader has all the answers. To learn more about how Outthinker's network of leading chief strategy officers can offer you time-saving solutions, trend insi ...

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CAPITAL ALLOCATORS & ADVISORS PODCAST by Datt Capital

Emanuel Datt

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6y ago6y 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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Cheeky Pint

Stripe

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4d ago4d ago

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Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.

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Alpha Exchange

Dean Curnutt

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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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Cloud 9fin

9fin

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3d ago3d ago

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Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial profess ...

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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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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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Operator Mode

Avory Team

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10M ago43w 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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All the Hacks: Money, Points & Life

Chris Hutchins

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253

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3d ago3d 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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Good Dirt: Conversations with Leaders in Real Estate & Beyond

Mike and Tom Greeley

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Welcome to Good Dirt: Conversations with Leaders in Real Estate & Beyond - interviews with some of the most interesting and respected players in the commercial real estate industry, with a focus on investors, developers, and equity allocators that are shaping the built world around us. Hosted by Mike Greeley and Tom Greeley, brothers and teammates within the Newmark capital markets platform. Because the real estate industry is hyper-connected to all sectors of commerce, we will also regularl ...

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The Aaron Katsman Show

Aaron Katsman

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4d ago4d ago

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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...

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Allo.Capital

Allo.Capital

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19d ago2w ago

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A podcast about the capital allocation layer of the tokenized internet. We are catalyzing a network of hackers, thinkers, and doers, to help fund what matters in the 21st century.

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Understanding Investing

Richard M. Smith

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5+ y ago5+ y ago

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“The noblest pleasure is the joy of understanding.” - Leonardo da Vinci Understanding investing is the key to long-term investing success. But it's not a destination. It's a journey. Listen in as your host, Dr. Richard Smith, takes you on a multi-faceted tour through the world of successful investing. Dr. Smith shares his insights from over two decades of applying his background in mathematics and systems science to investing and helping tens of thousands of individual investors manage and t ...

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Better Than B-School

Joe Wells

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1+ y ago1+ y ago

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Timeless wisdom for investors and entrepreneurs. We study the topics you didn't cover in business school—everything from deception to power, disasters to public works projects, and more—to build our mental maps, improve our judgment, and increase our effectiveness as business builders and capital allocators. Each season is an in-depth study of a specific topic, and each episode covers a different book within that topic. Our goal each season is to answer big questions, uncover common trends, ...

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The Future of Capitalism

The Vistria Group

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4y ago4y ago

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With rising income inequality, a reckoning on race, and a recognition within the business community that the status quo is unsustainable, the ultimate question becomes, what is the future of capitalism? For several years, The Vistria Group has led a dialogue in the investment community around the Future of Capitalism, recognizing that the expected and unintentional spill-over effects from the focus on profits above all have brought us to a critical and unsustainable moment. The firm has conv ...

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The Meb Faber Show - Better Investing

The Idea Farm

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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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Intelligent Wealth Podcast

Tony Byrne, Awet Ghirmay, and Carl Roberts

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8d 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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ATLalts

Andres Sandate

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4d ago4d ago

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ATLalts is a podcast for independent RIAs and accredited investors interested in learning about alternative investments, private markets, and alternative asset classes through interviews with alternative asset managers, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, private credit, infrastructure, crypto and digital assets, hedge funds, secondaries, ag- and timberland, and more specialized alternative assets such as specialty finance ...

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GLOBAL REAL ESTATE DAILY

GLOBAL REAL ESTATE DAILY

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1M ago4w ago

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Global Real Estate Daily - The daily brief for nine-figure real estate decisions. Essential market analysis for institutional investors, pension fund managers, sovereign wealth funds, and commercial real estate professionals managing global portfolios. Daily coverage includes: • Commercial real estate investment trends and cross-border capital flows • CMBS market conditions, delinquency rates, and refinancing intelligence • Central bank decisions impacting real estate financing and currency ...

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Brown Advisory CIO Perspectives

Brown Advisory

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9d ago1w ago

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Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.

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Money Maze Podcast

Money Maze Podcast

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2d ago2d ago

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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 Peel with Turner Novak

Turner Novak

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1d ago1d ago

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Exploring the world’s greatest startup stories. Get a behind the scenes look into the founding stories of your favorite companies. Learn how the industries they operate in actually work, and learn playbooks and tactics you can use to launch and scale your own business.

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Wealth Management Invest

WealthManagment Invest

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12d ago1w ago

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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...

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The Dutch Investors

The Dutch Investors

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4d ago4d ago

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Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey. Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.

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The Portfolio Construction Podcast

Netwealth Investments Limited

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1d ago1d ago

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.

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GreenPill

Kevin Owocki

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24h ago24h ago

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GreenPill is about crypto-economic systems that create positive externalities for their neighbors & for the world. We explore the intersection of programmable money, game theory, & mechanism design. We search for powerful new ways to fund, design, develop, & market regenerative web3-era applications and digital assets. We launch the meme of regenerative crypto-economics into the world. Ethereum is the ultimate substrate for human coordination. Learn about the web3 builders who are solving co ...

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In The Trenches

Steve Divitkos

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3d ago3d ago

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The only podcast dedicated exclusively to Entrepreneurs and CEOs running Small to Medium Sized Businesses (SMB). Nobody knows what it’s like to be an Entrepreneur or CEO unless you’ve been one. Though many understand the rewards of company leadership, very few understand the arduous journey that’s required to get (and stay) there. I share my own lessons as an Entrepreneur and CEO, and interview experts spanning Sales, Leadership, Mental Health, M&A, and Operations (among others) all with a s ...

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The Zurich Project: Build a Great Investment Firm - presented by MOI Global

John Mihaljevic, CFA

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6y ago6y ago

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The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...

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Turbo Impact

Turbo Net Zero

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18d ago2w ago

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Turbo Impact is a podcast by Turbo Net Zero, exploring how sustainability shapes private capital. We bring together top investors, institutional allocators, and entrepreneurs to discuss how sustainability influences investment and corporate strategies. Each episode dives into real-world insights on integrating sustainability in private capital. Turbo Impact features candid conversations with industry leaders who turn sustainability challenges into strategic opportunities and meaningful impact.

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Stock Talking

stocktalking

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3+ y ago3+ y ago

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Interviews, ideas and more on stocks.

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Newcomer Investor

Newcomer Investor

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1M ago4w ago

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🎙️ Welcome to the Newcomer Investor Channel! Here, we dive deep into the stories behind exceptional businesses and make investing fun and accessible — for everyone. Whether you’re a beginner or a seasoned investor, this podcast is designed to inspire, educate, and entertain as we explore the world of investing together. Plus, we’re sometimes joined by incredible guests and experts who share their unique insights! Connect: X: @NewcomerInvest Email: [email protected] Finchat: My ...

show series

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Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) 58:11

6d ago58:11

58:11

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I've had the opportunity to chronicle the growth of WCM over the years in conversations with Paul Black, Mike, Sanjay, and other members of the team. Paul first joined the show in 2018 when WCM …

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3 Lessons from Prosus and Tencent | The art of capital allocation 13:17

9d ago13:17

13:17

Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires. In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it. Three timeless lessons on capit…

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Data as a Differentiator: Inside Harbor Capital’s AI and Tech Strategy 26:20

17d ago26:20

26:20

In this episode of The Allocation Agenda, host Steve MacDonald sits down with Pradeep Tekkey, Chief Data Officer at Harbor Capital Advisors, to explore how data is transforming the investment management industry — and why firms that overlook it do so at their own peril. From growing up in the remote Andaman and Nicobar Islands without a television …

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Game Theory — Friday: Ark Nova — The Zoo Builder That Dethroned Legends 4:33

1d ago4:33

4:33

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 2.0. This is Game Theory. Today we're talking about Ark Nova, the zoo-building game that shot to number four on BoardGameGeek and proved that heavy euros can…

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Network Nations Ep:2- Memes & Narratives — with Douglas Rushkoff & Jordan Hall 1:04:13

24h ago1:04:13

1:04:13

New @greenpillnet / Network Nations pod out today! 🌐 Hosted by Primavera De Filippi & Felix Beer, this episode dives deep into the power of narratives and memes in shaping our political and digital realities. Joined by Douglas Rushkoff (author of Team Human) and Jordan Hall, the conversation explores how memes, culture, and technology can either re…

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Market Pulse — Friday: Week-End Wrap-Up & Forward Look 3:47

1d ago3:47

3:47

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 2.0. This is Market Pulse — Friday's numbers. Equities: • Markets rallied Friday • Dow up 0.69% to 47,960 • S&P 500 up 0.41% to 6,919 • Nasdaq up 0.80% to 24…

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Game Theory — Wednesday: Min-Maxing — When Optimization Helps vs. Hurts 5:10

1d ago5:10

5:10

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 2.0. This is Game Theory. Today we're talking about min-maxing — why we can't stop optimizing and when it helps versus when it ruins the game. Now let's get …

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Why AI Coding Will Never be 100% Autonomous, How Engineering Teams Are Actually Adopting AI, Inside the 996 Discourse, How to do Creative Marketing | Daksh Gupta, Co-founder and CEO of Greptile 1:55:10

1d ago1:55:10

1:55:10

Daksh Gupta is the Co-founder and CEO of Greptile, the AI code reviewer that understands your entire code base. Greptile just closed a $25M Series A led by Eric Vishria at Benchmark, and we get into their long and winding journey to build one of the fastest growing AI companies. Thanks to Suds at SF1 for helping brainstorm topics for the conversati…

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Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

1d ago40:15

40:15

Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…

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EP79: The great property pivot: Winners, risks, and what's next for investors - Invesco Real Estate 37:46

1d ago37:46

37:46

In this episode of the Portfolio Construction Podcast, Paul O'Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces reshaping global property portfolios - from retail's resurgence and shifting office dynamics to the rising demand for residential asse…

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Game Theory — Thursday: What Happens When You Win Game of the Year? 5:57

2d ago5:57

5:57

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 2.0. This is Game Theory. Today we're talking about Larian Studios and what happens when you create the biggest RPG of the decade. Now let's get into it. The…

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Market Pulse — Thursday: Production, Hedging & Transaction Data 3:54

3d ago3:54

3:54

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 2.0. This is Market Pulse — Thursday's numbers. Equities: • Markets mixed Thursday post-Fed decision • Dow down 0.16% to 47,632 • S&P 500 flat at 6,891 • Nas…

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Technical Debt: What it is, How Much of it You Can Live With, and How to Incorporate it into an Investment Thesis 1:26:21

2d ago1:26:21

1:26:21

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠B⁠⁠⁠⁠⁠⁠⁠⁠oulay, the industry standa…

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Episode 381: Investing 101 1:25:15

3d ago1:25:15

1:25:15

In this special Investing 101 episode, the Rational Reminder hosts—Ben Felix, Dan Bortolotti, and Ben Wilson—team up to revisit the fundamental concepts that every investor should understand before diving deep into portfolio construction or market theory. Drawing from Ben's original "Investing 101" presentation and years of client experience, the t…

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186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025) 52:17

3d ago52:17

52:17

On 30th September and 1st October 2025 we held our inaugural Money Maze Allocator Summit (MMAS). We gathered 120+ global investors & allocators - many of whom have been previous guests - for 2 days of fascinating investment discussions. It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics! The moder…

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Private credit goes up a grade 16:22

3d ago16:22

16:22

As private credit continues to grow, it is constantly looking for new ways to deploy the mountain of capital it has raised. Now that the market is of scale, it has begun to look at investment grade credit as another avenue on which to make deals. In this episode of Cloud 9fin, senior private credit reporter Peter Benson sits down with Ryan Schwartz…

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Interview w/ Nedap CEO Ruben Wegman | The end of an era 42:49

3d ago42:49

42:49

After 16 years leading Nedap, CEO Ruben Wegman is preparing to step aside out of necessity. Diagnosed with Parkinson’s disease in 2018, Ruben has decided it’s time to hand over the reins of one of the Netherlands’ most respected technology companies. In this conversation, Ruben reflects on his journey, from joining Nedap in the 1990s to transformin…

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Season 10. Episode 3: Protocols for Post-Capitalist Expression: Rethinking Capital with Akseli, Dick & Jorge 49:36

3d ago49:36

49:36

New @greenpillnet pod out today! Kevin talks with Akseli Virtanen, co-founder of the Economic Space Agency (ECSA), along with co-authors Dick Bryan and Jorge Lopez, about their groundbreaking book Protocols for Post-Capitalist Expression. They explore how capital is itself a protocol, how post-capitalism can emerge through new economic grammars, an…

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Market Pulse — Wednesday: Mid-Week Market Update 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 2.0. This is Market Pulse — Wednesday's numbers. Equities: • Markets mixed Wednesday • Dow futures up 0.15%, S&P 500 futures up 0.12%, Nasdaq futures up 0.08…

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Manager Research in Focus with CW Advisors 31:10

3d ago31:10

31:10

Recorded from the beautiful Castle Hill Inn in Newport, Rhode Island, this special episode of the Dakota Live! Podcast captures the energy and insights of the Havener Capital Partners StorySales Accelerator Capstone Event. In this conversation, host Robert Morier sits down with Evan Butler, Investment Analyst at CW Advisors, to explore the art and …

1
Family Travel on Points: Tips, Tricks and Tactics with Nick Reyes 1:25:55

3d ago1:25:55

1:25:55

#252: Chris and Nick share strategies to make family travel affordable and stress-free with points and miles. They cover how to find multiple award seats, book business class for families, and their best tips for traveling with kids, from managing jet lag and delays to finding family-friendly hotels, must-have travel gear, and more. Nick Reyes is a…

1
Real Estate Versus a Traditional Investment Portfolio 10:05

4d ago10:05

10:05

Ever wonder why financial advisors aren't all real estate tycoons? I'm pulling back the curtain on the real estate vs. traditional investment showdown. From burst pipes to market liquidity, I'll show you why your boring old stocks might be the unsung heroes of your financial future. To learn more about building wealth without becoming a landlord, t…

1
E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments 36:40

4d ago36:40

36:40

Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polari Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising …

1
Game Theory — Tuesday: The Warlock — D&D's Most Misunderstood Class 7:02

4d ago7:02

7:02

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 2.0. This is Game Theory. Today we're talking about the Warlock — D&D's most misunderstood class. Now let's get into it. The Warlock's Core Fantasy: • Power t…

1
Alex Kazan, Partner and Geopolitical Co-Lead, Brunswick Group 50:37

4d ago50:37

50:37

The global economic and geopolitical order has long been balanced by the United States. Today, however, that traditional stabilizing role is in flux. The drivers of market uncertainty, typically resulting from changes in monetary policy and the economy, are increasingly linked to US politics. Fiscal strain, tariffs, and hyper-partisanship are sourc…

1
A Look Under the Hood 28:47

5d ago28:47

28:47

In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund. Howard explores the key topics covered during the session, including determining an appropriate risk posture, selecting an investment approach, and assessing performance. While these decisions are challengi…

1
Specialty Finance Unveiled: Exploring untapped potential in this booming lending market to expand client exposure beyond direct lending strategies 1:20:24

5d ago1:20:24

1:20:24

Launched in 2019, Coromandel Capital offers flexible, non-dilutive, growth-oriented asset-based lending solutions to businesses in specialty finance, fintech, and technology-enabled sectors that generate predictable, recurring revenue. As one of the few non-bank lenders specializing in small-ticket debt capital solutions, Coromandel Capital and sim…

1
Market Pulse — Tuesday: Oil, Gas, Real Estate & Credit Numbers 2:26

5d ago2:26

2:26

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 2.0. This is Market Pulse — Tuesday's numbers. Markets: • S&P 500 futures near record territory • Fed's two-day policy meeting begins today • Rate cut expecta…

1
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea 1:16:07

4d ago1:16:07

1:16:07

Description Casey Handmer is the founder of Terraform Industries, who is developing a machine that makes synthetic natural gas from sunlight and air. He joins the podcast to explain his solar maximalist worldview, why he believes solar costs will drop another 10x, and the core physics that doomed Hyperloop from the start. They also discuss the less…

1
Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

4d ago1:04:25

1:04:25

Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …

1
Niche Alpha: Finding Value Beyond Traditional Private Markets 38:07

4d ago38:07

38:07

Are you still chasing crowded private equity deals, or have you discovered the niche sectors banks won't touch? In Episode 5 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Eric Farls, Senior Portfolio Manager at Maryland State Retirement and Pension System, about the pension fund's strategic pivot from tradit…

1
Game Theory Monday: The Eldar, Living with the Consequences of Hubris 6:24

5d ago6:24

6:24

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 2.0. This is Game Theory Today we're talking about the Eldar and what happens when an entire civilization faces the consequences of its own arrogance. The Fal…

1
Is US Stock Market Wealth a Reflexive Risk? 24:05

5d ago24:05

24:05

Loyal listeners, I hope your recent days have gone well, even if they are becoming shorter. On my mind – and where I hope to engage your interest for 20 odd minutes – is the topic of risk and uncertainty. The SPX is at an all time high and it is also highly concentrated with volatile and richly valued but uncorrelated tech behemoths. That’s very un…

1
Tranche Talk — Navigating CLO demand through regulatory changes with PGIM’s Edwin Wilches 49:59

6d ago49:59

49:59

In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs Tanvi Gupta, talks with Edwin Wilches, Co-head of Securitized Products at PGIM. They talk about how securitization is the key component in Europe’s growth agenda, how more work needs to be done for Solvency II, the evolution of insurance demand, relative value and the…

1
Market Pulse — Monday: Weekly Market Overview 3:00

5d ago3:00

3:00

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 2.0. This is Market Pulse: Monday's numbers. Oil: • WTI trading $60.77 to $61.77, down 1.10% • Brent ranging $64.60 to $66.37, up 0.13% • Prices consolidatin…

1
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) 1:04:35

6d ago1:04:35

1:04:35

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year …

1
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) 56:03

6d ago56:03

56:03

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock …

1
ASML: The Irreplaceable Engine of Modern Chips | Intelligent Wealth Podcast 31:05

7d ago31:05

31:05

ASML (AMS/NASDAQ: ASML) powers the world’s most advanced chips. In this episode of the Intelligent Wealth Podcast, Tony Byrne (Fund Manager), Carl Roberts (Fellow Director) and Awet Ghirmay (Head of Research) break down ASML’s EUV monopoly, why TSMC/Intel/Samsung depend on it, the 70/30 revenue mix (systems vs services), backlog, buybacks, valuatio…

1
Game Theory — Friday: Gloomhaven — The Board Game That Revolutionized Tactical Combat 4:49

8d ago4:49

4:49

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 2.0. This is Game Theory — Gloomhaven: The Board Game That Revolutionized Tactical Combat What Makes Gloomhaven Special • 20-pound box of strategic depth with…

1
Unlocking the Secrets of Specialty Finance with Coromandel Capital's Co-Founder and Managing Partner, Rob McGregor 1:20:25

8d ago1:20:25

1:20:25

Launched in 2019, Coromandel Capital provides flexible, non-dilutive, growth-oriented asset-based lending solutions to specialty finance, fintech, and technology-enabled businesses with predictable, recurring revenue. One of a handful of non-bank lenders focusing on small-ticket debt capital solutions, Coromandel Capital and its peers, willing to d…

1
Network Nations Ep:1- Building Trust at Scale — A New Season with Primavera & Felix Beer 1:01:21

8d ago1:01:21

1:01:21

New @greenpillnet season out now! 🌐 Hosted by Primavera De Filippi and Felix Beer, this episode kicks off a new Greenpill Mini-Series exploring Network Nations — translocal communities that use technology, shared culture, and bottom-up governance to organize beyond borders. They discuss how Network Nations differ from Network States, the roots of t…

1
Market Pulse — Friday: Week-End Wrap & Forward Look 2:39

9d ago2:39

2:39

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 2.0. This is Market Pulse — Friday's Numbers Equities Holding Steady • S&P futures at 6,796, up 0.29% • Dow at 46,947, up 0.07% • Nasdaq at 25,357, up 0.86% •…

1
Mebisode: When to Sell 16:23

8d ago16:23

16:23

In today’s Mebisode, Meb reads his latest paper, “When to Sell?” ----- Follow Meb on⁠ ⁠⁠X⁠,⁠ ⁠⁠LinkedIn⁠ and⁠ ⁠⁠YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ ⁠⁠cambriainvestments.com⁠ ----- Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ --…