Uncovering the winning stocks of enduring enterprises | Seeking Alpha since 2013 | Substack since 2023 Podcast Episodes: Season 3.0 - Quality Value Investing; Season 2.0 - Career Building; Season 1.0 - Goal Setting.
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David Waldron Podcasts
Sinister true stories from the dark history of Ballarat.
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Unlike every other security podcast, we don’t get stuck down in the technical weeds. Our remit is to speak with experts around the globe at the strategic level – how security technology can improve the experience and risk optimisation for every organisation. The Voice of Cyber® - In Partnership with Vanta
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Hometown, Alaska features conversations with leaders and decision-makers in local and statewide government, social service agencies, educational institutions, and cultural groups across Anchorage and Alaska. Hosted by E.J. David, Justin Williams, Dave Waldron, Anne Hillman, and O'Hara Shipe.
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We hear, frequently, that the global education system is broken, and as a result, we spend billions of dollar trying to fix it. But the K-12 system isn’t actually broken at all – it’s working exactly as it was designed, 100 years ago, and it’s obsolete. So in Learning Unboxed, we will have a conversation about teaching, learning, and the future of work; we will reimagine, rethink, and redesign our educational system.
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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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In this podcast Greg chats with some of the interesting people that he meets along the way from many different walks of life, about their lives, what it means to achieve their goals and hopefully with a smile on their faces! #WinHappy
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Join hosts Scott Aniol and Virgil Walker on Honest Conversations in Black and White, where they dive into books, engage with diverse guests, and explore contentious topics from a biblical worldview. Each episode offers thoughtful dialogue aimed at deepening your faith and understanding of Scripture. Tune in to challenge your thinking, gain new insights, and enjoy engaging discussions on faith, culture, and theology. Subscribe for fresh perspectives on Christian living and biblical truths.
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Episode 349 Deep Dive: Mike Worth | Why Legal SMBs Overlook Cybersecurity
35:26
35:26
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35:26In this episode, we sit down with Mike Worth, Founder of Indi-tech Consultancy, as he unpacks the unique cybersecurity challenges facing small and medium-sized legal firms. Mike highlights a major misconception in the industry—treating cybersecurity solely as an IT problem rather than a broader business risk—and explains why investing in the human …
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Episode 348 Deep Dive: Alex Tilley | DPRK IT Workers Go Global
42:55
42:55
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42:55In this episode, we sit down with Alex Tilley, Global Threat Research Coordinator at Okta, as he unpacks the evolving threat landscape posed by North Korean IT workers infiltrating global organizations. Alex shares insights from his recent research, emphasizing that this is not just a US big tech problem but a widespread issue affecting various ind…
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Looking for Trends: One River Asset Management’s Eric Peters
32:16
32:16
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32:16Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on December 17, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily re…
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Episode 347 Deep Dive: Rajesh Ganesan | AI Anxiety and the Global Cyber Balancing Act
40:54
40:54
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40:54In this episode, we sit down with Rajesh Ganesan, CEO of ManageEngine, as he explores the complexities of AI anxiety within organisations and the global challenges of balancing cybersecurity, privacy, and rapid technological change. Rajesh discusses the uneven pace of AI adoption among businesses of different sizes, the critical role of regulation …
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‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
33:14
33:14
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33:14Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode was recorded on December 8, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may no…
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From AWS re:Invent 2025 – KB On The Go | CJ Moses, Hart Rossman, and Mark Ryland
55:47
55:47
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55:47In this bonus episode, KB sits down with CJ Moses, CISO at Amazon, Hart Rossman, VP of Global Security Services at AWS, and Mark Ryland, Director, AWS Security. Together they discuss the realities of “planetary scale security,” AI-powered defenses, and the shifting mindset that’s driving organizations to adopt automation and agentic technologies fa…
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292. Advancing Early College IT Pathways Through Microschool Innovation with Lisa Huffman
30:22
30:22
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30:22In this episode of Learning Unboxed, we sit down with Lisa Huffman, Dean of the University of Cincinnati’s College of Education, Criminal Justice, Human Services, and Information Technology. Together, we explore the university’s long-standing Early IT program and the powerful new Microschool partnership designed to bring multiple districts, diverse…
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Brendan Canty on Directing his first movie 'Christy', his first film documentary 'Gaeltra' and how he learnt his craft
59:38
59:38
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59:38On today's podcast I chatted with my son Brendan Canty as we come to the end of what was an amazing year for him. The first movie that he co-wrote and directed, 'Christy' hit movie screens around the world winning awards and great acclaim and his first full feature documentary 'Gaeltra' has just premiered at the Cork International Film Festival and…
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Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DGA-Albright Stonebridge Group, discuss with Allison Nathan on the latest episode of Goldman Sachs Exchanges. This episode was recorded on November 10, …
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Episode 346 Deep Dive: Amberley Brady | Everyone is Protecting My Password but Who is Protecting My Toilet Paper?
49:05
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49:05In this episode, we sit down with Amberley Brady, founder at Realfoodprice, as she explores the urgent issue of food security as a national security crisis in Australia. Amberley discusses the four pillars of food security—availability, access, utilization, and stability—emphasising how fragile supply chains, economic shocks, climate events, and cy…
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From Oracle AI World 2025 – KB On The Go | Jenny Tsai-Smith, Rand Waldron, and Arman Ashouriha
1:08:21
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1:08:21In this bonus episode, KB sits down with Jenny Tsai-Smith, SVP, Overall Database Product Management at Oracle, Rand Waldron, VP at Oracle, and Arman Ashouriha, Head of Oracle Cloud Infrastructure Modernisation Programme at Vodafone. Together they discuss Oracle’s move towards supporting modern workloads and their AI play, Oracle’s position in the p…
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From Assets to Alpha: David Kostin on US Equities
27:26
27:26
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27:26Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin, who is retiring as chief US equity strategist at the end of 2025, also reflects on his 31-year career at Goldman Sachs. This episode was recorded on December 2, 2025. The opinions and views expressed …
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Episode 345 Deep Dive: David Bloxham | Changing Face of Work Around AI, Skills and the Future of Employment
47:36
47:36
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47:36In this episode, we sit down with David Bloxham, CEO of GCS Recruitment Specialist, as he unpacks the impact of AI on the changing face of work and the tech talent landscape. David shares his perspective on how AI-driven disruption differs from previous waves like cloud and mobile transformations, highlighting the rapid decline in traditional softw…
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Deirdre Waldron - 25 Questions about 25 Years of Fuzion
46:39
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46:39On today's podcast I had the one and only, Deirdre Waldron, Founder of Fuzion to chat about a huge milestone in our business, This month we celebrate 25 incredibly busy and interesting years in business. We have weathered the storms of the post Celtic Tiger recession and the Covid shutdown, and in each case we stayed agile, we learnt valuable lesso…
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291. Building Learner-Centered Ecosystems Through Community Partnerships with Coi Marie Morefield
30:57
30:57
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30:57What does it look like to build a truly learner-centered school from the ground up—and do it by activating the full power of the surrounding community? In this episode, we welcome Coi Marie Morefield, founder of the Lab School of Memphis, a PK–8 learner-centered environment blending Waldorf, Montessori, unschooling, and constructivist approaches. C…
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Episode 344 Deep Dive: Steven Grossman | Cybersecurity and Compliance in regulated Small and Medium Sized Businesses (SMBs)
35:30
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35:30In this episode, we sit down with Steven Grossman, CISO / CIO at Standard & Preferred Insurance, as he talks about the challenges small and medium-sized businesses face in securing their environment, especially in view of growing regulatory requirements, and how he brings his enterprise consulting experience to bear in driving change. Steven discus…
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Paul Niland - Bombs landing on my apartment building in Kyiv and the bullshit 28 point Peace Plan
1:16:45
1:16:45
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1:16:45On today's podcast I spoke once again with a regular guest, Paul Niland who has been living in Kyiv in Ukraine for nearly 24 years. Paul who is originally from Ireland, is a journalist, a political commentator and the founder and CEO of Lifeline Ukraine, a national suicide prevention service. On the announcement of the very serious joke that is the…
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From Commvault SHIFT 2025 – KB On The Go | Danielle Sheer and Avi Boru
42:43
42:43
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42:43In this bonus episode, KB sits down with Danielle Sheer, Chief Trust Officer at Commvault, and Avi Boru, Senior Director, Cloud Engineering, Network & Telecom at Lennar. Together they discuss building trust by design and how AI, transparency, and authentic relationships are shaping the future of business continuity and cyber recovery. Danielle Shee…
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Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stephan Feldgoise, head of the Global Mergers & Acquisition business in Global Banking & Markets, discusses the outlook with Allison Nathan. This episode wa…
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Fr. David Gierlach - Jesus Christ! He Still Matters
1:03:25
1:03:25
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1:03:25On today's podcast I had the pleasure of the company of Episcopal priest, Fr. David Gierlach speaking from his parish in Honolulu, in Hawaii. Fr. David was encouraged to speak his mind on social media a couple of years' ago when many people were outraged that Transgender Appreciation Day coincidentally fell on the same day as Easter Sunday. His pos…
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Episode 343 Deep Dive: Rajesh Khazanchi | Breach Ready is More Than Just A Mindset
38:22
38:22
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38:22In this episode, we sit down with Rajesh Khazanchi, CEO and co-founder of ColorTokens, as he explores what it truly means to be “breach ready” in today’s cybersecurity landscape. Rajesh emphasises the shift from perimeter-based defences to a proactive containment strategy, highlighting the importance of assuming breaches are inevitable and minimisi…
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The Fed's Tightrope: Inflation, Labor, and the Path Ahead
19:54
19:54
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19:54With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman ofGoldman Sachs, discusses the uncertain outlook with Allison Nathan. This episode was recorded on November 12, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice,…
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Episode 342 Deep Dive: Daniel Churches | The Impact of Personal Liability in Cybersecurity and Security Professionals
41:30
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41:30In this episode, we sit down with Daniel Churches, Director in Sydney at ColorTokens, as he explores the sweeping impact of new Australian legislation imposing personal liability on company directors for cybersecurity breaches. Daniel breaks down the shifting landscape for CISOs and senior security leaders, the end of self-regulation, and how share…
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Are AI Bubble Concerns Warranted or Overblown?
14:16
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14:16AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangandiscuss whether bubble concerns are warranted or overblown. Date of recordings: September 26 and October 30, 2025 The opinions and views expr…
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290. Building Math Confidence Through Strategy and Sensemaking with Mike Kenny
27:35
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27:35What if we taught math facts through understanding instead of memorization? In this episode, we welcome Mike Kenny—Vermont fifth-grade math teacher and creator of MathFactLab—who shares how strategy-based practice grounded in number sense transforms fluency and confidence. Inspired by the Vermont Mathematics Initiative, Mike reframed "flashcards" i…
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On today's podcast I chat once again with Paul Kearns, urban planner, author and journalist who has been living in Tel Aviv with his young family for the last 8 years. Paul brings us his insights from inside Israel since the Trump brokered cease fire - were there celebrations, who is credited with the ceasefire, what is the general mood like, what …
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As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on November 3rd, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may n…
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Episode 341 Deep Dive: Anshuman Sharma | A Critical Infrastructure Approach to Cyber Security
44:15
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44:15Anshuman Sharma is the Director of Verizon Threat Research Advisory Centre (VTRAC), Cybersecurity Consulting Services at Verizon Business. Anshuman has more than 17 years’ experience as a well-rounded and seasoned Cyber Security Professional. VTRAC is a specialized division within Verizon’s Cyber Security Consulting organisation, helping customers …
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Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff
39:13
39:13
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39:13Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across different market cycles, and where he sees opportunities in the alternative investing landscape. This episode was recorded on October 20, 2025. The opinions and views expressed herein are as of the date …
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Episode 340 Deep Dive: Paul Davis | JFrog’s First Step Towards AppTrust and DevGovOps
44:00
44:00
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44:00In this episode, we sit down with Paul Davis, Field CISO at JFrog, as he explores JFrog’s approach to building trust in software development pipelines and the evolution towards DevGovOps. Paul shares his perspective on elevating trust from the granular level of software releases to the broader application layer, emphasising the need for consistent,…
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Gold, Oil, and Rare Earths: Commodities on the Move
12:58
12:58
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12:58With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these markets and how commodities can fit into portfolios today. This episode was recorded on October 27, 2025. The opinions and views expressed herein are as of the date of publication, subject to change w…
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289. Opening College Doors for Free with Jefferson Pestronk
33:48
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33:48In this episode of Learning Unboxed, I’m joined by Jefferson Pestronk, Executive Director at Modern States, to discuss how their free online courses and College Board’s CLEP exams make college credit accessible to everyone. Learners can take self-paced courses, earn vouchers, and bring passing CLEP scores to nearly 3,000 colleges—no tuition require…
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Facing fear and living with OCD with Renee Zukin, Author of 'Every Day I'm Brave'
1:01:12
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1:01:12On today's podcast I chatted with the author of the book 'Every Day I'm Brave', Renee Zukin. Renee talks about her life and career and in particular about the struggles of living with Obsessive Compulsive Disorder otherwise known as OCD. For some reason she was always fearful in her life, and when this mum of three was unravelling with malnutrition…
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‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha
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33:27What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, and Co-CIO Alan Waxman discusses his career and the importance of flexibility in finding alpha on the latest edition of Goldman Sachs Exchanges: Great Investors. This episode was recorded on September 3…
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Making Sense of Weak Job Growth Alongside Solid GDP Growth
19:13
19:13
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19:13Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a slowing labor market. This episode was recorded on October 20, 2025.The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily r…
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Episode 339 Deep Dive: M.K. Palmore | Leading Through Uncertainty: Security, Safety, and Cyber Awareness in a Time of Crisis
39:59
39:59
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39:59In this episode, we sit down with M.K. Palmore, Chief Executive Officer at Apogee Global RMS, as he explores strategies for leading through uncertainty with a focus on security, safety, and cyber awareness in times of crisis. M.K. emphasises the critical importance of practicing security response scenarios, noting that organisations truly respond b…
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‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter
31:42
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31:42In the latest episode of Goldman Sachs Exchanges: Great Investors, Byron Deeter, a partner at Bessemer Venture Partners, discusses the venture capital landscape and the most promising developments in artificial intelligence and the software industry with Goldman Sachs’ Ken Hirsch. This episode was recorded on September 23, 2025. The opinions and vi…
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Episode 338 Deep Dive: Eric Stride | Securing the Aviation Industry in the Modern Age
38:12
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38:12In this episode, we sit down with Eric Stride, Chief Security Officer at Huntress, to discuss the escalating cybersecurity challenges facing the aviation industry. Eric highlights the alarming 600% year-over-year surge in cyberattacks targeting the sector, emphasising how attackers are exploiting the interconnected and fragile aviation supply chain…
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David Ellis - When the Spirit World meets the Physical World (Part 2)
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50:39Welcome back to the second part of my conversation with author, restaurateur, healer and teacher David Ellis. In this episode David explains why he could hear the voices that no one else could hear and the changes this brought to his life. He chats about his spiritual journey, his healing work and that of the Atlantis Institute and he also has a ve…
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The Rise of Secondaries: Unlocking Liquidity in Private Markets
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18:07Once a niche segment, the private equity secondaries markethas seen substantial growth and is reshaping the broader alternative asset landscape. In this episode, Goldman Sachs’ Harold Hope and Alex Blostein discuss the evolution of the private equity secondaries market. This episode was recorded on September 29, 2025. The opinions and views express…
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In this episode of Learning Unboxed, we’re joined by Danny Bauer, host of the Better Leaders, Better Schools podcast and a champion for reimagining education through leadership. Danny shares how his journey from assistant principal to leading a global community of “ruckus makers” has been fueled by a belief that leadership is service and schools mu…
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How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The opinions and views expressed herein are as of the date of publication,…
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David Ellis - from Hatchet Man to Heartfullness
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47:50On today's podcast I chatted with author, restaurateur, healer and teacher David Ellis. David is a former client of ours and after a brief amount of work that we did for him way back in the very dark Celtic tiger crash days, a friendship developed. David's story is extremely interesting, and in the very competitive and demanding hospitality sector …
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Episode 337 Deep Dive: Christine Gadsby | Why Mobile Espionage is a Critical National Security Threat to Australia and Globally
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40:57By KBI.Media
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Episode 336 Deep Dive: Joe Cozzupoli | The Boardroom View of CTI and Speaking the Language of Risk
38:32
38:32
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38:32Joe Cozzupoli is a Principal Security Advisor / Field CISO at Cosive with a focus on helping clients operationalise Cyber Threat Intelligence and Security Operations to reduce risk and deliver measurable business outcomes. With over 20 years in cyber security, Joe has led strategy and delivery for enterprises and government, translating board prior…
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Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sachs Research. This episode was recorded on September 25, 2025. The opin…
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287. Psychological Safety in Classrooms with Craig Randall
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31:26In this episode of Learning Unboxed, I’m joined by Craig Randall, author of Trust-Based Observations, to explore how great teaching thrives when educators feel psychologically safe. We look at why traditional evaluation systems—rubrics, ratings, and high-stakes observations—stifle innovation, and how Craig’s trust-first model creates space for teac…
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Gifty Enright, author of 'Octopus on a Treadmill'
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1:14:55On today's podcast I had the immense pleasure of chatting with the author of the book, 'Octopus on a Treadmill', Gifty Enright. As a young woman growing up in Ghana she dreamt of having lots of shoes, big cupboards, and the trappings of success, so she moved to London to fulfill her dream. She quickly discovered that she missed that strong sense of…
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Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, and Goldman Sachs’ Joseph Briggs discuss data quality, political influ…
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Episode 335 Deep Dive: Anne-Marie Paterson | The Changing Face of Risk
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42:35In this episode, we sit down with Anne-Marie Paterson, a profound risk executive, to explore the evolving role of the Chief Risk Officer and the changing face of risk management. Anne-Marie shares her perspective on how risk now has a real seat at the C-suite table, emphasising the shift from being a business roadblock to serving as an enabler of s…
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