#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 inflatio...
3 Kesä 202549min
#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 a...
27 Touko 202551min
#71 - David Rutherford: Navy Seal Mindset, Embracing Fear
David is a former Navy SEAL, SEAL instructor, and CIA contractor who has become a motivational speaker, performance coach, and founder of the Froglogic Institute. In this episode, David shares powerfu...
20 Touko 20251h 6min
#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 navigati...
13 Touko 202555min
#69 - Bob Louzan: Asset-Based Lending, Downside Protection
Bob is Co-Founder and Managing Partner at WhiteHawk Capital Partners. He explains how their creative asset-based lending approach is designed to deliver downside protection while navigating the unique...
6 Touko 202547min
#68 - Andrew Sheiner: Private Equity, Selectivity, Discipline
Andrew is Founder and CEO of Altas Partners, which is a Toronto-based private equity firm that manages over $10B (as of 3/31/25). Andrew shares insights about why a concentrated, quality-focused appro...
29 Huhti 20251h 10min
#67 - Soo Chuen Tan: Long-Term Equity Investing
Soo Chuen is the founder of Discerene Group, a $2.5 billion investment manager (as of 12/31/24) specializing in fundamental, contrarian, long-term value investing in global equities. He shares insight...
22 Huhti 20251h 18min
#66 - Jason Illian: Leadership, Legacy, Principles
Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to gro...
15 Huhti 202559min
