Episodes

FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 08.04.2026

#134 - Steve Ketchum: No Called Strikes in Private Credit

Steve is the Founder, CEO, and CIO of Sound Point Capital Management, a credit-focused asset manager with $44B in AUM. He discusses navigating private credit cycles, managing risk in stressed markets, and applying a “no called strikes” mindset—waiting patiently for the fat pitch where risk-reward is decisively in your favor.

MARKET INSIGHTS | INVESTING INSIGHTS | 07.28.2026

#133 - Jan van Eck: Macro Forces Shape Markets

Jan van Eck is CEO of VanEck, a global investment firm managing over $230 billion. Drawing on decades of studying markets and history, he shares how major macro forces shape investment outcomes, how to position portfolios for structural change, and why big-picture trends may matter more than traditional frameworks.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.30.2026

#129 - Cathy Marcus: Real Estate Reset

Cathy, Co-Head and Global COO of Real Estate at PGIM, joins us to discuss navigating a $217B real estate platform within a $1.4T firm (as of 12/31/25) and what decades across multiple cycles have taught her about risk, leadership, and investing discipline. She breaks down the current real estate reset, how higher rates are reshaping underwriting and opportunity, and where she sees mispricing across sectors from housing to data centers.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.23.2026

#128 - Sarah Ketterer: Temporary Setbacks, Durable Businesses

Sarah is co founder, CEO, and portfolio manager at Causeway Capital Management, which she helped launch in 2001 and now manages approximately $68B in assets (as of 3/31/26). She explains how she invests in companies facing temporary setbacks, why underwriting earnings power two years out may matter more than near term results, and how thinking past the trough helps identify durable businesses before the recovery becomes obvious.

INVESTING INSIGHTS | MARKET INSIGHTS | 06.16.2026

#127 - Brian D'Arcy: Institutional Sports Investing

Brian D’Arcy is a Partner at Sixth Street, a global investment firm managing over $130 billion in assets as of year end 2025. He breaks down how Sixth Street approaches sports as an institutional asset class, from identifying asymmetric return profiles and underwriting media and streaming risk to investing beyond team ownership in the broader sports and live entertainment ecosystem.

INVESTING INSIGHTS | MARKET INSIGHTS | 04.28.2026

#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT

Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm’s evolution beyond its REIT roots, competing with larger asset managers, navigating public and private markets, and Michael’s views on credit, commercial real estate, asset based finance, and housing as investors search for yield.

INVESTING INSIGHTS | MARKET INSIGHTS | INDUSTRY INSIGHTS | 04.14.2026

#118 - Jon Hirtle: The True OCIO Playbook

Jon is Executive Chairman and Co-Founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversation explores how structure, philosophy, execution, and culture inform long term portfolio construction, along with views on risk, manager selection, private markets, and industry change.

MARKET INSIGHTS | INVESTING INSIGHTS | 03.31.2026

#116 - Kevin Carter: EM Internet Opportunities & Risks

Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). We discuss EM internet opportunities and risks, including why investing in companies—not countries—matters, how to think about China and India through a risk aware lens, and where EM indexes and governance can break down.