
EPISODES
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or check out our audio-only episodes below
Episode 25: Scaling with Success, with Amy Wilkinson
In our twenty-fifth episode, Amy Wilkinson discusses the mindsets and skillsets required for successful business scaling. A best-selling author, entrepreneur, and faculty member at Stanford Graduate School of Business, Amy shares key insights from her research and experience working with leading global companies and entrepreneurs.
Episode 24: The Business of Love, with Amy Andersen
In our twenty-fourth episode, Amy Andersen, CEO of Linx Dating, discusses the business of love. With a career spanning over two decades, Amy is a preeminent authority in the art of curated matchmaking for elite global clientele.al opportunities.
Episode 23: “This Is a Reset, Not a Bear Market” with David Levenson
In our twenty-third episode, David Levenson delves into the global markets, the monetary system, and all things macro. David is a long-time Wall Street veteran who worked for Steve Cohen and other major portfolio managers during his career. He clarifies for us what he sees as a market reset.
Episode 22: How Does Your Strategy Perform When You’re Wrong? with David Dredge
In our twenty-second episode, we welcome back David Dredge, the CIO of Convex Strategies to provide an update to The Hunger Games and discuss key trade ideas for 2025.
Episode 21: Market Dynamics, Investing + Trading Strategies with Michael Harris
In our twenty-first episode, Michael Harris shares his experience trading across various asset classes for the past three decades. We are thrilled to delve into his vast knowledge of markets, systems and investing philosophy
Episode 20: Is the Dollar Bull Run Doomed? with Rupert Mitchell
In our twentieth episode, Rupert Mitchell discusses markets as we traverse into 2025, specifically the USD, the Mag 7, credit shorts, commodities, and international opportunities.
Episode 19: Fundamental Stock Picking with Brad Lundy
In our nineteenth episode, Brad Lundy provides his insight into fundamental stock picking in the public markets
Episode 18: China: Past, Present & Future, with Michael De Clercq
In our eighteenth episode, we explore the evolution, current landscape and future outlook for China, including sourcing, tariffs, and the CCP.
Episode 17: Exploring Wine as an Asset Class with Denis Houles
In our seventeenth episode, Denis Houles opens our world to investing in wine. Denis is a visionary entrepreneur in the fine wine industry who founded 1275 Collections, a high-tech sanctuary for wine storage and investment. We learn about the intricacies of wine investment, current market trends, environmental impacts, and the evolving dynamics between producers and distributors. Denis shares insights on building a wine portfolio, the importance of provenance, and technological advancements in wine management. The episode concludes with Denis's recommendations for wine enthusiasts and his vision for the future of the wine industry.
Episode 16: Shining a Light on Private Markets with Tyson Hendricksen
In our sixteenth episode, we dive into the data behind private market valuations with Tyson Hendricksen, founder and CEO of Notice.co. An experienced Silicon Valley entrepreneur and investor, Tyson outlines trends in capital raised for private market opportunities and their valuations including how tens of thousands of employees are working at companies worth less than the money they raised.
Episode 15: Macro Credit, Crypto + Convexity, with Tian Zeng
In our fifteenth episode, we chat with macro hedge fund manager Tian Zeng, who runs Nirvana Capital Management and Phoenix Digital. We discuss macro credit, interest rates, and market positioning into the election. In addition, we explore various macro trading strategies he uses as well as market insights, asymmetric trades in the market today, and risk management.
Episode 14: Ready for Flying Cars? with Dave Lyons
In our fourteenth episode, the former Director of Engineering at Tesla and now leader of Propulsion Systems at Joby Aviation, Dave Lyons, delves into the world of flying cars. Dave discusses the broad market opportunity, why Joby is focused on the flying taxi market, the tech required, industry dynamics and challenges, the importance of partnerships, and the timeline for when we should expect our skies to change.
Episode 13: Tracking the Invisible Gorilla with Hugh Hendry
In our thirteenth episode, Hugh Hendry discusses the complexities of the financial markets, focusing on the mortgage market, systemic risks in the banking sector, and the implications of interest rate changes. He introduces the concept of the 'invisible gorilla' to illustrate overlooked risks, particularly in the context of refinancing and duration mismatches amidst global economic challenges.
Episode 12: How To Tell Your Story, with Allison Kluger
In our twelfth episode, we connect with 4-time Emmy-nominated and Stanford GSB lecturer Allison Kluger on honing your authentic personal brand. From engaging storytelling to professional pivoting to keeping your cool, Allison shares her key principles to ensure successful communication.
Episode 11: Does the Fed Matter? with George Robertson
In our eleventh episode, we run down the rabbit hole of the evolving role the Fed plays in the markets and the US economy with George Robertson.
Episode 10: Next Gen Infrastructure with Ruslan Zinurov
In our tenth episode, expert Investor/Operator Ruslan Zinurov breaks down the economics of next gen infrastructure, from industrial-grade blockchain infrastructure to digital asset mining infrastructure to what’s needed for AI/ML.
Episode 09: The Business of Global Sports with Titan Peter Hutton
In our ninth episode, we explore the global sports entertainment and media landscape with titan Peter Hutton.
Episode 08: Threading the Macro Needle with Darius Dale
In our eighth episode, Global Wall Street's leader in macro risk management, Darius Dale, charts a data-driven course to successfully navigate the next 12+ months for investors.
Episode 07: Navigating Through the AI/ML Hype with Subha Tatavarti
In our seventh episode, the former CTO of global India tech behemoth Wipro, Subha Tatavarti, gets down to brass tacks on the reality of AI + ML.
Episode 06: Connecting the Consumer Dots with Jeff Macke
In our sixth episode, veteran investor Jeff Macke breaks down how he gets ahead of key consumer trends. Join us for an entertaining lesson including highlights on Nike, Lulu, Starbucks and more.