
#105 - Josh Baumgarten: Credit Investing Across Firm Sizes
Josh is President & CIO of Beach Point Capital Management, overseeing more than $20B across the credit spectrum (as of 9/30/25). With decades of experience at BlackRock, Blackstone, and Angelo Gordon,...
13 Tammi 1h

#104 - Jim Gianopulos: The Evolution of Hollywood and Tech
Jim, former Chairman & CEO of 20th Century Fox and Paramount Pictures, helped bring Titanic, Avatar, and Top Gun: Maverick to global success. In this episode, we explore his journey from lawyer to stu...
6 Tammi 1h 20min

#103 - Alex Shahidi: Top 10 Insights of 2025 (Part 2)
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features the top 5 insights. Last week we unveiled insights 10 through 6.-This podcast/we...
30 Joulu 20252h

#102 - Alex Shahidi: Top 10 Insights of 2025 (Part 1)
As 2025 draws to a close, we’re proud to present the year’s top 10 insights, ranked from 10 to 1. This episode features insights 10 through 6, while our final release of the year will unveil the top 5...
23 Joulu 20251h 14min

#101 - Pablos Holman: Hacking, Deep Tech & AI
Pablos is a legendary hacker, inventor, and deep‑tech investor who helped launch Blue Origin and co‑founded Intellectual Ventures Lab with Microsoft’s first CTO. He explains what responsible hacking m...
16 Joulu 202549min

#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks
Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks for...
9 Joulu 202545min

#99 - Joe Davis: Megatrends and the Tug-of-War Economy
Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt...
2 Joulu 20251h 10min

#98 - Mark Sear: Industry Evolution
Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s dr...
25 Marras 202546min




















