In Episode 25, Amy Wilkinson discusses the mindsets and skillsets requiredfor successful business scaling. A best-selling author, entrepreneur, and facultymember at Stanford Graduate School of Business, Amy shares key insights fromher research and experience working with leading global companies andentrepreneurs.
In Episode 24, Amy Andersen, CEO of Linx Dating joins Nadine Terman and Ben Brey to discuss the business of love. With a career spanning over two decades, Amy is a preeminent authority in the art of curated matchmaking for elite global clientele.
In Episode 23, we welcomed David Levenson, a veteran of Wall Street fixed income trader, to discuss his thesis that what is going on right now is a reset, not a bear market. David articulates his view through the lenses of fixed income and how it allows him to see the complexities of global markets with more clarity. The discussion covers the current leverage concerns, the implications of deleveraging, and investment strategies that should work during this transition period. David shares his insights on the future path of interest rates, risk assets, and economic recovery, providing listeners with key indicators to navigate the market effectively.
Join Michael Harris for tips on market dynamics, investing + trading strategies.
In Episode 20, Nadine and Ben welcome back Rupert Mitchell of Blind Squirrel Macro to discuss the current state of financial markets in 2025. We explore topics such as whether the USD bull run is almost over, the impact of Donald Trump on economic policies, the outlook for commodities and emerging markets, and focus on Rup focusing on Rupert's latest addition to his research offering - The BUSHY Portfolio.
In episode 19, we welcome Brad Lundy, founder and CIO of Butler Hall Capital, to discuss his investment philosophy and the current state of stock picking based on fundamentals. Brad shares insights on identifying investment opportunities in changing industries, navigating market volatility, and the evolution of market structure. He emphasizes the importance of fundamental value investing and the need for a long-term perspective in capital allocation.
In this episode, Nadine and Ben engage with Michael De Clercq, a seasoned entrepreneur with 50 years of experience doing business in China. Michael shares his journey to China in the 1970s, the evolution of sourcing and trade relations, and the key milestones that have shaped China's economic landscape. We then discuss the implications of tariffs and the future role of China in global trade amidst geopolitical tensions.
In Episode 17, Denis Houles opens up our world to investing in fine wine. Denis is a visionary entrepreneur in the fine wine industry who founded 1275 Collections, a high-tech sanctuary for wine storage and investment. We learn about the intricacies of wine investment, current market trends, environmental impacts, and the evolving dynamics between producers and distributors. Denis shares insights on building a wine portfolio, the importance of provenance, and technological advancements in wine management. The episode concludes with Denis's recommendations for wine enthusiasts and his vision for the future of the wine industry.
In our sixteenth episode, we dive into the data behind private market valuations with Tyson Hendricksen, founder and CEO of Notice.co. An experienced Silicon Valley entrepreneur and investor, Tyson outlines trends in capital raised for private market opportunities and their valuations including how tens of thousands of employees are working at companies worth less than the money they raised.
In Episode 15, we chat with macro hedge fund manager Tian Zeng, who runs Nirvana Capital Management and Phoenix Digital. We discuss macro credit, crypto, interest rates, and, of course, market positioning into the election. In addition, we explore various macro trading strategies that he utilizes as well as current market insights, asymmetric trades in the market today, and risk management. We focused on the implications of interest rate changes, the dynamics of the credit market, and the impact of government spending on economic stability and the significance of gold as a hedge against inflation and market volatility.
In our fourteenth episode, the former Director of Engineering at Tesla and now leader of Propulsion Systems at Joby Aviation, Dave Lyons, delves into the world of flying cars. Dave discusses the broad market opportunity, why Joby is focused on the flying taxi market, the tech required, industry dynamics and challenges, the importance of partnerships, and the timeline for when we should expect our skies to change.
In this conversation, Hugh Hendry discusses the complexities of the financial markets, focusing on the mortgage market, systemic risks in the banking sector, and the implications of interest rate changes. He introduces the concept of the 'invisible gorilla' to illustrate overlooked risks, particularly in the context of refinancing and duration mismatches amidst global economic challenges.
In our twelfth episode, we connect with 4-time Emmy-nominated and Stanford GSB lecturer Allison Kluger on honing your authentic personal brand. From engaging storytelling to professional pivoting to keeping your cool, Allison shares her key principles to ensure successful communication.
In this episode, Nadine Terman and Benjamin Brey engage in a deep conversation with George Robertson, a veteran in macro markets and fixed income trading. They explore George's extensive background in trading, his insights on the Federal Reserve's evolving role in monetary policy, and the implications of current economic indicators. The discussion also delves into fiscal policy's impact on economic growth and George's predictions for the future of the economy and markets.
Expert Investor/Operator Ruslan Zinurov breaks down the economics of next gen infrastructure, from industrial-grade blockchain infrastructure to digital asset mining infrastructure to what’s needed for AI/ML.
We explore the global sports entertainment and media landscape with titan Peter Hutton.
A global Wall Street leader in macro risk management, Darius Dale of 42 Macro, charts a data-driven course to successfully navigate the next 12+ months for investors.
The former CTO of global India tech behemoth Wipro, Subha Tatavarti, gets down to brass tacks on the reality of AI + ML.
Veteran investor Jeff Macke breaks down how he gets ahead of key consumer trends. Join us for an entertaining lesson including highlights on Nike, Lulu, Starbucks and more.
Banking expert Charlie Peabody outlines an expected blow-by-blow for the financial sector, while translating the nuances that will have major impacts on your risk assets.