Episodes

INVESTING INSIGHTS | 04.29.2025

#68 – Andrew Sheiner: Private Equity, Selectivity, Discipline

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.

INVESTING INSIGHTS | 04.22.2025

#67 – Soo Chuen Tan: Long-Term Equity Investing

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.

INVESTING INSIGHTS | 04.15.2025

#66 – Jason Illian: Leadership, Legacy, Principles

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.

MARKET INSIGHTS | INVESTING INSIGHTS | 04.08.2025

#65 – Julian Brigden: Macro and Market Outlook

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.

INVESTING INSIGHTS | MARKET INSIGHTS | 04.01.2025

#64 – Katie Koch: Effective Leadership

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.

INVESTING INSIGHTS | MARKET INSIGHTS | 03.25.2025

#63 – Paul Podolsky: Art and Science in Investing

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.

FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 03.18.2025

#62 – Jeffrey Gundlach: Big Picture Outlook

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.

FEATURED GUESTS | INVESTING INSIGHTS | MARKET INSIGHTS | 03.11.2025

#61 – Jonathan Ruffer: Financial History, Market Cycles, Outlook

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.