With over two centuries of experience and $926B in assets (as of 9/30/25), Pictet Asset Management has a deep foundation in disciplined investing, and David, its Head of Quantitative Investments, explains how that expertise translates into modern quant and AI driven approaches. We discuss how he uses data, models, and human judgment to construct portfolios.
As CEO of Franklin Templeton ($1.68 trillion as of 12/31/25), Jenny offers a rare inside look at steering a legacy firm through rapid change and technological transformation. We discuss how she balances heritage with innovation, her acquisition strategy, the future of public and private markets, and her insights on AI, blockchain, investor behavior, and mispriced opportunities.
Josh is President & CIO of Beach Point Capital Management, overseeing more than $20B across the credit spectrum (as of 9/30/25). With decades of experience at BlackRock, Blackstone, and Angelo Gordon, he offers a builder’s perspective on platforms, portfolio construction, and leadership through cycles. In this episode, Josh explores the pros and cons of scale, the macro backdrop, the signals he watches to anticipate market shifts, and the biggest risks in today’s credit markets.
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5.
Pablos is a legendary hacker, inventor, and deep tech investor who helped launch Blue Origin and co founded Intellectual Ventures Lab with Microsoft’s first CTO. He explains what responsible hacking means and explores how deep tech and AI can deliver transformative breakthroughs for the future.
Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks forming beneath the surface.
Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt—and explains why the next decade will be a tug-of-war of megatrends and why consensus forecasts may miss the mark.
