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.

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.

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.

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.

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.

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.

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.

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.

In our ninth episode, we explore the global sports entertainment and media landscape with titan Peter Hutton.

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.

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.

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.

In our fifth episode, banking expert Charlie Peabody outlines an expected blow-by-blow for the financial sector, while translating the nuances that will have major impacts on your risk assets.

In our fourth episode, we discuss US power markets and shifting dynamics with veteran power trader and hedge fund manager Tom Jens.

In our third episode, we tackle the important truths about Alzheimer’s with expert Phyllis Ferrell. What is it? What does the research say about slowing versus curing the disease? How big is the battle? What can we do today? What drugs are on the horizon? What opportunities exist for investors to address this challenge? Arguably this will be one of the most important podcasts you listen to, for you and your loved ones.

In our second episode, we delve into the world of tail risk mitigation with thought leader David Dredge, the CIO for Convex Strategies. Simplifying the complex, David offers insights into a successful process for hedging risk for multi-asset portfolios, the challenges with traditional 60/40 portfolio allocations, and why the modern financial system based on “Sharpe World” needs a complete overhaul.

In today’s inaugural episode we discuss the premises underlying the ongoing bull market in US equities and where those premises may be shaky with long time market veterans Larry McDonald and Rupert Mitchell. In addition, Larry and Rupert discuss a few of their favorite trades currently and discuss some Emerging Markets plays in India and Brazil.