Insightful Investor

Jeff spent nearly three decades at Bridgewater Associates, rising from research roles to Partner and Head of the Portfolio Strategist Group before departing at the end of 2023. He brings deep insights...

11 Feb 20251h 11min

Adam is the CIO of Irenic Capital Management, a hedge fund he co-founded after eight years at Elliott Management. In this podcast, he shares his perspective on activist investing, particularly in smal...

4 Feb 202556min

Lawrence is the Founder and CEO of Golub Capital, a leading alternative investment manager specializing in private credit and direct lending, that he launched in 1994. In this podcast, Lawrence shares...

28 Jan 202550min

Cliff is a Founder, Managing Principal and CIO at AQR Capital Management. As a pioneering quantitative investor, he provides listeners with a unique blend of academic rigor and practical wisdom about ...

21 Jan 20251h 21min

Andrew is co-founder of Oberland Capital, a healthcare investment manager with $3.5 billion in assets (as of 11/30/24). In this episode, he shares valuable insights into the challenges and opportuniti...

14 Jan 202543min

David is the co-founder and co-portfolio manager of Kennedy Lewis, an alternative investment firm specializing in credit strategies with over $17 billion in AUM (as of 11/13/24). David shares valuable...

7 Jan 20251h 4min

As we wrap up 2024, I'm excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. These insights are presented in two parts: insights 10 through 6 were released last wee...

17 Des 202446min

As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 th...

10 Des 202453min