Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Last week was one of the most volatile in market history. In the last twenty-five years, it's likely matched only by the pandemic and Global Financial Crisis in the breadth of potential outcomes for t...
14 Huhti 20251h 1min
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launc...
14 Huhti 202545min
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework fo...
14 Huhti 202555min
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most in...
14 Huhti 20251h 26min
Howard Marks – Navigating Private Credit (EP.439)
Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overseeing $200 billion primarily in credit investments...
7 Huhti 202547min
WTT: Private Equity Investing in 2030
This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges might impact allocations going forward. Allocators wil...
2 Huhti 20257min
Meghan Reynolds – Art of Capital Formation (EP.438)
Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad Gerstner. Meghan joined Brad three years ago, after...
31 Maalis 20251h 8min
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching
We are excited to launch our latest initiative - Capital Allocators Coaching. We've brought together a team of retired CIOs and asset management executives to coach managers on telling their story. ...
27 Maalis 20251min
