Non-profit FCLTGlobal interviews today's leaders in global business and investing to discuss how they are running their companies for the long term, on issues including capital allocation, risk management, climate change, sustainability, and more. Hosted by Sarah Keohane Williamson, CEO of FCLTGlobal. To learn more, visit FCLTGlobal.org.
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Infrastructure Capital Allocation Podcasts
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The AI boom isn't constrained by chips, algorithms, or talent. It's constrained by electricity. The Power Allocation is a daily briefing on AI infrastructure — where capital is actually being deployed. Each episode cuts through the hype to examine the physical realities shaping the AI buildout: power constraints, grid interconnection, land acquisition, data center financing, cooling infrastructure, and utility relationships. This isn't a software podcast. This is an infrastructure podcast. W ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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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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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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Why Compute Is Constrained by Electricity, Not Chips
3:03
3:03
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3:03The GPU shortage narrative is fading. The real constraint on AI compute is electricity — and it's not even close. Chip fabrication is scaling — TSMC, Intel, and Samsung are investing billions. But grid capacity doesn't scale like silicon. A single NVIDIA H100 draws 700 watts. AI training clusters now exceed 100 megawatts. Goldman Sachs projects 165…
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Market Pulse — Tuesday: Oil, Gas, Real Estate & Credit Numbers
3:08
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3:08Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Tuesday's numbers. Final trading day of 2025. Oil • Mixed on year-end session • Brent rose 0.33% to $61.69 • WTI fell…
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AI Is a Power Problem, Not a Software Problem
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3:01
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3:01The AI boom is not constrained by chips, algorithms, or talent. It's constrained by electricity. Capital is moving accordingly. In this episode, we examine why AI facilities require 50-150 kilowatts per rack versus 10-15 kilowatts for traditional computing, why developers face 5-7 year grid interconnection delays, and how Microsoft and Meta are dep…
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Game Theory — Monday: The Blank Gene — Soulless Humans Who Terrify Daemons
3:22
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3:22Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking the Blank Gene — soulless humans who terrify daemons. Now let's get into it... What Are Blanks? • …
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Market Pulse — Monday: Weekly Market Overview + Data
3:22
3:22
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3:22Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Weekly market overview and data. Year-end positioning underway as markets close out strong 2025. Oil • Rebounded Mond…
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Game Theory — Friday: Pandemic Legacy Season 1 — The Board Game That Destroys Itself
3:42
3:42
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3:42Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking Pandemic Legacy Season 1 — the board game that destroys itself. Now let's get into it... What Make…
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Market Pulse — Friday: Week-End Wrap-Up & Forward Look
3:13
3:13
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3:13Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Week-end wrap-up and forward look. Week ending strong despite holiday volatility. Oil • Held gains Friday • Brent ste…
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Game Theory — Thursday: This Week's Hottest Gaming News
2:31
2:31
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2:31Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking this week's hottest gaming news. Now let's get into it... Let's celebrate the holiday season with …
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Market Pulse — Thursday: Oil, Gas, Real Estate & Credit Numbers
3:21
3:21
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3:21Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Thursday's numbers. Oil • Brent rose 0.97% to $62.84 • WTI gained 1.09% to $58.99 • Both benchmarks rebounded after h…
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Game Theory — Wednesday: E.T. the Extra-Terrestrial for Atari — Gaming's Worst Disaster
2:52
2:52
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2:52Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking E.T. the Extra-Terrestrial for Atari. Gaming's worst disaster. Now let's get into it... The Setup …
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Market Pulse — Wednesday: Mid-Week Market Update
3:11
3:11
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3:11Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Mid-week market update. Merry Christmas. Markets closed for the holiday. Here's where we stand. Oil • Brent fell 0.2%…
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Game Theory — Tuesday: The Peasant Railgun — Physics-Breaking D&D Exploits
3:04
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3:04Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking the Peasant Railgun. Physics-breaking D&D exploits. Now let's get into it... The Peasant Railgun P…
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EQT's Jean Eric Salata - reflections on leadership, culture, and values from one of the world's largest investment firms
32:03
32:03
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32:03It all comes back to the DNA. The firms that know who they are will know who to be. You can learn a lot about an investment firm by listening to what they say. Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say. The first season of The DNA stars EQT. In…
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Alts Pulse Ep. 18: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano
18:53
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18:53Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth managemen…
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Market Pulse — Tuesday: Oil, Gas, Stock, Real Estate & Credit Numbers
3:21
3:21
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3:21Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Market Pulse. Tuesday's numbers. Oil • Brent rose 0.18% Monday to $62.18 • WTI fell 0.03% to $57.99 • Spread widened to $4.19 • Geo…
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Game Theory — Monday: The Blank Gene — Soulless Humans Who Terrify Daemons
2:44
2:44
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2:44Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking the Blank Gene — soulless humans who terrify daemons. Now let's get into it... What Are Blanks? • …
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Market Pulse — Monday: Oil, Gas, Stocks, SOFR & Real Estate Numbers
4:09
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4:09Welcome 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 crude fell 0.30% to $57.27 per barrel • Brent crude rose 0.13% to $61.20 • Double bottom chart pattern…
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EQT's Conni Jonsson - building a global private equity firm the Nordic way
25:53
25:53
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25:53It all comes back to the DNA. The firms that know who they are will know who to be. You can learn a lot about an investment firm by listening to what they say. Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say. The first season of The DNA stars EQT. In…
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Game Theory — Friday: Terraforming Mars — Building an Engine to Reshape a Planet
7:17
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7:17Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com... I'm your host, Justin two-point-oh... This is Game Theory. Today we're talking Terraforming Mars. A board game about competing corporations reshaping an entire planet. Now let's…
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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 psychology of speedrunning. Now let's get into it. The Appeal of Mastery • Speedrunning is about owni…
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Game Theory — Thursday: This Week's Hottest Gaming News
5:58
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5:58Welcome 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 — This Week's Hottest Gaming News Warhammer 40K Momentum • World Championships preview event wrapped with electric energy • Competiti…
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Market Pulse | Thursday's Numbers: Dow Slips, Nasdaq Holds, S&P 500 Near Records
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2:31In today’s Market Pulse, we break down the latest moves across energy, rates, equities, and real estate as markets navigate late-year uncertainty. WTI crude traded near $56 per barrel while Brent hovered just under $60, reflecting continued pressure from oversupply concerns and technical positioning heading into 2026. Natural gas prices moved highe…
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Game Theory — Wednesday: The Evolution of Open-World Games — From Zelda to Elden Ring
7:34
7:34
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7:34Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — The Evolution of Open-World Games: From Zelda to Elden Ring The Original Legend of Zelda (1986): Revolutionary Freedom • Revolutionary for one simple reason: it let you choose • Didn't have to follow pr…
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Market Pulse — Wednesday: Oil, Gas, Credit, Stocks & Real Estate Mid-Week Update
3:39
3:39
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3:39Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Market Pulse — Wednesday's Numbers Oil Markets • WTI Crude: $56.50 per barrel (up 2.23%) • Brent: $60.14 (up 2.06%) • Oil prices rebounded more than 1% after hitting multi-year lows earlier in the week • Recovery cam…
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Game Theory — Tuesday: D&D Module History — From Death Traps to Balanced Narratives
6:49
6:49
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6:49Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — D&D Module History: From Death Traps to Balanced Narratives The Brutal Era: Tomb of Horrors (1978) • Gary Gygax wrote Tomb of Horrors not to make a fun adventure, but to kill characters systematically a…
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Market Pulse — Tuesday: Oil, Gas, Credit, Stocks & Real Estate Numbers
3:17
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3:17Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Market Pulse — Tuesday's Numbers Oil Markets • WTI Crude: $55.80 per barrel (down 1.79%) • Brent: $59.65 (down 1.50%) • Oil prices hit multi-year lows as oversupply concerns dominate • Market faces deteriorating dema…
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Game Theory — Monday: The Butcher's Nails — Angron's Curse
6:35
6:35
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6:35Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — The Butcher's Nails: Angron's Curse Angron's Origin • Born superhuman, a demigod, one of the Emperor's 20 Primarchs • Meant to conquer worlds and lead armies • Intelligence to strategize, strength to le…
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S8E3: Karl Kuchel on the Infrastructure Supercycle
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39:21
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39:21On this episode of the Going Long Podcast, Sarah Williamson speaks with Karl Kuchel, Chief Executive Officer of Macquarie Infrastructure Partners and Head of Infrastructure Americas at Macquarie Asset Management. Kuchel explains why infrastructure is in a sustained “supercycle,” driven by energy transition, digitalization, and shifting supply chain…
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Game Theory — Friday: Underwater Cities — Building the Ocean's Greatest Civilization
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5:38Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — Underwater Cities: Building the Ocean's Greatest Civilization Introduction • Underwater Cities designed by Vladimir Suchy (one of the most respected heavy Euro designers in the world) • Not a light game…
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Market Pulse — Friday: Oil, Gas, Credit, Real Estate & Stocks Week-End Wrap
6:28
6:28
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6:28Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Market Pulse — Friday's Numbers Oil Markets • WTI Crude: $70.08 per barrel (up 0.4%) • Brent: $73.91 (up 0.5%) • WTI-Brent spread: $3.83 • Oil prices gained ground as markets assessed supply dynamics heading into yea…
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Game Theory — Thursday: This Week's Hottest Gaming News
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4:03Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — This Week's Hottest Gaming News Microsoft Xbox Layoffs • Major layoffs at Xbox Game Studios affecting Bethesda, 343 Industries, The Coalition • Part of broader restructuring following Activision Blizzar…
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Market Pulse — Thursday: Oil, Gas, Real Estate, Stocks, & Credit Numbers
5:09
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5:09Welcome 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 Oil • WTI Crude: $57.65/barrel, down 1.43% • Brent Crude: $61.49, down 1.16% • Oversupply concerns dominate; pr…
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Vista Equity Partners' David Breach - building a software investing powerhouse in the age of AI
51:58
51:58
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51:58Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager. We sat down in Vista’s NYC office with David Breach, Vista’s President and Chief Operating Officer. David sits on Vista’s Executive Committee, the firm’s governing and decisio…
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#20—From Founder-Led to Function-Led: Scaling Strategy with Michael Drexler
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35:03Today’s guest is Michael Drexler, Chief Strategy Officer at Brightstar Capital Partners, a private equity firm that invests in closely held, middle-market businesses and helps them scale into professional, process-driven organizations. Michael’s career spans leadership roles across investment banking, global strategy, and private equity—from Barcla…
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Game Theory — Wednesday: The Psychology of Loot Boxes and Gacha Mechanics
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4:46Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — The Psychology of Loot Boxes and Gacha Mechanics What Are Loot Boxes and Gacha Systems? • Loot box: virtual item containing randomized rewards • Pay real money or in-game currency to open, get random se…
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Market Pulse — Wednesday: Mid-Week Market Update
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5:07Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Market Pulse — Wednesday's Numbers Oil Markets • WTI Crude: $58.38 (up 0.2%) • Brent: $62.21 (up 0.43%) • WTI-Brent spread: $3.83 • Oil prices remained under pressure from global oversupply concerns • U.S. crude prod…
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Game Theory — Tuesday: The Paladin — Oaths, Smites, and Divine Justice
8:35
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8:35Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — The Paladin: Oaths, Smites, and Divine Justice What Is the Paladin? • One of D&D's most iconic classes • Holy warriors, champions of justice, divine instruments of vengeance • Combine martial prowess wi…
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Market Pulse — Tuesday: Oil, Gas, Real Estate & Credit Numbers
4:18
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4:18Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Market Pulse — Tuesday's Numbers Oil Markets • WTI Crude: $68.37 (up 1.2%) • Brent: $72.09 (up 1.1%) • WTI-Brent spread: $3.72 • American Petroleum Institute crude inventory draw: 4.7 million barrels (larger than exp…
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ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe
47:29
47:29
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47:29Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed at ING’s HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth managem…
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Game Theory — Monday: The Tyranids — Why This Episode Matters
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7:24Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Monday's Game Theory — The Tyranids: Why This Episode Matters Introduction • Topic illustrates fundamental truths about strategy, survival, and facing overwhelming odds • Comes from Warhammer 40,000 • Deep dive on th…
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Market Pulse — Monday: Weekly Market Overview & Data
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10:58Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Market Pulse — Monday's Numbers Oil Markets • WTI: $59.58 (down 0.84% from Friday) • Brent: $63.04 (down 1.12%) • WTI-Brent spread: $3.46 • Pulled back slightly after approaching two-week highs • Geopolitical tension…
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Game Theory — Friday: Yedo — The Deluxe Master Set
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5:04Welcome 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 — Yedo: The Deluxe Master Set What is Yedo? • Worker placement game set in feudal Japan (circa 1605) • Control a clan seeking influen…
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Market Pulse — Friday: Week-End Wrap-Up & Forward Look
2:32
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2:32Welcome 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. Oil • WTI closed at $68.30, Brent at $72.39 • WTI-Brent spread sits at $4.09 • Oil prices gained ground this we…
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Game Theory — Thursday: This Week's Hottest Gaming News
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7:34Welcome 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 this week's hottest gaming news. Now let's get into it. The Game Awards 2024 Highlights • Astro Bot wins Game o…
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Market Pulse — Thursday: Oil Surges on Russian Sanctions
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8:24Welcome 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 • Futures down Thursday morning • Dow futures fell 88 points, down 0.25% • S&P 500 futures dipped 0.03…
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Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return"
54:28
54:28
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54:28Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York. Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience. Armen,…
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Game Theory — Wednesday: Worldbuilding 101 — Creating Believable Fantasy Worlds
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8:30Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — Worldbuilding 101 What Is Worldbuilding? • Art of creating believable, immersive fictional worlds • Foundation of every great fantasy story—novels, D&D campaigns, video games • Well-built world feels re…
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Market Pulse — Wednesday: Mid-Week Market Update
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8:53Market Pulse — Wednesday, December 3rd Oil & Gas • WTI crude: $69.98/barrel (+2.66%), consolidating ahead of OPEC+ meeting • Brent crude: $73.67/barrel (+2.39%), $3.69 spread to WTI • Permian Basin: Record 6.3M bpd (47% of U.S. production), rig count at 302 (lowest since Q4 2021) • Natural gas: $4.94/MMBtu (+2.04%), three-year high driven by cold w…
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Game Theory — Tuesday: Dungeon Modules — The Backbone of D&D
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7:39Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. This is Game Theory — Dungeon Modules What Are Dungeon Modules? • Pre-made adventures for Dungeons & Dragons • Complete scenarios with maps, encounters, NPCs, treasure, and story • Buy a module, read it, run it for your play…
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