Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
In this episode, Owen Lamont of Acadian Asset Management and Harvard professor Randy Cohen discuss the evolution and appeal of private equity, focusing on its historically higher returns and lower reported volatility compared to public markets. They explore the concept of "liquid private equity," arguing that the same factors that drive LBO success—high profitability, low multiples, low risk, small size, and high payout ratios—align with well‑known quantitative equity factors, suggesting a replicable, liquid strategy for broader investors. Cohen also shares his personal journey, from academia to creating the FieldX incubator at Harvard, highlighting how entrepreneurial ventures emerge from university settings. The conversation underscores the challenges of volatility smoothing in PE reporting and the growing demand for liquid alternatives among both institutional and retail investors.
Is the US Dollar Collapse Imminent?
The episode examines whether a collapse of the US dollar is imminent, focusing on how recent Middle East conflicts have accelerated the shift of some nations toward trading oil in currencies like the yuan, ruble, or cryptocurrencies to avoid US...
Michael Kors' Store Makeover: Jet Set for a New Era - Where We Buy #377
In this episode of Where We Buy, host James Cook chats with Kevin Vong, SVP of Global Store and Workplace Experience at Capri Holdings, about Michael Kors' evolving "jet set" store concept, highlighted by a new Rockefeller Center location featuring...
Piecemeal over Portfolios: Selective Industrial Buys and Exits Show a Sharpshooting Template Ahead
The episode examines how institutional real‑estate managers are reshaping industrial portfolios by selectively buying, financing, and exiting assets rather than bulk‑buying. Guests Samantha Rowan and Asif Bade explain that location, modern Class A specifications, and power infrastructure drive demand, while tighter...
Seizing the Means of Messenger Production
In this episode, host Ryan Donovan talks with Galen Wolf‑Pauly, CEO of Tlan, about building a decentralized, user‑owned messaging platform built on the Urbit virtual‑machine architecture. Wolf‑Pauly explains how early internet ideals of personal control gave way to cloud services,...
Developing Electric Vehicles at Scale
In this episode, Sid Sadiq, founder of Electra Vehicles, shares the company’s evolution from a small workshop in West Yorkshire to a global supplier of heavy electric and hydrogen‑powered commercial trucks. He discusses the hurdles of navigating complex UK regulations,...
What We Don't Know with Matt Brittin & Hayaatun Sillem
In this debut episode of "What We Don't Know," hosts Matt Brittin and Hayaatun Sillem introduce their new series on leadership in a chaotic, uncertain world. They share personal reflections on stepping down from high‑profile roles and outline the show’s...
“Alexa, Let’s Go to Outer Space”
In this episode of Motley Fool Money, hosts Tyler Crowe, Matt Frankel, and John Klost discuss the rapid evolution of the space industry, focusing on the potential Amazon acquisition of Globalstar and its strategic value for Amazon’s satellite ambitions, as...
#852 I Wasted $40K on an AI Agency. Here's What I Built Instead
In this episode, host Dan interviews Aaron Anderson, founder of the link‑building agency LinkPitch.io, about his journey from hiring a $30K AI agency to building his own AI‑driven automation tools. After a disappointing agency experience, Aaron used Claude Code (via...
Macro Matters: The Auto ABS Landscape With BI’s Chadehumbe
In this episode, Bloomberg Intelligence ABS strategist Rod Chattagumbe discusses his newly released Auto ABS Primer, highlighting that auto ABS spreads have compressed to below their five‑year average and now appear relatively rich. He explains that strong upgrade‑to‑downgrade ratios—154 upgrades...
A Reality Check on Tariffs, Debt, and Growth From a Former Finance Minister
In this episode, former Chilean Finance Minister and LSE dean Andrés Velasco discusses the evolution of Latin American democracies, the decline of hyperinflation, and the limited impact of renegotiating NAFTA/USMCA on North American trade. He explains how Chile’s prudent fiscal policy—saving...
Jess Conroy, CEO of ROH, on Building the Financial Core Hotels Never Had
In this episode, Peter Renton interviews Jess Conroy, CEO and co‑founder of Roe, about the massive gap in financial infrastructure within the hospitality industry. Conroy explains how hotels still rely on manual, error‑prone processes to capture, reconcile, and track payments—from...
What Makes a Startup “Click”, Before It Even Exists? With Matt Cohen
In the debut episode of Make It Click, host Matt Cohen—founder and managing partner of Ripple Ventures—discusses how early‑stage investors spot promising startups before they’re even incorporated. He shares the signals he looks for in nascent teams, the importance of...
Lattice and Crosschq Acquire
In this 7‑minute episode of This Week in RegTech, host Chris Russell highlights two major acquisitions shaping talent acquisition: Crosschq’s purchase of Tradeify to create an outcome‑trained hiring model, and Lattice’s acquisition of Mandela’s AI‑native coaching tech to accelerate its...
5 Questions That Drive 80% of Your Growth
In this episode of the eCommerce Playbook, host Richard Gaffin and CTC VP of e‑commerce strategy Luke Austin break down the five core questions that drive the majority of a direct‑to‑consumer brand’s growth work: forecasting targets, optimal channel spend allocation,...
Mayo-Mustard Merger, Creatine Craze and HOP WTR On Top
The podcast highlighted McCormick's pending merger with Unilever's food division, uniting brands like Hellmann's and French's. Constellation Brands agreed to acquire HOP WTR, a functional sparkling water, while Create Wellness secured $20 million to expand into powdered beverages. Q Mixers announced its first...
Architecting a Resilient Family Office with Annette Hopper & Levi Hammett
Annette Hopper and Levi Hammett, co‑founders of Full Scope Solutions, discuss how family offices are formalizing back‑, middle‑, and front‑office functions. They outline a clear taxonomy for these departments and argue that outsourcing can deliver world‑class expertise while preserving control....
Interview with Turkiye's Diplomacy 02.04.2026
In this episode of Turkey's Diplomacy, financial consultant Laurent Lecoe explains that the ongoing Iran war, dubbed Operation Epic Fury, is pushing the global economy into stagflation, with rising inflation and stagnant growth. He highlights how oil supply disruptions are...
Women of the New Frontier: Capital, Ownership & The Founder’s Journey W/Allison Ellsworth, Rachel Roy & Theresa Fette
In this episode, founders Allison Ellsworth (Poppy Soda), designer Rachel Roy, and fintech entrepreneur Theresa Fette discuss their journeys from humble beginnings to multi‑billion‑dollar exits, emphasizing the importance of owning control, embracing embarrassment, and making bold, sometimes "stupid" decisions. They...
M&A Roll-Up Playbook: How Zayo Did 45 Acquisitions and Returned 8.5x | Dan Caruso (Part 1)
In this episode, Dan Caruso, founder and former CEO of Zayo, walks through his 45‑deal roll‑up strategy that delivered an 8.5x return, sharing how he built a disciplined, buyer‑led M&A thesis, sourced and integrated fiber assets, and allocated capital to...
Bootstrapped SaaS Growth When AI Took Over the Market
In this episode, host Omer Khan talks with Sylvester Dupont, the bootstrapped founder of Parser, a B2B SaaS that automates data extraction from documents. Sylvester recounts how the company spent a year building the product without customer input, launched to...
Markets Surge and Everything You Need to Know About SpaceX
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and Dani Hewson review a volatile week in global markets, noting a rally driven by optimism over a potential de‑escalation of the Iran conflict and lower oil...
What $1B+ Allocators Actually Look For: 7 Strategies to Close Entrepreneurial Capital
The podcast reveals how $1B+ family offices, like Prime Pulse, evaluate mid‑stage companies by focusing on founders rather than pure financial metrics. They apply a people‑first thesis, using seven leadership traits and operational resilience as primary filters. AI tools aid...
Michael Jordan, Tiger Woods and the Highest Paid Athletes Ever
In this episode of The Sportacast, hosts Scott Sashnik and Eben Novi‑Williams dive into the world’s highest‑paid athletes, highlighting Michael Jordan’s unparalleled earnings, Tiger Woods, Cristiano Ronaldo, LeBron James, and Lionel Messi. They discuss how Jordan’s Jordan Brand generates roughly...
GA 626 | Learning to See Waste with Randall Dupre
In this episode, host Ron interviews lean veteran Randall Dupree, who shares his journey from a high‑school machinist to a corporate lean leader and now founder of ForgePoint. Randall discusses how his first Kaizen project sprang from an A3 board...
Alex Blania on Proof of Human and Building World's Identity Network
In this episode, Alex Banya, co‑founder and CEO of World, explains the emerging "Proof of Human" challenge—how to verify that online interactions are truly from unique humans rather than AI bots or agents. He outlines why traditional methods like government...
LinkedIn Is Rewriting the Rules of Visibility
In this episode, host Michael Stelzner and co‑host Jerry Potter sit down with LinkedIn ads authority AJ Wilcox to unpack LinkedIn’s new visibility mechanics—from AI‑driven content discovery and semantic markup to revamped ad personalization tools and stricter rules on automated...
Descrybe's Quest to Democratize Legal Research (Kara Peterson & Richard DiBona)
In this episode of Technically Legal, host Chad Main talks with husband‑wife founders Kara Peterson and Richard DiBona about their AI‑native legal research app, Describe. The duo explains how a personal employment dispute during the pandemic led them to discover...
How to Think Faster and Talk Smarter, with Matt Abrahams
In this episode of Masters of Scale, communication expert Matt Abrahams—Stanford Business School professor and host of the Think Fast, Talk Smart podcast—shares science‑backed strategies for speaking confidently and persuasively. He explains why public‑speaking anxiety is a universal, evolution‑rooted response...
#49: Inside the Mind of a Space Engineer Turned VC (Feat. Koen Geurts, Senior Investment Manager at HTGF)
In this episode, Koen Geurts, a former aerospace engineer who worked on ESA's Rosetta/Philae mission and later managed satellite operations at Telespazio, discusses his transition to venture capital as Senior Investment Manager at Germany's Hightech Gründerfonds (HTGF). He shares behind‑the‑scenes...
Lead Better - Leaders Who Empower a Surrogate to Speak for Them
In this episode of Lead Better, hosts Sierra and Scott explore the pitfalls of leaders delegating authority to surrogates without clear boundaries or context. Through anecdotes—like a student leader left in charge without peers knowing—and a deep dive into roles...
The "Software Finder" Cash Machine
In this episode, Adnan Malik, founder and CEO of Software Finder, explains how his bootstrapped B2B software marketplace generates $20‑$25 million in annual revenue with 15‑20% profit margins by offering free, 10‑minute human consultations to buyers and charging software vendors for...
256: AI and Bond Markets: How Artificial Intelligence Is Reshaping Fixed Income Investing
Artificial intelligence is reshaping fixed‑income markets, influencing capital demand, real interest rates, and debt issuance as firms fund AI infrastructure through bonds. Jeff Rosenberg of BlackRock Systematic explains how machine‑learning and generative AI enhance systematic investing, sentiment analysis, and issuer...
From Ultramarathons to Market Shifts: Scott Sambucci on Leading Innovation
In this episode, Scott Zambucci, Managing Director at NIA1, discusses how his background in ultramarathons and scaling tech firms informs his approach to accelerating innovation in regulated financial services. He explains NIA1's core offering—a secure, off‑estate digital sandbox that streamlines...
When You’re Worn Down—And Your Team Is Too
In this episode, workplace strategist Daisy Auger‑Dominguez explores how managers can reclaim joy amid the grind of modern leadership, especially for middle managers feeling the pressure from both senior leadership and their teams. She defines joy as deep, sustainable satisfaction...
208. It's Been One Year Since Trump's "Liberation Day" Tariffs
In this episode, Chad Bowne and FT reporter Amy Williams review the fallout from President Trump's "Liberation Day" tariffs announced on April 2, 2025, which imposed a baseline 10% duty on most imports and higher rates on select countries. They...
My Recommendation on How To Do Product Seeding
In this 7‑minute episode, the host breaks down product seeding as a systematic funnel rather than a one‑off giveaway, emphasizing its role in generating user‑generated content, social proof, and valuable signal about which creators truly drive results. He outlines a...
Halter’s $2 Billion Question, with Founder Craig Piggott
In less than a year, New Zealand‑based Halter secured $165 million in a Series D round and a further $220 million in Series E, pushing its valuation to roughly $2 billion even as global ag‑tech funding has slumped more than 70 percent. The company’s virtual‑fencing system, which...
Metal Movers: How the Iran Conflict Is Impacting Steel Markets
The Metal Movers episode examines how the Iran‑Israel conflict has disrupted global steel markets, from the closure of the Strait of Hormuz to direct strikes on Iranian steel plants. Reporters detail the immediate supply shock—loss of roughly 500,000‑600,000 t/month of Iranian...
Meta Ads Q&A: Creative, Budgets, and What’s Actually Working Right Now
In this live Q&A, Smart Marketer CEO Molly Pittman and Advertising Director Dennis Paskalev field real‑world questions about Meta advertising, covering creative volume, budget sizing, campaign structure, and what tactics are delivering results today. They emphasize that small businesses can...
When And How To Sell Your Company
In this episode, the hosts discuss the complexities of selling a private‑equity‑backed company, covering when to exit, why timing matters, and the role of market conditions, management goals, and fund‑level liquidity needs. They explain the typical five‑year investment horizon, how...
Lead Time in Manufacturing: A Complete Guide to Types, Strategies, and Optimization
In this 17‑minute episode of the MRP Easy Manufacturing Podcast, the hosts break down lead time—what it is, how it differs from cycle, throughput, and takt time, and why it matters for profitability and customer loyalty. They explain the various...
E638: The 5 Silent Giants Killing It on Amazon
In this episode, host Dave highlights five Amazon‑dominant brands that quietly generate over $100 million each year, ranging from supplement pioneer Mary Ruth Organics to legacy beauty giant L’Oréal, cleaning‑product specialist Wayman Brands, niche appliance‑cleaner maker Active Official, and historic coffee...
UFA Completes $48.2 Million Acquisition of AgraCity Assets
UFA completed a $48.2 million acquisition of AgriCity’s crop‑protection assets, including a finished fertilizer blender at Belle Plaine, registrations, IP and a packaging facility in Saskatoon. CEO Fred Toon emphasized that the deal uniquely guarantees farmers who were owed product by...
All Options Considered: Iran War, Hormuz and Market Tails
In this episode, Tanvir Sandhu and CFR senior fellow Edward Fishman dissect the evolving objectives of the U.S.-Israel conflict with Iran, focusing on control of the Strait of Hormuz and its implications for global oil supplies. Fishman argues that the...
Brutal Quarter Ends With a Rally — But Risks Are Rising
The episode reviews the dramatic end‑of‑quarter rally in U.S. equities, driven by shifting geopolitical signals around the Iran‑Saudi conflict and a potential de‑escalation hinted at by former President Trump and Iran’s president. Host Ed Elson and guest Kevin Gordon, head...
U.A.E. Preparing to Help Open Strait of Hormuz By Force
The Wall Street Journal’s What’s News covers the United Arab Emirates’ shift toward becoming a combatant in the Iran‑U.S. conflict, as it prepares to help force‑open the Strait of Hormuz by clearing mines and supporting a U.N. resolution authorizing military action. Middle‑East...
3 Trends Reshaping the Creator Economy in 2026
In the Q1 2026 episode, the hosts identify three major trends reshaping the creator economy: the explosive growth of live streaming, especially IRL formats; the rise of a lucrative clipping economy that turns live moments into viral short-form content; and...
What Happens When a Public Company Goes All In on AI
In this episode, a16z partner David Haper talks with Owen Jennings, Block’s executive officer, about the company’s bold decision to cut roughly 40% of its workforce and reorganize around AI‑driven small squads. Jennings explains how breakthroughs in large‑language‑model coding tools...
Corewell Health’s Jarve Says Population Health Data Challenges Demand Internal Builds
In this episode, Dr. Bob Jarvie, Associate CMIO and Medical Director for Population Health Analytics at Corewell Health, explains why the health system built its own internal population health data platform instead of relying on external vendors. He highlights the...