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.

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.

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.

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 role of alternative investments.

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.

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, and how investors can navigate today’s rapidly changing environment.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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 information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. TCW, its officers, directors, employees, or clients may have positions in securities or investments mentioned...

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.

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.

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.

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.

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.

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.

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.

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.

Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares deep insights into private credit markets and his pioneering approach to middle-market lending, offering a nuanced perspective on the industry's challenges and opportunities.

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about understanding modern investment challenges and explores a counterintuitive thesis that markets are becoming less efficient over time.

Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportunities across the U.S. healthcare industry, with a focus on biotech as a driver of innovation. Tune in to explore the evolving landscape and discover key investment opportunities from this industry expert.

David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable insights into non-sponsor backed lending and provides an overview of the private credit landscape.

As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last week, and today, we reveal the top 5 insights.

As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 through 6, while the final episode of 2024 will reveal the top 5 insights.

Mike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24). In this episode, Mike shares valuable insights on how to add value to companies through operational improvements, leveraging the unique partnership with A&M Consulting.

Ben is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as of 9/30/24), and is renowned for its expertise in multi-asset class portfolios. In this episode, Ben shares his insights on his investment framework, the principles of value investing, and his perspectives on current market conditions.

In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, Alex shares personal insight on the four biggest mistakes that he has seen investors make in his experience, offering valuable guidance, aimed at helpinglisteners achieve better long-term outcomes by avoiding common pitfalls.

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental analysis.

Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and philanthropy.

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.