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On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey, Dylan understands exactly how macro forces translate into the long-horizon, illiquid world of private equity and alternatives. On the show, we discuss:
- The current conflict in Iran and its effect on inflation
- Persistent government deficit spending and the implications for bond investors
- What asset class he is worried about
- Which segment of the market provides the most attractive mispricing
- And more!
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On today’s show we welcome special guest, Reflexivity Co-founder and President, Giuseppe Sette. Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise.
On the show we discuss:
The best use of AI in the investment process
Whet…
On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss:
Some of the hardest challenges he encountered building a marketplace startup
The…
On today’s show we welcome special guest, Victory Capital’s Chairman and CEO David Brown. Victory Capital is diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions.
On the show, we discuss:
The “multi-boutique” model and…
On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings.
On the show we discuss:
Which segment of the AI value chain faces the best prospects
Whether large la…
On today’s show we welcome special guest, Catalyst Funds CIO David Miller. Catalyst offers unique investment products to meet the needs of discerning financial advisors and their clients. On the show, we discuss:
How they find best of breed hedge fund managers
Why portable alpha makes sense for…
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