Insightful Investor

Andrew is the Janet Yellen Professor of Finance and Management at the Yale School of Management and Director of the Yale Program on Financial Stability, specializing in financial crises. He discusses the vulnerabilities of the banking system, lessons from recent crises like SVB and the GFC, the government’s role in crisis management, and the biggest risks facing today’s financial system. - This po...

Jon is President and COO of Blackstone—one of the world’s largest and most highly valued investment firms, managing over $1.1 trillion in assets (as of 3/31/25). He shares his career journey, insights on leading through rapid growth, and his outlook on the evolving landscape of investing and innovation. Listen for a candid take on leadership, culture, and the future of finance. - This podcast/webc...

Dr. Leonard Kleinrock, a distinguished professor of computer science at UCLA, helped invent the Internet and supervised the sending of its first message in 1969. In this episode, he shares stories from those early days, reflects on the evolution of the Internet, and discusses what the rise of AI means for the future of technology and society. - This podcast/webcast is provided for informational pu...

Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses the evolution of the industry and the growing rol...

Jeff is the founder of Triatomic Capital and former Google SVP. He shares lessons from building Google Maps, Ads, and Gmail, founding GRAIL for early cancer detection, and leading transformative teams. Jeff discusses his vision for backing “century-defining” companies and offers insights on leadership, innovation, biotech, and building companies that change the world. - This podcast/webcast is pro...

Liz Ann is the long-time Chief Investment Strategist at Charles Schwab, with over 25 years at the firm and frequent appearances on CNBC, Bloomberg, CNN, and CBS News. She shares insights on the core principles of investing, the challenges of maintaining discipline, and the impact of economic and policy uncertainty. We discuss inflation trends, market cycles, portfolio construction, diversification...

As Co-Founding Partner and CEO of Sixth Street, Alan has guided the firm from its founding to a leading global investment firm — an achievement that followed his early success as one of Goldman Sachs’ youngest-ever partners. He offers an inside look at Sixth Street’s investor-first approach and shares his perspectives on today’s investment landscape. - This podcast/webcast is provided for informat...

Greg is Managing Director and Portfolio Manager at PIMCO, one of the world’s largest asset managers. He leads the firm’s commodity and real asset strategies. Greg discusses the forces driving inflation, how investors can navigate today’s evolving macro environment, and why diversification is essential when hedging inflation risk. - This podcast/webcast is provided for informational purposes only a...

Damien is my long-time business partner and the other Co-CIO of Evoke Advisors. He brings a unique perspective shaped by his journey from advising some of the world’s largest institutional investors at Bridgewater to working with wealthy families and smaller institutions. Through this transition, Damien has gained firsthand experience with a wide range of investment approaches and priorities. - Th...

David is a former Navy SEAL, SEAL instructor, and CIA contractor who has become a motivational speaker, performance coach, and founder of the Froglogic Institute. In this episode, David shares powerful lessons on embracing fear, building resilience, and developing a SEAL mindset-offering actionable insights for investors, business leaders, and anyone striving for peak performance. - This podcast/w...

Dave is Senior Portfolio Manager at Wasatch Global Investors, a $25B equity manager based in Salt Lake City (as of 3/31/25). He discusses Wasatch’s collaborative culture, lessons learned from navigating market cycles, and the discipline behind a long-term investment approach. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or...

Bob is Co-Founder and Managing Partner at WhiteHawk Capital Partners. He explains how their creative asset-based lending approach is designed to deliver downside protection while navigating the unique risks and opportunities of lending to middle market companies. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advi...

Andrew is Founder and CEO of Altas Partners, which is a Toronto-based private equity firm that manages over $10B (as of 3/31/25). Andrew shares insights about why a concentrated, quality-focused approach can deliver superior results in private equity, how disciplined risk management and patient capital drive value, and the significance of partnering closely with management teams. - This podcast/we...

Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term value investing in global equities. He shares insights into his unique investment approach, which emphasizes patience, structural moats, and significant margins of safety. - This podcast/webcast is provided for informational purposes only and should not...

Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to growth equity investing, and the importance of building meaningful relationships. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, o...

Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from the last decade. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or...

Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balancing career and family, and her perspectives on investing, including alternative investments. No testimonial or endorsement was intended by means of this material, and no compensation was paid for this appearance. This material is for general informatio...

Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing his investment framework, the art and science of investing, and his views on inflation, market trends, and geopolitics. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business...

Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations. - This podcast/webcast is provided for informational purposes only and should not be considered leg...

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advi...

Josh is the Founder and CEO of leafplanner and Principal at Josh Kanter Wealth Advisory Services. Drawing on his nearly 25 years of experience managing his family's single-family office, Josh shares insights on legacy building, creating a family "owner's manual," and illuminating common pitfalls wealthy families face when raising children. - This podcast/webcast is provided for informational purpo...

Bob serves as Co-CIO of Bridgewater Associates, one of the world’s largest hedge funds, where he has helped shape the firm’s investment processes and strategies for nearly four decades. Bob shares insights on how to engineer an efficient portfolio framework and delves into the psychology of investing and how to practically apply these principles in the real-world. - This podcast/webcast is provide...

Richard is the founder of Legacy Capitals and author of Legacy and Love Your Clients . He explores the human side of wealth and delves into family dynamics, generational challenges, and strategies for preserving legacies. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendati...

Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights into market dynamics, investor psychology, risk assessment, and investment frameworks drawn from his extensive experience at one of the world's most renowned hedge funds. - This podcast/webcast is pr...

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smaller companies. Drawing from his experiences at Elliott and Irenic, Adam offers insights into risk management, market inefficiencies, and the evolving landscape of activist investing. - This podcast/we...