All Episodes
Episodes
Liquid Assets: Exploring Wine as an Asset Class with Denis Houles
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...
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Shining a Light on Private Markets with Tyson Hendricksen
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...
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Macro Credit, Crypto and Convexity with Tian Zeng
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...
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Episode 14: Ready for Flying Cars? with Dave Lyons
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...
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Tracking the Invisible Gorilla with Hugh Hendry
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...
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How to Tell Your Story, with Allison Kluger
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,...
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Does the Fed Matter?
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...
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Next Gen Infrastructure With Ruslan Zinurov
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.
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The Business of Global Sports with Peter Hutton
We explore the global sports entertainment and media landscape with titan Peter Hutton.
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Threading the Macro Needle with Darius Dale
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.
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Navigating through the AI / ML Hype with Subha Tatavarti
The former CTO of global India tech behemoth Wipro, Subha Tatavarti, gets down to brass tacks on the reality of AI + ML.
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Connecting the Consumer Dots with Jeff Macke
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.
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