Episode #422: Best Idea Show – Doron Junger, Sanvia Capital – US Biotech
Episode #422: Best Idea Show – Doron Junger, Sanvia Capital – US Biotech
Guest: Dr. Doron Junger leads Sanvia Capital, a nascent Florida-based biopharmaceutical investment firm, which Doron originally started as a Millennium Partners platform company. A surgeon by background, Doron Junger has since 2005 managed public equity portfolios of biotechnology and pharmaceutical companies for some of the world's premier...
Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low
Episode #421: Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low
Guest: Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree.
Date Recorded: 6/1/2022 | Run-Time: 1:25:12
Summary: In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff...
Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character
Episode #420: Dan Cooper, ROC Investments – ROC: Return on Character
Guest: Dan Cooper is the founder and CEO of ROC Investments, which allocates capital on the basis of the behaviors of the CEOs and their senior executive teams.
Date Recorded: 5/11/2022 | Run-Time: 50:11
Summary: Dan shares how he ran a strategy focused on investing in companies with...
Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward
Episode #419: Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward
Guest: Peter Zeihan is an expert in geopolitics: the study of how place impacts financial, economic, cultural, political and military developments. His newest book is The End of the World Is Just the Beginning: Mapping the Collapse of Globalization.
Date Recorded: 5/24/2022 | Run-Time: 1:00:50
Summary: In...
Episode #418: Mebisode – Red Light
Episode #418: Mebisode – Red Light
Run-Time: 10:45
Summary: In this Mebisode, Meb reads his post from February 2022 titled “Red Light," which discussed the risk of an expensive market entering a downtrend. As he said in the piece, "historically speaking, markets have performed poorly when in a downtrend, characterized by higher volatility and drawdowns."
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Episode #417: Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market
Episode #417: Andrew Peck, Baron Capital – A Growth Manager's Take on The Market
Guest: Andrew Peck is the co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing; it has over $50 billion in assets under management. Andrew serves as the Portfolio Manager for the Baron Asset Fund, Baron...
Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Episode #416: Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Guest: Jan van Eck serves as the President & CEO and an owner of VanEck, which offers value-added exposures to emerging industries, asset classes and markets as well as differentiated approaches to traditional strategies. ask rep for aum
Date Recorded: 5/4/2022 | ...
Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Episode #415: Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Guest: Sajid Rahman is the co-founder & CEO of Digital Healthcare Solutions and Managing Partner of MyAsiaVC, an early stage venture fund.
Date Recorded: 4/27/2022 | Run-Time: 57:14
Summary: In today’s episode, we talk with someone who’s made over 1,400...
Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company’s Former CFO
Episode #414: Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO
Guest: Tim Laehy is the CFO at Crexi, a marketplace for buying, selling, and leasing commercial real estate online. He was previously the CFO at Coinbase and has extensive experience as a public & private company CFO, leading three successful IPO's and...
Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Episode #413: Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Guest: Antti Ilmanen is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In this role, he manages the team responsible for advising institutional investors and sovereign wealth funds and develops the firm's...