Generating Alpha Podcast

This week on Generating Alpha, I’m joined by Barry Sternlicht — founder, chairman, and CEO of Starwood Capital Group, and one of the most accomplished real estate investors ever. Since founding the firm in 1991, Barry has grown Starwood into a global powerhouse with over $100 billion in assets under management, investing across every major real estate class. He has created and managed more than 80...

Kevin Hartz is the co-founder of Eventbrite, co-founder of Xoom, and General Partner at A* Capital. Over the past two decades, he’s taken two companies from idea to IPO, pioneered digital remittances, transformed the live events industry, and invested early in Airbnb, Pinterest, and Uber. His career began in the early PayPal era, followed by founding Xoom and leading it to a public offering before...

This week on Generating Alpha, I’m joined by Marty Chavez — computer scientist, Wall Street innovator, and one of the most influential technologists in modern finance. Trained as a physicist and doctor before pivoting to technology and markets, Marty has spent his career redefining how data, software, and capital intersect. Best known for his time at Goldman Sachs, Marty served as CIO, CFO, and co...

This week on Generating Alpha I’m joined by Jim Chanos, legendary short seller, forensic investor, and one of the most iconic skeptics in modern financial history. For over four decades, Chanos has made a career out of going against the grain, identifying frauds, fads, and financial bubbles long before they unraveled. He rose to national prominence for uncovering the accounting irregularities at E...

This week on Generating Alpha, I’m joined by Paul Krugman — Nobel Prize-winning economist, prolific writer, and one of the most influential economic thinkers of our time. Over the past five decades, Krugman has helped shape modern economics through both his academic work and his role as a leading public intellectual. He first rose to prominence for his work on international trade and currency cris...

This week on Generating Alpha, I’m joined by Michael Rees — Co-President of Blue Owl Capital and the visionary founder behind Dyal Capital, the platform that pioneered GP stakes investing and reshaped the landscape of alternative asset management. Michael launched Dyal Capital with a bold and unconventional insight: that owning minority stakes in leading asset managers could create durable, long-t...

This week on Generating Alpha, I’m joined by Annie Duke — a former professional poker player turned cognitive scientist, bestselling author, and one of the world’s foremost experts on decision-making under uncertainty. Over the course of her career, Annie has helped everyone from investors to CEOs to policymakers improve how they think about risk, probabilities, and knowing when to double down — a...

This week on Generating Alpha, I’m joined by Joseph Edelman — founder and CEO of Perceptive Advisors, and arguably the most successful biotech investor of the past two decades. Over the last 25 years, Joe has built Perceptive into one of the most dominant and respected healthcare-focused investment firms in the world — with a track record that rivals the best human-managed funds in modern history....

This week on Generating Alpha, I’m joined by Anthony Pompliano — a former soldier turned tech executive, investor, and one of the most influential voices in Bitcoin and digital finance. Known to millions simply as “Pomp,” Anthony has built a uniquely powerful presence at the intersection of technology, investing, and media. After serving in the U.S. Army, Anthony transitioned into the private sect...

This week, I had the honor of sitting down with Roger Altman—an icon of American finance whose influence spans Wall Street, Washington, and beyond. Roger began his career at Lehman Brothers, where he became the youngest-ever general partner in the firm’s history. In the 1980s, he played a key role in the founding chapter of Blackstone, working alongside Pete Peterson and Stephen Schwarzman as they...

In this episode, I sat down with Tully Friedman—one of the true pioneers of private equity—for his first-ever podcast appearance. Tully co-founded Hellman & Friedman, a firm that helped define the modern buyout era, and later launched Friedman, Fleischer & Lowe, where he’s led investments in middle-market businesses with a highly focused and values-driven approach. Before that, he made his...

This week, I had the rare opportunity to sit down with Asher Edelman—one of the most legendary and unconventional figures to ever emerge from Wall Street. A pioneer of corporate raiding in the 1980s and widely recognized as one of the real-life inspirations for Gordon Gekko, Asher built a reputation for bold, high-stakes takeovers that redefined the balance of power between shareholders and manage...

This week, I had the pleasure of sitting down with Scott Bok—a deeply thoughtful leader whose journey from Grand Rapids, Michigan to the top of Wall Street reflects quiet determination, intellectual rigor, and a deep commitment to principled leadership. Best known for his long tenure as CEO of Greenhill & Co., Scott has helped shape the modern M&A landscape. Scott’s story is one of steady ascent....

This week, I had the pleasure of sitting down with Dan Ariely, one of the most influential voices in behavioral economics and a pioneer in understanding the irrational forces that drive human behavior. A bestselling author whose books—including Predictably Irrational, The Honest Truth About Dishonesty, and Dollars and Sense—have sold millions of copies worldwide, Dan has helped reshape how leaders...

This week, I had the pleasure of sitting down with Anthony Scaramucci, a true embodiment of resilience, reinvention, and grit. Best known as the founder and managing partner of SkyBridge Capital, Anthony’s journey has taken him from humble beginnings in Long Island to the highest levels of Wall Street and a brief but unforgettable turn in Washington, D.C. Anthony’s story is one of constant evoluti...

This week, I had the distinct honor of speaking with Howard Marks, one of the most respected and insightful investors of our time, and the co-founder and co-chairman of Oaktree Capital Management. Known for his deeply analytical memos and disciplined approach to risk, Howard has helped shape the landscape of investing. Howard’s career began in equity research at Citibank in 1968, where he witnesse...

This week, I had the distinct honor of speaking with Barry Ritholtz, one of the most original and influential voices in modern finance, and the co-founder, chairman, and CIO of Ritholtz Wealth Management. With a career that has spanned law, trading, strategy, and media, Barry’s unique path has given him a perspective that few in the industry can match. After beginning his professional life as a la...

This week, I had the distinct honor of speaking with Felix Zulauf, a legendary figure in the world of macro investing and the founder of Zulauf Consulting. With over four decades of experience navigating the complexities of global markets, Felix has cemented his place as one of the most insightful and influential voices in finance. He began his career at Swiss Bank before joining UBS, where he ros...

This week, I had the honor of speaking with Annie Lamont, one of the most respected investors in healthcare and fintech. As the Co-Founder and Managing Partner of Oak HC/FT, Annie has built a reputation for identifying and backing transformative companies that have reshaped industries. With over 30 years in venture capital, she has led investments in some of the most innovative companies in health...

This week, I had the privilege of sitting down with Tim Draper, a legendary venture capitalist, entrepreneur, and advocate for innovation and freedom. As the founder of Draper Fisher Jurvetson (DFJ), Draper Associates, and Draper University, Tim has played a pivotal role in shaping the startup ecosystem, backing companies like Tesla, SpaceX, Baidu, Coinbase, Robinhood, Skype, and Twitch. Coming fr...

This Wednesday, I had the privilege of speaking with Bob Prince, one of the most influential macro investors of our time. As Co-Chief Investment Officer at Bridgewater Associates, the world’s largest hedge fund, Bob has spent decades refining the firm’s systematic approach to global markets, risk management, and economic forecasting. Bob joined Bridgewater in the 1980s, working alongside Ray Dalio...

This Tuesday, I had the privilege of sitting down with Glenn Dubin, someone I consider a friend and mentor. Glenn is a legendary investor and entrepreneur who built one of the most successful hedge funds of this era. As the co-founder of Highbridge Capital Management, Glenn played a pivotal role in shaping the modern hedge fund industry, pioneering a multi-strategy investment approach that set new...

Today, I had the honor of sitting down with Alan Schwartz, a distinguished leader in finance and investment banking. Best known for his tenure as the CEO of Bear Stearns, Alan has had a remarkable career at the highest levels of Wall Street, navigating some of the most challenging moments in financial history. Alan began his career after earning his degree from Duke University, joining First Bosto...

Today, we had the privilege of speaking with Michael Mauboussin, one of the most respected minds in value investing. With a career spanning decades in finance, Michael has been at the forefront of applying behavioral science, probability, and market efficiency to investment strategy. Michael began his career after earning his degree from Georgetown University, later becoming a longtime Chief Inves...

Today, we had the honor of sitting down with Alan Patricof, a true pioneer in the world of venture capital. Widely credited as one of the first VCs in history, Alan has played a pivotal role in shaping the industry over the past five decades. Alan began his career after earning degrees from Ohio State University and Columbia Business School, and in 1969, he founded Alan Patricof Associates, one of...