Recent Episodes
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How Sequoia Capital’s Roelof Botha is forging the future
Sep 20, 2024 – 59:57 -
Why China’s economy is struggling
Sep 17, 2024 – 19:02 -
Private equity investing with Blackstone’s Joe Baratta
Sep 10, 2024 – 39:50 -
Will Fed policy trigger a US recession?
Sep 5, 2024 – 25:56 -
Women in the workforce: Analyzing the gains and gaps
Aug 20, 2024 – 28:05 -
How a popular trade collapsed — and why it matters
Aug 13, 2024 – 25:32 -
Why recession fears are likely overblown
Aug 6, 2024 – 16:50 -
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
Aug 2, 2024 – 43:37 -
Can the US consumer stay strong?
Jul 30, 2024 – 21:58 -
Private credit investing with Ares Management’s Mike Arougheti
Jul 23, 2024 – 44:18 -
A skeptical look at AI investment
Jul 16, 2024 – 28:27 -
Oil’s extended reign? Adapting to a new era in oil markets
Jul 9, 2024 – 22:21 -
Taking stock: Can the US rally continue?
Jul 2, 2024 – 18:10 -
Large-cap investing with Jennison Associates’ Kathleen McCarragher
Jun 28, 2024 – 25:41 -
Why the French and UK elections matter for investors
Jun 25, 2024 – 26:16 -
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Jun 18, 2024 – 28:41 -
Power surge: AI, renewable energy, and the future of electricity
Jun 11, 2024 – 28:40 -
Central bank divergence: Why it's happening and why it matters
Jun 4, 2024 – 20:47 -
Can private equity bounce back?
May 28, 2024 – 26:55 -
Is China’s rebound for real?
May 21, 2024 – 27:58 -
How AI, the energy transition, and the future of work are shaping impact investing
May 14, 2024 – 21:54 -
Is the UK economy finally turning the corner?
May 7, 2024 – 22:13 -
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Apr 30, 2024 – 23:12 -
Weighing the GLP-1 Market
Apr 23, 2024 – 24:27 -
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Apr 16, 2024 – 22:01 -
Global insurers turn to private credit — and AI
Apr 9, 2024 – 19:53 -
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Apr 2, 2024 – 42:34 -
Are the largest US stocks too dominant?
Mar 26, 2024 – 19:08 -
Global transit & trade: in rough waters
Mar 19, 2024 – 32:45 -
High mortgage rates, limited inventory continue to challenge the US housing market
Mar 12, 2024 – 21:11 -
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Mar 5, 2024 – 37:02 -
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Feb 28, 2024 – 23:46 -
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
Feb 23, 2024 – 35:57 -
Shifting supply and demand dynamics buffer oil market
Feb 21, 2024 – 21:15 -
2024: the year of elections
Feb 13, 2024 – 25:31 -
Investing in a post-modern ‘super cycle’
Feb 6, 2024 – 23:14 -
The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
Feb 1, 2024 – 28:55 -
The Future of Four Wheels: Episode 3, The New New-Car Business
Jan 31, 2024 – 34:45 -
The Future of Four Wheels: Episode 2, Building the Car of the Future
Jan 30, 2024 – 29:20 -
The Future of Four Wheels: Episode 1, The Twin Revolution
Jan 29, 2024 – 26:04 -
Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities
Jan 23, 2024 – 19:41 -
America Powers On: Why US equities are still poised to outperform in 2024
Jan 18, 2024 – 22:24 -
US presidential elections outlook: Implications for policy and markets
Jan 9, 2024 – 27:06 -
KKR’s Henry Kravis on private equity, culture, and global markets
Jan 5, 2024 – 54:23 -
Uncharted territory: Navigating a ‘geopolitical recession’
Jan 3, 2024 – 34:59 -
Asset allocation outlook: The case for greater portfolio diversification in 2024
Dec 20, 2023 – 32:50 -
Focus on financials: Why banks and asset managers are constructive about the economy in 2024
Dec 18, 2023 – 28:20 -
Middle East risks
Dec 15, 2023 – 26:19 -
M&A in 2024: Navigating opportunities and challenges
Dec 12, 2023 – 20:25 -
Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
Dec 5, 2023 – 51:36
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