Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
April 14, 2025, 8:41 p.m.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Howard Marks – Navigating Private Credit (EP.439)
WTT: Private Equity Investing in 2030
April 2, 2025, 8:41 p.m.
Meghan Reynolds – Art of Capital Formation (EP.438)
March 31, 2025, 8:40 p.m.
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching
March 27, 2025, 8:40 p.m.
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
March 24, 2025, 8:41 p.m.
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
March 17, 2025, 8:41 p.m.
Shannon O’Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
March 10, 2025, 8:41 p.m.
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
March 3, 2025, 8:41 p.m.
[REPLAY] David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Feb. 24, 2025, 8:41 p.m.
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
WTT: Will Blackstone Become Private Equity's Millennium?
Feb. 21, 2025, 8:41 p.m.
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Feb. 17, 2025, 8:41 p.m.
Ian Charles - Private Equity's New Rules (EP.431)
Feb. 10, 2025, 8:41 p.m.
[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
Feb. 3, 2025, 8:41 p.m.
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
Jan. 27, 2025, 8:41 p.m.
WTT: When Will Private Markets Normalize?
Jan. 22, 2025, 8:41 p.m.
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
Jan. 20, 2025, 8:41 p.m.
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
Jan. 16, 2025, 8:41 p.m.
Donald Miller - Building a Story Brand (EP.426)
Jan. 13, 2025, 8:41 p.m.