Tomorrow's People

In a special live recording, Bob Elliott, Co-Founder and CEO of Unlimited Funds, returns to Tomorrow's People and spoke with Gavin Ezekowitz on the relevance of cash in investment portfolios during times of economic uncertainty, and how investors should be thinking about diversification in varying macroeconomic environments. Bob Elliott is the Co-Founder and CEO of Unlimited, which uses machine le...

In this episode of Tomorrow's People, host Gavin Ezekowitz is joined by top gaming and tech investor and entrepreneur Bruce Stein to talk about founding aXiomatic, investing in Epic Games, the digital media landscape and where he sees the opportunity in the future of gaming. Bruce Stein is the Managing Director of Juno Capital Partners, a growth-stage investment fund and advisory services firm bas...

On our inaugural Tomorrow's People episode, host Gavin Ezekowitz is joined by renowned investor Bob Elliott to talk about hedge funds, macro cycles and their effect on asset prices, the effects of the Fed raising interest rates, inflation, unemployment and the impact on equities. Bob Elliott is the Co-Founder and CEO of Unlimited, which uses machine learning to create products that replicate the i...

Expert global credit analyst Roni Green (and the founder and manager of GFAM global credit opportunities fund) joins us on Tomorrow's News to discuss the recent FOMC meeting and its impact on the future path of interest rates. Whilst Roni believes the Fed may implement one more hike this year, he anticipates a long pause after that. Gavin, on the other hand, sees a soft landing scenario and predic...

In a slight departure from our usual format, join us as Gavin takes the spotlight and offers a concise 10-minute exploration of the current global market dynamics and how as an investor you should be thinking about some of the key pieces of economic data. For the complete experience, we recommend watching this episode on our YouTube channel , BFA Global Investors. —— Any information in this podcas...

In this episode, Jonathan Belz, Co-Founder of BFA Global Investors joins Gavin fresh from his visit to Silicon Valley to tell us the state of play in the venture ecosystem in the US and how Australia and Australian investors are best positioned to be part of this exponential growth.——Any information in this podcast is not intended to promote or recommend any particular product or service offered b...

In this episode, we are joined by Roni Green, founder and manager of GFAM global credit opportunities fund, and an experienced global credit analyst, to help investors understand bond duration and how it plays into the nuances and complexities of managing a bond portfolio.——Any information in this podcast is not intended to promote or recommend any particular product or service offered by BFA. It...

Microsoft’s $10 billion investment in OpenAI, the company behind ChatGPT, has put generative AI in the spotlight, as well giving MSFT stock a 40% uplift since the beginning of the year. In this episode, we chat to Gavin Ezekowitz, Founding Partner of BFA Global Investors, on his views on the generative AI landscape and what opportunities it means for investors looking at a tech heavyweight like Mi...

Last month, we witnessed the second-biggest bank failure in US history with First Republic Bank. Founder and manager of GFAM global credit opportunities fund and an experienced global credit analyst, Roni Green, joins the show to discuss the impact on the bond market, and how Australia fares in all of this drama.——Any information in this podcast is not intended to promote or recommend any particul...

In January 2023, Milkrun raised $75 million dollars from Tiger Global, Airtree and other investors. In April 2023, Milkrun announced it had made its 400 staff redundant and shut its doors for good. We discuss where Milkrun went wrong and how investors should do a health check on their portfolios, in particular on the VC funds which invested in Milkrun. —— Any information in this podcast is not int...

Why does a 90 year old man fly to Tokyo? In this episode of Tomorrow's News, we talk about the latest US CPI results, Japan and how the Yen is playing a part in global liquidity, and how this should frame your thinking about the S&P and US equities. ——Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into...

This episode of Tomorrow's News comes live from Shanghai, where BFA's Head of Community Lucy Du shares her observations around the streets of Shanghai after three years. We do the shopping bag test in malls, chat about housing, pet ownership, and discuss the biggest change in the city from Dec 2019 to April 2023. —Any information in this podcast is not intended to promote or recommend any particul...

In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green on the latest investor concerns surrounding bank hybrids, and what are the real risks and rewards associated with these unique debt instruments.—Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA....

Investor, author and podcaster Dr Rasheed Saleuddin return to Tomorrow's News to talk about hyperinflation on the back of former Coinbase CTO Balaji Srinivasan’s wager that bitcoin will hit $1M within 90 days. --Rasheed used to manage the treasury portfolio for Bank of America before pursuing an academic career where wrote extensively about bank runs, including and perhaps very relevant to today's...

This week we have the pleasure of speaking with China economist Dr Dan Wang, who takes us on the ground to China, and gives our listeners a read out of the macroeconomic landscape of the country and the Chinese government's monetary stance in 2023 and beyond. We talk about China's 5% GDP target, China's monetary policies, Chinese consumption, the local government debt crisis, and how much economis...

The story of Silicon Valley Bank not discussed in the news. This week we have the pleasure of speaking with investor, author and podcaster Rasheed Saleuddin, who took a break from his ski trip in Canada to join Gavin and help our listeners unpack the SVB story that unfolded over the weekend. Is it a story about treasury mismanagement, digital access of funds, social media frenzy? Or changing depos...

Markets this week are like the surfs at Tamarama, hard to find a peak to paddle into, hard to form a view on what it's trying to do. In this episode of Tomorrow's News, BFA Head of Community, Lucy Du talks to Gavin Ezekowitz about US consumer housing and the FOMC, China and Oil. —— Any information in this podcast is not intended to promote or recommend any particular product or services offered by...

In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green having pizza with Jonathan Shapiro, credit spreads and all things global credit — Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situati...

In this episode of Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz about the January CPI results, and what it means for equities, bonds and the next FOMC meeting. — Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any invest...

In this week's Tomorrow's News Gavin Ezekowitz speaks to pre-seed tech and crypto angel investor, Dr Rasheed Saleuddin. Rasheed was a post-doc in finance at Cambridge, with academic specialties in US interwar financial markets and the 2008 GFC. He ran a distressed mortgage hedge fund from 2008-2018, and is a fellow podcaster with his own weekly investment podcast At the Rotterdam We discussed Ray...

In this week's Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz on the market reactions following the FOMC meeting, and what that means for his investments and investors today. Gavin's Twitter follow: @michaeljburry — Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the obj...

This week on Tomorrow's News we invite special guest Roni Green to talk about Australian inflation on the back of December's CPI results, RBA's rate hikes, housing, and what that means for Roni's portfolio construction in the global context. Roni spent the past 12 years in Hong Kong working for investment bank JP Morgan and Hong Kong hedge fund Primes Asset Management. He is now CIO of GF Asset Ma...

We return this week for Tomorrow's News discussing the US dollar, Cardi B, bond markets, China and semi-conductors and more. We don't have a Twitter follow this week, but instead recommend listening to Benedict Evans and Toni Cowan-Brown's latest podcast episode: " Why are chips interesting again? " This is a public episode. If you would like to discuss this with other subscribers or get access to...

Tomorrow's News is back! In this episode, we talk about December's CPI numbers and key areas investors should be thinking about heading into 2023, such as wage inflation, commodities, AUD/USD, China, and VC. Gavin's Twitter follow this week: @AndreasSteno This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.sub...

In our final episode for 2022, Gavin gives us the big picture following CPI and FOMC, and shares his top three things to look to in 2023. Gavin's holiday Twitter follow will be revealed on Discord ( https://discord.com/invite/68hp37W2gt ) and Whatsapp shortly. We will be back in January 2023. Happy holidays 🥂 This is a public episode. If you would like to discuss this with other subscribers or ge...