#121 - Matt McLennan: Resilient Wealth Creation, Patience, Gold
Matt is Head of Global Value and a PM at First Eagle Investments, a firm with $176B in AUM as of year‑end 2025, known for its long history and disciplined approach to capital preservation. We discuss ...
5 Maj 59min
#120 - Michael Nierenberg: Rithm’s Evolution Beyond a REIT
Michael is CEO of Rithm Capital, a global asset management platform with approximately $63 billion in AUM and over $110 billion in investable assets (as of 12/31/25). In this episode, we discuss Rithm...
28 Apr 42min
#119 - David Eichhorn: Client‑Focused Solutions at Scale
David is CEO and Head of Investment Strategies at NISA Investment Advisors, an institutional asset manager overseeing approximately $470 billion in assets as of year‑end 2025. In this episode, we disc...
21 Apr 49min
#118 - Jon Hirtle: The True OCIO Playbook
Jon is Executive Chairman and co‑founder of Hirtle Callaghan, a pioneering OCIO firm overseeing approximately $26 billion in assets as of the end of 2025 for families and institutions. Our conversatio...
14 Apr 1h 20min
#117 - Rod Wong: Biotech Innovation, Real Outcomes
Rod is Founder and CIO of RTW Investments, a life sciences investment and innovation firm focused on building and backing companies that aim to transform patients’ lives. We discuss his path from medi...
7 Apr 48min
#116 - Kevin Carter: EM Internet Opportunities & Risks
Kevin is the Founder and CIO of EMQQ Global, a specialist investment firm focused on emerging markets internet and digital consumer companies, and creators of 3 NYSE listed ETFs (EMQQ, FMQQ & INQQ). W...
31 Mars 1h 23min
#115 - Dr. Szymanski: Building Healthspan with Medicine 3.0
We take a brief detour from our usual investment‑focused conversations to welcome Dr. Jared Szymanski, a leading physician in preventative and precision medicine. Dr. Szymanski explains how Medicine 3...
24 Mars 48min
#114 - Michael Gross: Private Credit Crowding, Complexity Alpha
Michael is Co‑Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partne...
17 Mars 45min
