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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Welcome to the Finance Show with Joe hosted by It’s Simple founder, Joseph Daoud. We chat about the financial issues facing ordinary Australians from managing the cost-of-living to investment strategies in order to help you make more informed financial decisions. Join us as we discuss finance, mortgages and home buying in Australia! Follow us on our pages; www.itssimple.com.au Instagram: @itssimplefinance Instagram: @thefinanceshowwithjoe Linkedin: www.linkedin.com/company/itssimple
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M&A Science

Kison Patel

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M&A Science, hosted by Kison Patel (Founder & CEO of DealRoom), is your go-to podcast for mastering the art of mergers and acquisitions. Each week, Kison and his expert guests from leading brands like Xerox, FastLap, and Cisco dig deep into real-world M&A strategies, offering actionable insights to optimize your M&A practice. Whether you're an experienced practitioner or new to the field, M&A Science provides practical advice on key topics like sourcing, due diligence, integration, divestitu ...
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A podcast all about funding your property developments and investments creatively and as effectively as possible! Michael Primrose is ‘The Property Finance Guy’ and has raised over £250 million in Mortgages, Bridging Loans and Development Finance. Helping Clients to fund deals with as little input as possible. This podcast will cover deal structure, products and strategy. All the while dropping golden nuggets to help you be as successful as possible.
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This podcast will guide traders through proven options income strategies to generate consistent 1% weekly returns, helping them transition from a job to financial independence. Target Audience: Professionals looking to replace their income with options trading, beginners seeking a structured approach, and traders struggling with consistency.
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at [email protected].
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Show Me The Money

Floyd Financial Group

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Listen as Randy and Jake Floyd share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows to listen on-demand,
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In-depth interview podcast with leading corporate governance experts, including world-class founders, scholars, board members, executives, investors and more. The content is structured as a long-form conversation to explore not only the latest corporate governance trends, but also to get some personal insights from some of the best and brightest minds behind America's boardrooms.
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Get an inside look at the world of securitization with Fitch Ratings’ Structured Finance in Focus podcast series – join our expert analysts each month for the insights you need to navigate the latest developments across CLOs, ABS, CMBS, RMBS and more.
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Official Podcast of the Dentists Who Invest platform. Talking all things investing, money and finance with a dental spin. Have you ever wondered how you can grow your wealth and protect your hard earned money as a Dentist? We've got you covered. Featuring famous guests such as Andrew Craig, Edward Zuckerberg and Benyamin Ahmed we delve deep into EVERY aspect of finance to educate and empower ALL Dentists.
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The Freshly Squeezed Podcast by ARC Analytics is hosted by Tom Lemmon. It’s a fast, informative and engaging interview with the most interesting people in structured finance. Alongside the Freshly Squeezed ABS Newsletter, the aim is to provide you with everything you need to stay up to date in securitization. The podcast will hear from Bankers, Investors, Originators and a range of other market participants, including trade associations, lawyers and regulators. If you’d like to be a future g ...
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The Introduction to Artificial Intelligence (Audio Course) provides a comprehensive, audio-first journey through the foundations, applications, and future directions of AI. Listeners will explore how machines learn, reason, and act, with episodes covering technical concepts, industry use cases, ethical issues, and global impacts. Designed for students, professionals, and career changers alike, this course delivers clear, structured insights that make AI accessible and relevant across domains ...
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The Real Money Pros

The Real Money Pros

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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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Newcomer Investor

Newcomer Investor

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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 ...
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The MoonCast

Sanad & Razin

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The MoonCast – Mapping the Future of Digital Assets Step into the world of digital finance, corporate governance, compliance and innovation with The MoonCast. Hosted by Sanad Karkar and Razin Nizar, this podcast unpacks the transformative shifts in governance, from traditional public companies to DAOs, security tokens, stablecoins and beyond. With expertise spanning compliance, business strategy, and international law, Sanad and Razin bring a fresh perspective to the complex terrain of block ...
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Following the success of Damian Collins’ Amazon Best-Selling book, Property Investing Roadmap: How to build an income from property for life, this podcast uncovers the world of property investing through engaging conversations and expert insights. Join host Damian Collins as he guides you through the full spectrum of property-related choices, from how to buy your first rental property through to sophisticated strategies such as leveraging equity, property development, and diversifying a port ...
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Decisions, Decisions

The Black Effect and iHeartPodcasts

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Welcome to "Decisions, Decisions," the podcast where boundaries are pushed, and conversations get candid! Join your favorite hosts, Mandii B and WeezyWTF, as they dive deep into the world of non-traditional relationships and explore the often-taboo topics surrounding dating, sex, and love. Every Monday, Mandii and Weezy invite you to unlearn the outdated narratives dictated by traditional patriarchal norms. With a blend of humor, vulnerability, and authenticity, they share their personal jou ...
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Entrepreneur, among other things... “A human being should be able to change a diaper, plan an invasion, butcher a hog, write a sonnet, balance accounts, build a wall, comfort the dying, take orders, give orders, cooperate, act alone, cook a meal, fight efficiently, and die gallantly. Specialization is for insects.” ― Robert A. Heinlein I talk to the most interesting people we can find in business, finance, science, art, technology, and human improvement and try to learn from them.
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The Business Beauty Network is where business meets beauty. Hosted by Brandi Taylor. Brandi is an entrepreneur with over 16 years in the beauty industry. She has a passion for both business and beauty. We want to share business and motivational tools. From marketing and branding, to finance and occasionally lipstick. Our goal is to shine a light on successful beauty and business professionals. Through thought-provoking and inspirational conversations and interviews. Join us weekly and subscr ...
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Law Days & Lattes

Sidney Eckman Wheelan

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Welcome to Law Days & Lattes, a unique blend of law, business, and a warm cup of wisdom. Your host, Sidney Wheelan, is not just an attorney but also a real estate investor and entrepreneur. This podcast is your one-stop source for legal insights, business strategies, and so much more. Whether you’re a seasoned professional, an ambitious entrepreneur, or someone seeking guidance, Law Days & Lattes is the podcast for you. We aim to empower our listeners with valuable business strategies and in ...
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Welcome to Passive With Property, the podcast that shows you how to turn smart property moves into lasting wealth. Hosted by Dragan Dimovski, Qualified Property Investment Adviser and seasoned buyer’s agent with over 20 years’ experience, this show cuts through the hype and headlines to deliver clarity, direction, and proven strategies that actually work in today’s Australian property market. You’ll hear tactical insights, suburb deep-dives, finance strategies, and candid conversations with ...
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Welcome to "Business Finance Mastery," the ultimate podcast hosted by Cameron Wright from Bushido Finance. Whether you're a business owner or an individual looking to enhance your finance prowess, this podcast has you covered. Tune in for experty insights, tips and valuable advice to master the art of finance and achieve your financial goals. Produced by PodPro Australia
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Empower everyone to be able to invest or ask their financial advisors the right questions about their investment. We look at the world through a structural growth lens. We focus on sectors that are not dependent on the vagaries of the economic cycle but rather on long term trends helping to shape financial markets. We look at companies in sectors that cater to a growing global population, to demographics trends and to automation amongst many. Our story emanates from running large family offi ...
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Exclusive interviews and analysis from The Banker covering the latest trends and developments in the financial services world. Senior level banking experts share their insights regarding capital markets, structured finance, risk management, transaction banking, ESG and green finance, trade and project finance, technology, and management and governance issues. Hosted on Acast. See acast.com/privacy for more information.
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The Matthews Podcast

Matthews Real Estate Investment Services

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Matthews Real Estate Investment Services™, a commercial real estate investment services and technology firm, presents the Matthews™ Podcast. A podcast dedicated to providing you with professional insight on the latest news, trends, and topics impacting the commercial real estate industry. The podcast delves into the world of commercial real estate, arming brokers, investors, developers, leasing agents, and capital market professionals with the information necessary to take their business to ...
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Exclusive Guest Interviews your front-row seat to the real-world playbook of creative real estate investing. Each week, host Michael Riordan sits down with deal-makers who thrive outside the conventional mortgage box—think subject-to specialists, seller-finance pros, lease-option architects, note investors, master-lease tacticians, and more. Behind The Scenes Stories Pulls back the curtain on our guests creative real-estate deals, revealing the late-night negotiations, surprise setbacks, and ...
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The Securitization Podcast delivers real-world success stories, interesting investment strategies, and expert insights from industry leaders in securitization. Whether you're selecting assets, managing risk, or optimising performance, you'll gain actionable takeaways to refine your approach and drive results.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Welcome to this podcast series from Cummings Pepperdine. Cummings Pepperdine advises on the three key areas of law, tax and FCA in alternative assets. Each Pep Pod looks at one or more of these areas of advice, with the aim of providing our listeners with useful updates, insights and information which will help your business. If you have any questions, just get in touch with us. Our contact details are all on our website, cummingspepperdine.com. Enjoy the Pod!
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Hosted by Aaron Johnson and Xhensila Pisha of the Structured Finance team, our new Securitization Spotlight podcast series brings you the insight you need to keep on top of corporate and consumer debt securitization markets. From the impact of an evolving regulatory landscape and the ongoing recovery from the pandemic, to the ongoing effects of lower-for-longer interest rates and investors’ growing focus on ESG considerations, Aaron, Xhen and their guests will deliver the analysis that matters.
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Opportunity Awaits

Aaron Henriques

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I'm Aaron Henriques, a British expat, business investor and entrepreneur who buys simple businesses. I own multiple businesses in the UK and Dubai and am a former police officer. Ready to transform your financial journey and build wealth? You're in the right place! Subscribe for expert Dubai expat tips and join our Opportunity Awaits podcast community. Here, I share my own real-world, no-nonsense, ad-free insights to empower you to seize lucrative opportunities in business and investing. Be ...
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Chrissi Sanders takes you behind the scenes with business leaders across industries. She breaks down the latest moves in business, finance and real estate. Coffee with Chrissi covers mindset, productivity, entrepreneurship, finance, real estate, marketing and more.
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In this episode, Tiago Fernandes, Head of Structured Products at SPi, joins Stefan Wagner to discuss the evolution of structured product markets across Europe, Asia, and North America, and what will shape their future. From capital protection and tax incentives to data transparency, regulation, and lifecycle automation, Tiago provides a rare global…
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Next in the mini-series we have Part 4 - All around structuring your deals in the right way for finance! You can also watch on YouTube: https://youtu.be/hDsRLf8yFJU ▶︎ Website - www.thepropertyfinancecollective.co.uk ▶︎ The Host - With a passion for creative finance and the ability to structure deals for Finance, I love helping first time Developer…
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Joseph Chalom joined SharpLink as Co-Chief Executive Officer, bringing with him over 20 years of institutional leadership at the intersection of traditional finance and digital assets. As former Managing Director and Head of Strategic Ecosystem Partnerships at BlackRock, Joseph was instrumental in driving the firm’s global strategy across digital a…
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“And, Not Or — Is This the Wrong Paris?” In this week’s episode of Law Days and Lattes, host Sidney Wheelan, founder of the Wheelan Law Firm, reflects on finding meaning in life’s unexpected detours and what a new romantic comedy, The Wrong Paris, can teach us about balance, gratitude, and growth. When the film’s main character discovers that her d…
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Join Shana Orczyk Sissel, founder and CEO of Banríon Capital Management, as she discusses the ins and outs of structured notes and buffer funds with Vinay Tolia, CEO of Marine Layer Advisors. In this episode of 'What's the Alternative Podcast,' learn about the growing trend of defined outcome vehicles in the investment space, including their comple…
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Stefan Williams - Vice President of Corporate Development and Snowflake Ventures at Snowflake Stefan Williams, Vice President of Corporate Development and Snowflake Ventures at Snowflake, leads the company's acquisition strategy, corporate venture capital, and startup accelerator programs. In this episode, Stefan takes us inside Snowflake's discipl…
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This week Mandii & Weezy are joined by comedian Dustin Ross of The Friend Zone podcast. From debating which city has the “best hoes” to reflecting on gratitude and truth-or-dare confessions about surprising turn-ons. The trio dives into hygiene talk — from back hair and toe polish debates to teaching men how to step up their grooming game. Things g…
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Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they’ve leapfrogged GPU limits in inference, opera…
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Hantao Yuan is Co-Founder of Moku, and serves as Moku's marketing growth chief and community strategist. He has been acquiring creators and users for over a decade for game publishers and gaming brands. He has also sold his own esports team through M&A to Overtime sports, and advised 2 other teams through M&A. Moku is backed by a world-class team o…
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The Brilliant World of FX is a new series by Deutsche Bank’s FX research team where they actively debate the global macro and currency outlook. In this second episode, George Saravelos (Global Head of FX Research) moderates a discussion between Sanjay Raja (Chief UK Economist and Deputy Head of UKI Research) and Shreyas Gopal (Senior FX Strategist)…
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Send us a text Summary In this episode of Replace Your Income with Options, Casey Stubbs and Rena Friedman-Watz discuss the intersection of podcasting and options trading. They explore the concept of 'golden handcuffs' in corporate life, the challenges of achieving work-life balance, and the journey of monetizing a podcast. ++++++++++ Got a $50,000…
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Ketty Slonimsky is Chief Growth Officer at Palta, the platform behind apps like Flo (the #1 female health app with 77M+ MAU), Simple, and Zing AI, where she leads a centralized growth function across the portfolio. She was previously first VP Product & Growth at HeliosX (£900M+ ARR, bootstrapped D2C healthtech), has advised companies like SonderMin…
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Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/ ——————————————————————— Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/heres-how-to-get-more-patients-and-minimise-white-space-with-marius-satraru ——————————————————————— Em…
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In this week’s episode of The TreppWire Podcast, we analyze what recent developments mean for commercial real estate (CRE), starting with the U.S. government shutdown. We explore its potential economic impact, how long it could last, and what historical shutdowns suggest for CRE. We continue the ongoing conversation about AI, including Accenture la…
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The biggest mistake parents make? Waiting too long to teach their kids about money and property. Amanda Calabria — Co-Host of the Buyers Agency Australia Podcast — shares how to give your kids a head start in the property game. Because here’s the truth: the earlier they learn, the easier it is to build wealth. But if you delay, they’ll be stuck fig…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. Lyn picks up where Luke Gromen left off last week, sharing her views on what it would take to actually stop this train. http://bit.ly/48djn2y 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4pSOuGU ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fc…
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VettaFi’s Head of Research Todd Rosenbluth discussed the Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of the…
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AGENDA: 03:58 Understanding Burn Multiples and Capital Efficiency in an AI World 11:54 What Metrics Founders Need to Focus on in a World of AI 19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound 33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? 36:35 OpenAI Needs the Same Energy as Japan… WTF! 41:09 How Can …
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Sam McIngvale is the Head of Product at OP Labs, a core development team supporting Optimism’s OP Stack. Prior to joining OP Labs, he co-founded wallet infrastructure provider Turnkey and was Head of Product for Coinbase Custody. Sam studied Computer Science at Northwestern University. In this conversation, we discuss: - Optimism’s OP Stack - Movin…
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Welcome back to the Business Beauty Network Podcast, where business meets beauty! In this real talk solo episode, your host Brandi Taylor gets transparent about her personal journey of setbacks, doubts, and rediscovering her true calling in the beauty industry. After nearly six years of podcasting, Brandi opens up about moments when she considered …
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(0:00) Intro (1:36) About the podcast sponsor: The American College of Governance Counsel (2:23) Start of interview (3:11) Brad's origin story (4:54) Venture Capital Beginnings (5:39) The Rise of the Internet (8:10) His role in Softbank Technology Ventures and later Mobius Venture Capital. Reference to Heidi Roizen E6, E108 and E116 (12:26) Transit…
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Send us your questions [email protected] Follow the hosts on social media Weezy @Weezywtf & Mandii B @Fullcourtpumps and follow the Decisions Decisions pages Instagram @_decisionsdecisions “No Holes Barred: A Dual Manifesto Of Sexual Exploration And Power” w/ Tempest X! Link Don't forget to tag #decisionsdecisions or @ us to let us know what y…
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In this episode, we sit down with Clay Carter, a dynamic leader and entrepreneur who shares his incredible journey from a rapid ascent through the corporate ranks at Whole Foods Market to launching his own successful outdoor brand, Split Ridge Outfitters. Clay dives deep into the high-stakes world of retail leadership, discussing the steepest learn…
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The biggest property gains often come from the most boring moves—and that’s exactly where Steve Palise thrives. We sit down with the engineer‑turned‑buyers’ advocate and author to dismantle catchy myths, unpack the fundamentals that actually drive returns, and show how to pick between residential, commercial, and development without getting lost in…
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Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on September 29th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. Disclaimer: The content in …
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In our new Securitized Markets podcast, Deutsche Bank research strategists discuss relevant themes across the US securitized markets. In this episode we discuss residuals, the first loss tranche that offers investors both the highest level of risk and the greatest return. We provide context on the current state of the market, and a look forward ove…
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Hilary Shirazi - Head of Corporate Development at Notion Hilary Shirazi, Head of Corporate Development at Notion, brings over a decade of M&A experience from LinkedIn, Pinterest, and Zendesk to discuss building corporate development strategy at high-growth tech companies. She shares her proven deal thesis methodology, the "Four T's" framework for c…
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Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/ ——————————————————————— Collect unlimited free verifiable CPD for UK Dentists here >>> https://www.dentistswhoinvest.com/videos/what-corporate-structure-should-i-use-for-my-dental-practice-with-ray-goodman ——————————————————————— …
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On this episode, we draw surprising parallels between woodworking mishaps and managing your 401(k)—showing how even tiny mistakes can turn into big problems over time. We dive into the hidden impact of investment fees, the importance of planning for risk versus reward, and how small tweaks in fund selection can make a massive difference for your re…
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In this episode, Mandii and the crew dive into the messy, hilarious, and sometimes raw realities of dating, podcast fame, and everything in between. They kick things off with the problems TikTok has created for younger audiences before jumping into those awkward moments at functions when someone you’ve slept with might be in the room. Deante opens …
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Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA’s most formidable challengers. Previously at Google, Jonathan led the team that built the first Tenso…
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Alex Shevchenko is the Co-Founder of Aurora & Defuse, pioneering next-gen UX with Intents and Chain Signatures for an agentic, user-first future. Defuse Labs develops NEAR Intents to enable seamless cross-chain interactions in an automated world, connecting AI, services, and financial applications. Alex is on a mission to make blockchain invisible,…
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James Gibson is Head of Revolut Business. Under his leadership, Revolut Business now processes over $33 billion in monthly transaction volume and generates more than $1BN in annualised revenue. AGENDA: 04:10 Is Consulting the Worst Background for Aspiring PMs 07:09 How Revolut Hires for it’s Product Team 17:21 How Revolut Sets Goals: What Works, Wh…
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Send us a text Billions in treasury, legal gray zones, and the race to get banked, DAO structuring is where crypto meets the real world. In this MoonCast “builders’ episode,” co-hosts Sanad Karkar (Director of Legal & Regulatory Strategy, LPO&Law) and Razin Nizar (financial-crime & compliance specialist) sit down with James Kingston (Founder, DAO S…
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Get a free audit of your indemnity cover here >>> https://quote.allmedpro.co.uk/dental-indemnity-2025-new-proposal-dwi/ ——————————————————————— Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/the-top-5-reasons-dentists-are-overspending-on-their-income-protection-with-luke-hurley ——————————————————————…
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Is office a good investment alternative? In this week’s episode of The TreppWire Podcast, we break it down, spotlighting growing demand for high-end CBD space even amid ongoing distress. We dive into Compass’ $1.6 billion acquisition of Anywhere and its potential impact on the broader residential brokerage landscape, along with August’s new home sa…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss gold to bitcoin to stocks. And of course no Luke Gromen interview would be complete without an update on Luke’s outlook for the U.S. Dollar. https://bit.ly/4nn8U9t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/46B94Tk ✅Sign up for a FREE 14-day trial at B…
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VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their profession…
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In this episode, Deborah sits down with Joseph Jaffe—Professional EOS Implementer, Executive Leadership Coach, 6-time author, keynote speaker, and host of Joseph Jaffe is Not Famous and The Entrepreneur’s Journey. Joseph shares how entrepreneurs can break free from the myth that building a business must be painful. Through the Entrepreneurial Opera…
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In this exclusive conversation, Jeremy Bishop, founder of Influencer Club, breaks down his ultimate strategy for building a world-class personal brand as an entrepreneur. Jeremy shares his journey, from building a 5,000-person affiliate network to creating multiple successful businesses, all centered around his name. If you’ve ever wondered how to …
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AGENDA: 00:00 Why I am 100% Equities and 0% Cash 04:35 Nvidia's Massive $100BN Investment in OpenAI 08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment 27:30 Is Triple, Triple, Double, Double Dead 44:00 Navan Files to Go Public at $8BN 49:31 Lockup Periods and Liquidity 50:35 Impact of H-1B Visa Changes on Startups 01:02:42…
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