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I sat down with Robert Natzler - Investment Manager and member of the Investment Committee for Baillie Gifford’s Private Companies team. This is the crew that have invested inSpaceX, Anthropic, Anduril, Stripe, Alibaba, Spotify, Palantir, Airbnb (the list keeps going)…all while they were private. Robert and the team spend their time travelling the world, looking for exceptional growth companies to...

There was only one person to get in for this episode… To do a tour of Private Markets, we needed someone that understands Macro, can connect the dots with Public Markets and understands Private Assets deeply. Thankfully David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory , was over from San Diego. It was a super interesting conversation – David made the case that a global invest...

Bubbles & Black Holes – A Conversation with Alex Dryden A wide-ranging discussion on career paths, asset bubbles, Private Credit and risk-free rates. As an intro, Alex Dryden is a Doctoral Research Fellow at SOAS and the Founder of “Financial Fables” - an awesome weekly newsletter on Economics, Investing and Finance. Alex brings technical topics to life through storytelling. You really should...

The content of this podcast is for informational and entertainment purposes only and does not constitute financial advice, investment advice, trading advice, orany other kind of advice. Nothing discussed in this podcast should be taken as a recommendation to buy, sell, or hold any financial instrument or security. Presenters and contributors to this podcast may hold personal positions in securitie...