Episodes

INVESTING INSIGHTS | MARKET INSIGHTS | 06.17.2025

#75 – Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification

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.

MARKET INSIGHTS | INVESTING INSIGHTS | 06.10.2025

#74 – Alan Waxman: Sixth Street, Leadership, Outlook

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.

MARKET INSIGHTS | INVESTING INSIGHTS | 06.03.2025

#73 – Greg Sharenow: Inflation History, Outlook, and Hedging

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.

INVESTING INSIGHTS | INDUSTRY INSIGHTS | MARKET INSIGHTS | 05.27.2025

#72 – Damien Bisserier: Bridgewater Lessons, Advising Families, Diversification

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.

INVESTING INSIGHTS | MARKET INSIGHTS | 05.13.2025

#70 – David Powers: Wasatch Culture, Market Cycles, Long-Term

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.

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.