Best Gordon Asset Management Podcasts (2025)

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Ep. 333: David Samra on Value Investing, AI Returns, and Bad Management Teams 58:48

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1h ago58:48

58:48

David Samra is a managing director of Artisan Partners – the $180bn global multi-asset investment platform. He is founding partner of the International Value Group, and portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio's inception in September 2002. David has been nominated for the Morningstar Inter…

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Tom Duff Gordon: Vice President International Policy, Coinbase 59:38

4h ago59:38

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In this episode of Why Invest?, host Luke Hyde-Smith is joined by Tom Duff Gordon, Vice President of International Policy at Coinbase, one of the world’s leading digital asset platforms. They discuss the evolution of Coinbase and how improved regulatory clarity, rising institutional demand and the growing role of stablecoins are helping push crypto…

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Ep. 332: Miguel Gutierrez on Argentina's Transformation, Latin American Opportunities, and Private Market Arbitrage. 46:36

7d ago46:36

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Miguel Gutiérrez is a Partner and Head of Private Markets, at The Rohatyn Group (TRG) - a global asset manager that specialises in emerging markets and real assets. Prior to joining TRG in October 2004, Miguel served as the Chairman and CEO of the Telefónica Group in Argentina and Chairman of Grupo Concesionario del Oeste S.A. He also served as the…

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102. AI and Service Management: From PepsiCo's VR Training to Ethical Dilemmas 1:00:39

14d ago1:00:39

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In this episode of Ticket Volume – IT Podcast, host Matt Beran sits down with Prashant Arora (PepsiCo), Daniel Ciolek (InvGate), and Suzanne Galletly (AXELOS) to unpack how Artificial Intelligence is reshaping IT Service Management. From VR-powered training and digital twins to self-healing IT operations and ethical dilemmas, this episode explores …

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Adam Rozencwajg: Co-Founder and Managing Partner at Goehring & Rozencwajg 52:34

13d ago52:34

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In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Adam Rozencwajg, Managing Partner and Co-Founder of Goehring & Rozencwajg Associates, one of the leading voices in natural resource investing. Adam shares his insights on the “revenge of the old economy,” as commodities and energy markets stage a comeback after years of n…

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Ep. 331: Gordon Hanson on US Manufacturing Fetishisation, Job Loss, and the Middle Class 34:13

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Gordon Hanson is the Peter Wertheim Professor in Urban Policy at Harvard Kennedy School and Academic Dean for Strategy and Engagement at Harvard Kennedy School. He is best known for his research on the labour market consequences of globalisation, including pioneering work on the China trade shock. Hanson's current research addresses the causes and …

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Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances 55:41

21d ago55:41

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Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit. In this podcast we discus…

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Ep. 329: Shiloh Bates on CLO Risks, Private Credit and Macro Read-Through 34:57

27d ago34:57

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Shiloh Bates is a Partner and Chief Investment Officer. Prior to that, he was a Managing Director at Benefit Street Partners. During his 20-year career, Mr. Bates has worked for several CLO managers and has been one of the largest investors in CLO securities. He wrote the book, CLO Investing with a focus on CLO Equity and BB Notes. He is also the h…

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Will Nutting: Founder of NUTSTUFF 41:50

1M ago41:50

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In this episode of the Why Invest podcast, host Luke Hyde-Smith speaks with Will Nutting, Founder of NUTSTUFF, about his refreshingly straightforward approach to investing. Will strips away the jargon to show that successful investing is built on logic, good ideas, and curiosity, not complicated models or credentials. The conversation spans everyth…

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Tycho Mini-Series | Global macro trends with Yuexin Zeng 25:17

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Tycho Mini-Series | Digital Assets with Ray Dillet 21:05

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Tycho Mini-Series | Private Equity with Jussi Nyrölä 21:51

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Tycho Mini-Series | Value investing with Jeremy Mindich 19:05

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Tycho Mini-Series | Long-short investment with James Hanbury 19:22

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Tycho Mini-Series | Credit Markets with Christopher Joye 20:33

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Ep. 328: Diane Coyle on GDP, Digital Gaps and Invisible AI Economy 24:32

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Diane Coyle is the Bennett Professor of Public Policy at the University of Cambridge. She is the Research Director at the Bennett School of Public Policy. Diane's latest book is 'The Measure of Progress: Counting What Really Matters'. Her own research focuses on productivity, the digital economy and AI policy, and economic measurement. She has been…

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ESPRESSO | Macro Musings with the W1M Multi Asset team 13:58

1M ago13:58

13:58

In this shorter ‘Espresso’ edit of ‘Macro Musings’, we distil the W1M Multi Asset team’s latest thinking on markets, economics, and investing into an easy to digest, 10-minute episode. Kicking off with memorable quotes from great investors, Luke, James and Matt then turn to the current macro backdrop, weighing the outlook for the US, Europe, and th…

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Ep. 327: Ryan Hass on China's Patient Power Play, and US-China Relations 31:25

1M ago31:25

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Ryan Hass is director of the John L. Thornton China Center and the Chen-Fu and Cecilia Yen Koo Chair in Taiwan Studies at Brookings. He is also a senior fellow in the Center for Asia Policy Studies. Ryan focuses his research and analysis on enhancing policy development on the pressing political, economic, and security challenges facing the United S…

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Macro Musings with the W1M Multi Asset team 48:56

2M ago48:56

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In this debut “Macro Musings” edition of the Why Invest? podcast, the W1M Multi Asset team opens the door to the conversations normally held behind the scenes. They explore the forces shaping today’s markets — from US exceptionalism and inflationary pressures to liquidity, energy policy, and the growing influence of AI investment. They reflect on t…

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Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks 41:23

2M ago41:23

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Jon Turek is the founder and CEO of JST Advisors, a hedge fund advisory service that publishes a weekly research note with global macro trade ideas. JST Advisors works closely with hedge funds on developing asymmetric macro trade ideas and market themes. Outside of JST Advisors, Jon worked as a portfolio manager at Brevan Howard and as an analyst a…

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Ep. 325: Chris Hughes on Misunderstood Fed Chairs, Fed Balance Sheet and Offshore Dollars 47:47

2M ago47:47

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Chris Hughes is an economist and author who now serves as Chair of the Economic Security Project, a leading nonprofit advocating for economic power for all Americans. Chris was a cofounder of Facebook. He is the author of 'Fair Shot: Rethinking Inequality and How We Earn' and 'Marketcrafters'. In this podcast we discuss understanding market crafter…

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Helen Thomas: Founder and CEO of Blonde Money 38:02

2M ago38:02

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In this episode of Why Invest, Helen Thomas, Founder and CEO of Blonde Money, discusses how political risk is shaping financial markets. Helen explores the challenges of rising debt, ageing populations and why productivity growth is so critical to fiscal sustainability. She highlights the growing fragility of institutions, the political volatility …

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Ep. 324: Alberto Gallo on Western Debt Crisis, Real Assets and US Surprises 31:49

2M ago31:49

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Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments. Previously, he ran macro credit research at RBS in London and served in senior research roles at Goldman Sachs in New York, Bear Stearns in New York and Lond…

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Ep. 323: Jonathan Xiong on China, Dollar and Using AI in Asset Management 47:35

2M ago47:35

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Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Ass…

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Zahra Ward-Murphy: Strategist at Absolute Strategy Research 43:49

3M ago43:49

43:49

In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research (ASR). The conversation explores why ASR currently favours a modest equity overweight, the resilience of US growth, and how regime shifts in policy, inflation, and credit supply are reshaping portfolio construction. Zahra al…

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Ep. 322: Rerelease – Adam Frank on Aliens, AI and Climate Collapse 1:03:53

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Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication…

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101. What Makes Teams Replace IT Tools? Triggers You Shouldn’t Ignore 54:38

3M ago54:38

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When is it really time to replace IT tools? In this episode of Ticket Volume – IT Podcast, we dive into the warning signs, triggers, and challenges that push organizations to switch IT software. Host Matt Beran sits down with Ignacio Harriague (Director of Product Marketing at InvGate), Linda Lenox (Program Delivery Director at Hall's Culligan Wate…

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Ep. 321: Antonio Del Favero on Favourite Rates Trades, Fed and Dollar 32:39

3M ago32:39

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Antonio Del Favero is a macro strategist at Macro Hive. He focuses mainly on the US economy and G3 rates markets. Formerly, he worked at various macro hedge funds, including Tudor, Maniyar Capital and Brevan Howard. He holds a master's in finance from the ETH/University of Zurich and a master's in economics from Bocconi University. In this podcast …

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Mark Latham: Market Veteran and Investment Futurist 41:19

3M ago41:19

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In this episode of Why Invest? Luke Hyde-Smith is joined by market veteran and investment futurist Mark Latham. With over 40 years in commodities and fund management, Mark shares his journey from running a leading resources fund to founding Commodity Intelligence and The Angry Portfolio. They discuss the growing influence of technology across real-…

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Ep. 320: Dominique Dwor-Frecaut on Weak US Growth, Fed Independence and AI Impact 35:27

3M ago35:27

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Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various hedge funds including Bridgewater. Prior to the buy side, she worked at the New York Fed, IMF, and the World Bank. She holds a PhD in economics from the London School of Economics. This episode covers …

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Ep. 319: Phil Suttle on Slowing US, Delayed Tariff Impacts and China Investment 43:19

3M ago43:19

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Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we discuss US labour supply problem, state of the US consu…

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Chris Wood: Global Head of Equity Strategy at Jefferies 50:16

3M ago50:16

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In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment. The conversation spans global markets, wit…

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Ep. 318: Brad Setser on Trump Tariffs, China's Surging Surplus and Dollar Policy 51:56

4M ago51:56

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Brad Setser is the Whitney Shepardson senior fellow at the Council on Foreign Relations. His expertise includes global trade and capital flows, financial vulnerability analysis, and sovereign debt restructuring. He regularly blogs at Follow the Money. Brad served as a senior advisor to the United States Trade Representative from 2021 to 2022, where…

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Ep. 317: George Selgin on Trump Tariffs, Fed Independence and Dollar Vulnerability 45:19

4M ago45:19

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George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute and professor emeritus of economics at the University of Georgia. He is the author of numerous books. His latest is 'False Dawn: The New Deal and the Promise of Recovery, 1933–1947'. In this podcast we discuss re-interp…

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Ruchir Sharma: Chairman of Rockefeller International and Founder of Breakout Capital 49:14

4M ago49:14

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In this episode host, Luke Hyde-Smith, is joined by renowned investor and author Ruchir Sharma, Chairman of Rockefeller International and Founder of Breakout Capital. They discuss Sharma’s top investment trends for 2025 and examine the evolving global economic landscape at the halfway point of the year. The conversation also delves into themes from…

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Ep. 316: Kyle Keane on AI, Forecasting and Turning Blind 1:04:10

4M ago1:04:10

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Dr. Kyle Keane is a Senior Lecturer in Assistive Technologies at the University of Bristol, where he leads research at the intersection of artificial intelligence, human cognition and assistive technology design. With a background in quantum computing and computational physics, he applies the scientific rigor of a physicist to studying human percep…

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Ep. 315: Keyu Jin on What Everyone Gets Wrong on China 46:30

4M ago46:30

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Keyu Jin is a global economist and author. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a non-executive board member of the luxury conglomerate Richemont and Jardine Matheson. Born and raised in Beijing, she attended high school and college i…

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Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne Partners 52:06

4M ago52:06

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In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach. Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued…

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Ep. 314: Marvin Barth on Trump's US Resurgence, No Fed Cuts and Dire Europe 1:04:13

5M ago1:04:13

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Marvin Barth is the creator of Thematic Markets and 'Seriously, Marvin?!' Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin does not have time to research at Thematic Markets. Both publications benefit from the uniquely br…

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Ep. 313: Tom Montag on the Undiscovered Potential of Carbon Markets 37:56

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Tom Montag is the founding Chief Executive Officer of Rubicon Carbon. Tom has over 20 years of experience in financial markets. Previously, he was the Chief Operating Officer and President of global banking and markets at Bank of America. Tom was also a member of the company's executive management team, overseeing all businesses serving corporation…

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Ep. 312: Deepak Gurnani on Five Steps for Using AI in Investing 41:15

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Deepak Gurnani is the Founder and Managing Partner of Versor Investments. He is the former CIO of Investcorp's Hedge Fund Group and was one of its founding members in 1996. Deepak was also a member of its Management Committee. He retired from Investcorp in March 2013. Prior to Investcorp, Deepak spent six years with Citicorp. In this podcast we dis…

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Ep. 311: Ralph Sueppel on Quant Trading Macro the Right Way 48:11

5M ago48:11

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Ralph Sueppel is Managing Director for Research and Trading Strategies at Macrosynergy. Previously, he was an Executive Member and Portfolio Manager at Graham Capital. During his tenure there, he created the Systemic Risk and Systematic Value Project (now Macrosynergy Research), a non-profit project dedicated to educating the broader financial comm…

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Ep. 310: Helen Thomas on Trump's Controlled Demolition Strategy 49:35

5M ago49:35

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Helen Thomas is the CEO of Blonde Money, an independent consultancy firm that analyses and monitors mispriced risks in financial markets in the US, UK and the EU. Helen has a long and distinguished career in both finance and politics. She was an adviser to the former Chancellor of the Exchequer, George Osborne. Previously, Helen has been a partner …

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An Interview with Kallum Pickering: Chief Economist at Peel Hunt 46:03

6M ago46:03

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In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Kallum Pickering, Chief Economist at Peel Hunt, for a wide-ranging discussion on key issues shaping the UK’s economic outlook. They explore the links between energy policy, productivity, and long-term growth, as well as the current state of UK capital markets and how refo…

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Ep. 309: Adam Frank on Aliens, AI and Climate Collapse 1:03:53

6M ago1:03:53

1:03:53

Adam Frank is a professor of astrophysics at the University of Rochester. A self-described 'evangelist of science,' Adam regularly writes and speaks about subjects like intelligent life forms in the universe, high-energy-density physics, space exploration and missions, climate change and more. In this podcast we discuss public science communication…

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Ep. 308: Tobias Harris on Why Japan Matters 52:42

6M ago52:42

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Tobias Harris is the Founder and Principal of Japan Foresight LLC. He has observed Japan as a political risk analyst at Teneo Intelligence and as a researcher at universities and think tanks. He is also Senior Advisor for Japan at Aurora Macro Strategies. Tobias is the author of 'The Iconoclast: Shinzō Abe and the New Japan'. In this podcast we dis…

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100. Ticket Volume hits 100 episodes and shares 5 takeaways from the road so far 16:46

6M ago16:46

16:46

In this special 100th episode of Ticket Volume – IT Podcast, we flip the script. Instead of interviewing a guest, host and InvGate Product Specialist Matt Beran takes a moment to reflect on the journey so far — what the podcast has meant to him, how it’s changed his perspective on IT, and the five biggest lessons he’s learned from over 100 conversa…

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An Interview with Paul Podolsky: Founder of Kate Capital LLC 49:37

6M ago49:37

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In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds. They explore the current macroeconomic backdrop, including US policy volatil…

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Ep. 307: Michael Sandel on Populism, Saving Democracy, and Tyranny of Merit 1:11:31

6M ago1:11:31

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Michael Sandel teaches political philosophy at Harvard University. His writings – on justice, ethics, democracy, and markets – have been translated into more than 30 languages. His course 'Justice' is the first Harvard course to be made freely available online and on television, being viewed by tens of millions worldwide. Michael has served on the …

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Ep. 306: Ken Rogoff on Dollar Decline, Debt Worries and Fed Independence 1:52:36

6M ago1:52:36

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Kenneth Rogoff is Maurits C. Boas Professor at Harvard University, and former chief economist at the IMF. He has long ranked among the top dozen most cited economists and is an international grandmaster of chess. His influential 2009 book with Carmen Reinhart, This Time Is Different: Eight Centuries of Financial Folly, shows the remarkable quantita…