Best Felix Levine Podcasts (2025)

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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606 1:50:11

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1d ago1:50:11

1:50:11

Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…

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Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 1:02:05

8d ago1:02:05

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Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tu…

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

12d ago40:15

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

19d 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 …

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Mebisode: When to Sell 16:23

13d ago16:23

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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 --…

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Why Pinpoint Might Be the Most Underrated Software for Brands Selling on Social Media - A Sitdown with CEO Josh Cohen 53:04

26d ago53:04

53:04

In this episode, I sit down with Josh Cohen, CEO of Pinpoint - one of my portfolio companies that just raised a $2.5 million seed round. We talk about how Pinpoint is helping brands convert their social audiences into paying customers and why I think it’s one of the most underrated tools out there right now. Josh and I dive into what efficient grow…

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Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602 1:03:37

27d ago1:03:37

1:03:37

Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In tod…

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Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601 54:07

27d ago54:07

54:07

Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy …

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Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

1M ago50:05

50:05

By The Idea Farm

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SOLO EP: Unfiltered Q&A on VC, Creators, and the Importance of Failing Quickly 58:40

1M ago58:40

58:40

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Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

1M ago56:40

56:40

Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the compl…

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Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

2M ago54:40

54:40

Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…

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$64M Creator Fund: How Megan Lightcap Is Backing the Next Wave of Creator Entrepreneurs 55:04

2M ago55:04

55:04

In this episode, I sit down with Megan Lightcap, partner at Slow Ventures, which recently raised its $64 million creator fund to back creator-led businesses. While both Megan and I operate at the intersection of venture capital and the creator economy, we approach it from very different angles, which made for a dynamic and thought-provoking convers…

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Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

2M ago43:13

43:13

Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by p…

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Innovative Tax Strategies in Bond Investing [Alex Morris] | #596 1:00:09

2M ago1:00:09

1:00:09

Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond …

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

3M ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

3M ago59:07

59:07

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

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A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

3M ago55:41

55:41

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

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KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

3M ago58:38

58:38

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

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Journey Is Fixing a Broken Loyalty System: How John Sutton Is Uniting Personalization with A Loyalty Program That Goes Far Beyond Points 55:04

4M ago55:04

55:04

n this episode, I sit down with John Sutton, CEO and founder of Journey—a company rethinking loyalty from the ground up. We talk about why the traditional points-based model is outdated, and how Journey is introducing a smarter, more personalized system designed for independent and boutique hotels. John shares his path from helping scale Red Ventur…

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Is Phia the next $1B Business? Sophia Kianni Talks Co-Founding with Her Best Friend, How She Stays Level-Headed Through All the Media Attention, and How She's Always Been a Hustler 1:33:08

4M ago1:33:08

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In this episode I sit down with Sophia Kianni to discuss Phia, the comparison-shopping platform she’s building with her best friend, Phoebe Gates that helps Gen Z save money—think Google Flights for fashion. We dig into how she stays grounded despite nonstop media attention, the pressure of being in the spotlight, and her lifelong hustler mindset. …

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Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan | #591 51:21

4M ago51:21

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Today’s guests are Wes Gray, founder, CEO and Co-CIO of Alpha Architect, and Srikanth Narayan, founder and CEO of Cache, which he started in 2022 after experiencing concentrated stock positions in his own portfolio. Previously, he served in engineering and product leadership positions at Uber and Alphabet. In today’s episode, Meb, Wes & Srikanth sh…

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Jeremiah Brown Isn’t Holding Back: Villa Betrayals, Unfinished Love, and Are the Friendships Over for Good? 36:59

4M ago36:59

36:59

Jeremiah Brown isn’t holding anything back. In this episode, he opens up about the friendships that fell apart after leaving the Villa, including whether things are really over with the boys who voted him out. He reflects on the intense relationship that defined his time in the villa, what he learned from it, and the connection that surprised him m…

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Goldman Sachs’ Sara Naison-Tarajano - Family Office Whisperer | #590 48:55

4M ago48:55

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Today’s guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm’s largest family offices. In today’s …

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Dan Rasmussen & D.A. Wallach on The Future of Biotech and Healthcare | #589 1:26:27

4M ago1:26:27

1:26:27

Today’s guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.’s band Chester French and signed the group to Interscope Records. In today’s episode, Dan & D.A. discuss the current state of biotech, the impact of AI o…

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Colleen Pelly: Secrets to Being a Standout Job Candidate, What Top Job Recruiters Are Looking For, How to Negotiate Your Salary, and Her Own Experience Scaling Her Business While on Maternity Leave 1:05:44

5M ago1:05:44

1:05:44

In this episode, top recruiter and founder of her company the Linchpin Co., Colleen Pelly breaks down exactly what it takes to stand out in today’s competitive job market — from resume red flags to the subtle signals that make hiring managers say yes. We dive into the art of salary negotiation, why certain demographics consistently undersell themse…

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Victor Haghani on Predicting the Market and Disciplined Asset Allocation | #588 1:13:32

5M ago1:13:32

1:13:32

Today’s guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He’s also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today’s episode, Victor explores the Crystal Ball challenge, and how position sizing can be ev…

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Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587 1:11:36

5M ago1:11:36

1:11:36

Today’s guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today’s episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potent…

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Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586 1:45:05

5M ago1:45:05

1:45:05

Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at Soros Fund Management under current Treasury Secretary Scott Bessent. In today’s episode, Whitney discusses the current macroeconomic landscape, emp…

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Kim Flynn - Unlocking Alternative Investments | #585 55:34

5M ago55:34

55:34

Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today’s episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of inte…

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Ashwinn Krishnaswamy Talks Building Iconic Brands, How Founders Burn Money on Paid Ads, and Getting Arrested 1:30:34

6M ago1:30:34

1:30:34

Ashwinn Krishnaswamy is the co-founder of Oklahoma Smokes and Sunpowder, and one of the most thoughtful brand minds in the game. In this episode, we talk about what it actually takes to build a brand that lasts, why most early-stage founders waste money on paid ads, and how a run-in with the cops turned into a story worth telling. He breaks down wh…

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Cole Wilcox on The Power Law of Investing | #584 1:04:02

5M ago1:04:02

1:04:02

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …

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Lexi Wood on Public vs. Private Relationships, How Traumatic Moment Changed Her, Summer House Return Rumors, and Did She Ever Even Love Jesse? 1:10:16

6M ago1:10:16

1:10:16

Lexi Wood has been modeling for nearly 17 years, but you probably know her from the headlines. In this episode, we unpack the back-and-forth drama with Jesse, her raw take on a traumatic life moment, and why she thinks people constantly underestimate her intelligence. Lexi gets real about the pressure of being misunderstood, the blurred lines of pu…

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Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 49:06

6M ago49:06

49:06

Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…

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BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 45:35

6M ago45:35

45:35

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…

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Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 18:54

6M ago18:54

18:54

Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…

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How High Performers Weigh Cash vs. Equity (And What You Should Know) 34:48

7M ago34:48

34:48

In this episode, I break down the cash vs. equity decision through the lens of the creator economy—and how the same principles apply to anyone building leverage today. Whether you’re a founder, operator, or creator, if you have a chance to own a piece of what you help build, understanding this tradeoff is critical.…

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Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:06:13

7M ago1:06:13

1:06:13

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

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UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 51:09

7M ago51:09

51:09

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

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Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:04:07

7M ago1:04:07

1:04:07

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…

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UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 55:16

8M ago55:16

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Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…

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Facing Breast Cancer at Just 19 Years Old: Miranda McKeon’s Unfiltered Journey Through Diagnosis, Identity, and Embracing Vulnerability 1:15:30

8M ago1:15:30

1:15:30

When Miranda McKeon was diagnosed with stage 3 breast cancer at 19, everything changed. In this episode, she talks candidly about navigating illness at a young age — from identity shifts and losing her hair to dating while undergoing treatment. Miranda also opens up about launching her business, Fill Your Tank, and how entrepreneurship became part …

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Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 52:26

8M ago52:26

52:26

Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…

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Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:17:57

8M ago1:17:57

1:17:57

Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …

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SOLO EP: My Thoughts On The Current Intersection of the Creator Economy & Venture Capital World. Is There Opportunity? 35:36

8M ago35:36

35:36

In this solo episode, I dive into the evolving intersection of the creator economy and venture capital—two worlds that are more connected than ever but still largely untapped. Over the past year, I became a venture partner at Bulletpitch+, giving me firsthand insight into how deals are being made and why I believe creators need a seat at the table.…

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Buy Stock Where You Shop With Grifin | Aaron Froug | #574 35:42

8M ago35:42

35:42

Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…

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Jacqueline Faber: A Journey into Dark Academia | #573 52:57

8M ago52:57

52:57

Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…

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MEBISODE: Can We All Invest Like Yale? 27:25

8M ago27:25

27:25

In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- 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 ----- Intereste…

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Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572 1:05:53

9M ago1:05:53

1:05:53

Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…

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What's It Like to Sell Your Company for $600million dollars? David Protein Bar founders Peter Rahal & Zach Ranen Join Me to Discuss How Are They Planning to Takeover the Protein Bar Market 1:07:22

9M ago1:07:22

1:07:22

In this episode, we dive into the high-stakes world of entrepreneurship with David Protein Bar founders Peter Rahal and Zach Ranen. After Peter's groundbreaking success in building and selling RXBar for $600 million, he joins forces with Zach—an innovator with a knack for low-carb delights—to redefine the protein bar market. We explore their journe…