Insightful Investor

Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50‑year record of long‑term, concentrated value investing. In this episode, he breaks down how true multi‑year inve...

20 Jan 55min

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 Jan 1h

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 Jan 1h 20min

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 Dec 20252h

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 Dec 20251h 14min

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 Dec 202549min

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 Dec 202545min

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 Dec 20251h 10min