#74 - Alan Waxman: Sixth Street, Leadership, Outlook
As Co-Founding Partner and CEO of Sixth Street, Alan has guided the firm from its founding to a leading global investment firm — an achievement that followed his early success as one of Goldman Sachs’...
10 Juni 20251h 3min
#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 Juni 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 Maj 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 Maj 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 Maj 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 Maj 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 Apr 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 Apr 20251h 18min
