Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
This is a fantastic episode featuring Dave DeWalt, who is as informed as anyone on cybersecurity after spending 15 years […]
This is a fantastic episode featuring Dave DeWalt, who is as informed as anyone on cybersecurity after spending 15 years […]
Greenig discusses trend-following in-depth, why he thinks ‘Pax Americana’ is ending, the risks and opportunities in the energy transition and
Koenigsberger explains his multi asset approach to investing in emerging markets, pushes back on the idea that all emerging market
Value manager Richard Oldfield shares what led him to become a value manager, why he believes value has done poorly
In one of the best episodes of the year on the energy situation, Doomberg discusses the transition from energy abundance
Housing analyst Ivy Zelman shares why rising interest rates, higher inventory levels and demographic headwinds lead her to predict a
Mark Yusko discusses portfolio allocation using the endowment model, innovation as an asset class, and a practical framework for evaluating
Jim Leitner discusses growth versus value rotations, structural tech trends and 60/40 risks, digital options and Bitcoin within today’s macro
Jim Leitner discusses navigating macro across asset classes, the path of the dollar and China, and central bank policy risks.