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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. American Funds Distrib ...
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The Memo by Howard Marks

Oaktree Capital Management

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On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Perspectives

Rothschild & Co Wealth Management Switzerland

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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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Conversations with investment and business thought leaders, founders, and experts geared toward the family office executive or family principal. Join host Joe Reilly as we learn from the best in the investment and business world. Great stories, analysis and insights you can use in a family office context.
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Product Talk

Products That Count

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Produced by Products That Count, a 501(c)3 nonprofit that helps everyone build great products, this podcast is an award-winning show by and for product minds, with millions of downloads and a 5-star rating on most major platforms. Each of the 300+ episodes features a product leader interviewing another product leader and exploring what it takes to build great products. Recent ones feature the Chief Product Officers of Brex, Glassdoor, Experian and more. About Us: Products that Count is a 501 ...
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Construction Leaders Podcast

Construction Management Association of America

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An original podcast presented by the Construction Management Association of America, focused on the latest in capital management, and the issues and challenges impacting construction managers the most.
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What Works

Tara McMullin

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"Work" is broken. We're overcommitted, underutilized, and out of whack. But it doesn't have to be this way. What Works is a podcast about rethinking work, business, and leadership as we navigate the 21st-century economy. When you're an entrepreneur, independent worker, or employee who doesn't want to lose yourself to the whims of late-stage capitalism, this show is for you. Host Tara McMullin covers money, management, culture, media, philosophy, and more to figure out what's working (and wha ...
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Complexity Premia

Coolabah Capital Investments

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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Excess Returns

Jack Forehand and Justin Carbonneau

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Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
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Thanks for listening to another episode of Making Billions with Ryan Miller: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors. This show covers topics connecting you to some of the best investment funds that won in their industry—from making money and motivation to alternative investments, fund managers, entrepreneurs, investors, innovators, capital raisers, money mavericks, and industry titans. If you want to start a business, understand investme ...
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Redefiners

Russell Reynolds Associates

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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Barenaked Money

Verecan Capital Management Inc.

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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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Welcome to the DealMakers show, hosted by Alejandro Cremades. Alejandro is a serial entrepreneur, best-selling author, and cofounder at Panthera Advisors (M&A and fundraising advisory). On this podcast you will find weekly interviews with entrepreneurs that have been very successful at raising capital or getting their company acquired. You can learn more at https://alejandrocream.wpengine.com
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The Investing Podcast

Narwhal Capital Management

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The Investing Podcast presented by Narwhal Capital offers daily market commentary and long-form investment analysis, opinion, theory and entertainment. Visit our website: https://www.narwhalcapital.com/ Please see disclosures: https://www.narwhalcapital.com/disclosure
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Art of Boring

Mawer Investment Management Ltd.

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Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 50 years.
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Equity

TechCrunch, Mary Ann Azevedo, Kell, Theresa Loconsolo, Rebecca Bellan, Rebecca Szkutak

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The intersection of technology, startups, and venture capital touches everything now. That’s why Equity, TechCrunch's flagship podcast, digs into the business of startups for entrepreneurs and enthusiasts alike. Every Wednesday and Friday, TechCrunch reporters keep you up-to-date on the world of business, technology, and venture capital. Equity is ranked the No.2 podcast in the Top 100 Venture Capital All time leaderboard on Goodpods—As well as No.17 for the Top 100 Finance All time chart an ...
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Twice-weekly conversations with top executives and thought leaders at the intersection of business, technology, and innovation. Each episode of Technovation explores the technology trends that are transforming business, and the leaders driving digital change inside their organizations. Produced by Metis Strategy and hosted by firm President Peter High, Technovation is the premier podcast for IT and technology professionals with the largest collection of interviews with elite CIOs, CTOs, and ...
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The Lone Star Capital Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices. New episodes every Monday at 9am EST.
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Enter the Boardroom lifts the veil on the secretive world of boards, giving you the information you need to get more board roles and become better board members. Join Nurole CEO Oliver Cummings as he sits down with the extraordinary people shaping today's and tomorrow's boardrooms.
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Space Capital Podcast, the playbook for investing in the space economy, is hosted by Chad Anderson, founder and Managing Partner of Space Capital, the world’s leading seed-stage venture capital firm investing in the space economy. Listen for unique insights into startup activity and investment trends from the founders and innovators at the forefront.
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FinPod

Corporate Finance Institute

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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Line of Credit

Merricks Capital

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Merricks Capital is excited to announce the release of Line of Credit, a monthly podcast providing insights into the world of private credit across Agriculture, Commercial Real Estate, Energy and Infrastructure, Corporate and more. The series will be hosted by Adrian Redlich, Founder, Executive Chairman and Chief Investment Officer at Merricks Capital. Each episode, Adrian will speak with industry experts in our dedicated lending sectors, to provide insights into current economic and investm ...
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The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.
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Business Excelleration® is The Hackett Group’s weekly podcast featuring insights and research data designed to help business leaders improve efficiency and effectiveness in finance, human capital management, strategic sourcing, procurement, and information technology (IT).
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Legal Management Talk

Legal Management Talk

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The official podcast of the Association of Legal Administrators. We offer tips for pros in legal management: managing law firms, corporate legal departments and government legal agencies. For attorneys and legal managers alike. Learn more at alanet.org.
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Space Capital Podcast, the playbook for investing in the space economy, is hosted by Chad Anderson, founder and Managing Partner of Space Capital, the world’s leading seed-stage venture capital firm investing in the space economy. Listen for unique insights into startup activity and investment trends from the founders and innovators at the forefront.
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The Dividend Cafe

The Bahnsen Group

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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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Join me in this episode of Fund Friday as Craig McGrouther sit down with Scott Croul, Senior Vice President at PeakHill Capital. Scott shares his extensive experience in commercial real estate, spanning several decades and multiple market cycles. From his beginnings at CBRE to his current role focusing on preferred equity and loan workouts, Scott p…
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Once you hit retirement, you'll probably have money in several types of accounts: a 401(k) from work, some personal money in a brokerage account, your regular checking account at the bank, and maybe some Roth IRAs, to name a few. Once it's time to start withdrawing that money, the important question you should ask yourself is this: from which accou…
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Send us a text Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller and today I have my dear friend Nic DeAngelo. Nic is the president of Saint Investment Group, a $200 million real estate fund that has returned an average of 35.5% each year for his investors. He's a three time founder that has been featured in Forbes and …
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Carlos N. Escutia's entrepreneurial journey is an exciting story of experiences drawn from diverse roles across countries, industries, and business models. It is a fine example of adaptability, resilience, and strategic thinking. His latest venture, GroWrk, has attracted funding from top-tier investors like K20 Fund, Hustle Fund, Act One Ventures, …
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Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Today we're thrilled to be joined by Glenn Solomon, managing partner at Notable Capital. Along with Granite Asia, Notable Capital was one of two groups to emerge from GGV Capital, which recently split into two groups with Notable…
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Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…
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Greg Fleming is the President and Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March 2018. Greg and I discuss the pivotal Lehman weekend in September of 2008 when he was instrumental in the sale of Merrill Lynch to Bank of America, his thoughts on orga…
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In the rapidly evolving landscape of fintech, few stories stand out as vividly as that of Colin Walsh, founder of Varo Bank. He has had remarkable accomplishments, including raising over $1B and running a company with a team dispersed worldwide. Varo Bank has attracted funding from top-tier investors like Warburg Pincus, TPG, HarbourVest Partners, …
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Today’s guest is Ted Seides from Capital Allocators podcast. I first did a print interview with Ted exactly seven years ago, when he had just completed his first book So You Want to Start a Hedge Fund? and had just started his podcast. Since then he has written two more books, Capital Allocators and today’s topic Private Equity Deals and now has on…
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Andrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclo…
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The Equity podcast crew is wrapping up another eventful week, with real estate, AI agents, gambling, and secondary markets — which are, of course, a form of legalized gambling. Mary Ann Azevedo, Becca Szkutak, and Devin Coldewey started off this Friday's episode with the acknowledgment that the X/Twitter ban situation in Brazil is possibly too comp…
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Today's Post - https://bahnsen.co/4cOxt92 Understanding Single Stock ETFs and the Demand-Side Dynamics in Investing In this week's episode of Dividend Cafe, David Bahnsen, recording from New York City before heading to Paris for his anniversary, delves into the concept of single stock ETFs. Despite not recommending such financial products, the disc…
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In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the macroeconomic themes and market volatility expected in the coming week. They delve into US recession risks, the impact of AI monetization in tech stocks, and upcoming key events such as Apple's product launch. Additionally, th…
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Rohit Choudhary's journey from a curious teenager in India to a seasoned entrepreneur and innovator demonstrates the transformative power of technology and entrepreneurial spirit. His latest venture, Acceldata, has attracted funding from top-tier investors like Insight Partners, March Capital, Industry Ventures, Lightspeed, and Sorenson Ventures.…
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Hedge fund investing has undergone significant changes over the past two decades, but with multi-strategy platforms now dominating, has the evolution peaked, or is another shift on the horizon? Join Vincent and Mark van der Zwan, CIO of Hedge Fund Solutions at Morgan Stanley Investment Management, as they explore the past, present, and future of he…
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How can a comprehensive operating system help with scaling brands? In this episode of Product Talk hosted by Nacho Andrade, Settle Head of Product Warren Brown discusses how the company is building a comprehensive operating system to help scaling brands manage the complexities of their operations. Warren explains the four key dimensions of complexi…
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Typically, in coordination with Bitcoin Park, ARK publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Preston Pysh, Show Host and Co-Founder of The Investor’s Podcast Network …
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MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK ⚫ Follow S…
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Andrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosureעל ידי Narwhal Capital Management
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In this episode of Careers in Finance on FinPod, we talk with Ashok Manthena about his experiences at companies like Google, Gap, and Ingersoll Rand, highlighting the unique opportunities and challenges in finance functions. The conversation explores the impact of AI on finance processes, automation, predictive analytics, and generative AI. Ashok p…
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In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground, including: The challenge of distinguishing investment edge from noise over typical investing lifetimesThe concept of return stacking and how it allows investors to increase p…
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Market Updates and Economic Insights: September 5th Edition In today's episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida, sharing a mixed day in the markets. The Dow closed down by 219 points and the S&P fell by a third of a percent, though the NASDAQ saw a slight increase. The 10-year yield dropped 3 basis points, while …
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In this episode, we catch up with Madeline Lawrence, CBO of Aikido Security, former Partner at Peak, and one of the most colorful voices in the European tech and venture capital scene. Aikido recently raised $17M to bring “no BS” security for devs. This round comes just 6 months after they raised $5.3M in seed funding. Aikido is the get-it-done sec…
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904: As technical surveillance, AI, and advanced technologies become increasingly ubiquitous, the CIA, as a human intelligence organization, must be equipped to address these challenges. Through public and private collaborations, the agency is integrating critical technologies essential for national security. In this episode of Technovation, host P…
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Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next shining star in Asia, and how building close relationships has been the key to success throughout his career. #CapGroupGlobal For full disclosures go to…
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Are LLM wrappers a viable business model? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss how to capture economic value in an AI age. If you know ARK, then you probably know about our long-term research projections, like …
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Andrew, Ben, and Tom discuss yesterday's market sell-off, DOJ's subpoena of Nvidia, & various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Today on Equity, we're throwing it back to when Mary Ann interviewed Roger Lee, an entrepreneur who’s spent the better part of a decade building tools for employees and employers alike. Lee is an angel investor as well the creator of Layoffs.FYI and co-founder of Comprehensive and Human Interest. Roger joined us on the show last year in the wake of…
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Welcome to Exude Human Capital Consulting's Hold on... Let Me Close My Door podcast! Bringing real HR stories from real professionals with real solutions to you! Join us as we navigate the ever-changing workplace with your host Alison DiFlorio. Today's guest is Jackie Linton, President of JL HR Solutions, LLC. Today we are discussing Which Comes 1s…
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How can electricity grid hardware stability be enabled with data software? The scale and urgency of the transformation required to fight climate change has never been more clear. Building hardware and software products, acquiring the funding and creating a diverse community to enhance talent capacity and to drive innovation, is essential to tacklin…
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Market Analysis and Economic Indicators: September 4th Update In this episode of Dividend Cafe, Brian Szytel provides a market update from Palm Beach, Florida, on September 4th. The discussion covers the aftermath of a significant market drawdown driven by weak manufacturing data and a sell-off in the technology sector, particularly semiconductors.…
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Did you know that the name "Rothschild" comes from the "red shield" that once hung in front of the family’s house in the Judengasse in Frankfurt am Main, Germany? It was also here that Mayer Amschel Rothschild established his business in the late 18th century. In this edition of our podcast, we welcome Henrik Herr, CEO of Wealth Management Germany.…
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Wussten Sie, dass der Name „Rothschild“ vom roten Schild stammt, das einst vor dem Haus der Familie in der Judengasse in Frankfurt am Main hing? Hier legte Mayer Amschel Rothschild im späten 18. Jahrhundert den Grundstein für sein Geschäft. In dieser Folge unseres Podcasts begrüssen wir Henrik Herr, CEO von Wealth Management Deutschland. Er spricht…
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My latest book, Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals, arrives next week. This post shares how this book came to be, a glimpse at what’s inside, and a rebuttal of common criticisms of private equity. Read Ted’s blog here.
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Dan Gardner is the international best-selling author of Superforecasting, How Big Things Get Done, Risk and Future Babble. Tune in to hear his thoughts on: What are the key insights from Superforecasting for board members? (1:15) Can you expand on the idea of probabilistic thinking? (10:00) Practically, how can board members apply concepts like epi…
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Join Melissa Dotson and Nate Watson in this episode as they discuss insights ranging from identifying those who benefit from budgeting to practical strategies for diverse financial scenarios. Gain valuable tips on combining finances with your spouse and evaluating affordability. Whether you're embarking on your financial journey or seeking to optim…
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In the newest episode of the Space Capital Podcast, the team at Space Capital, including our former intern Tycho Bogdanowitsch, discusses the significant impact of SpaceX's Starship on the space economy, emphasizing its unprecedented capabilities and the challenges it presents. The conversation highlights how Starship's ability to launch massive pa…
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In the newest episode of the Space Capital Podcast, the team at Space Capital, including our former intern Tycho Bogdanowitsch, discusses the significant impact of SpaceX's Starship on the space economy, emphasizing its unprecedented capabilities and the challenges it presents. The conversation highlights how Starship's ability to launch massive pa…
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Andrew, Ben, and Tom discuss Harris's claims to keeping US Steel domestically owned, Hamas hostage murders, and our view on refinancing. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure…
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Today's Post - https://bahnsen.co/4cXvPC2 https://www.cnbc.com/2024/09/03/nvidia-tumbles-leading-chip-stocks-lower.html Market Recap: Tech Sell-off and Economic Data Analysis In this edition of Dividend Cafe, David Bahnsen, Chief Investment Officer at the Bahnsen Group, provides an update on market performance for the Tuesday, September 3rd, follow…
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In this episode, join us as we talk about Fannie Mae and Freddie Mac and our goal to secure select sponsor status. I dive into the perks of this status, such as better rates and treatment. We also discusses the obstacles podcasters face with these agencies. Our conversation then moves to current market trends, focusing on occupancy rates and rent g…
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In the ever-evolving world of technology and startups, few stories are as inspiring as that of Ray Chohan, co-founder of Patsnap. This company has raised over $300M in funding and is now on a path to becoming a leader in AI-enabled intelligence platforms. Patsnap has attracted funding from top-tier investors like Vertex Ventures, CITIC Industrial I…
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