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Logan Allin discusses how size becomes the enemy of venture returns, why private markets are changing, and how Fin Capital is building a full-lifecycle platform focused on enterprise software by taking a contrarian approach and finding inefficient market opportunities.
Harley Bassman discusses macroeconomic trends, investment strategies, and market insights, focusing on persistent inflation, fiscal deficits, passive equity flows, mortgage-backed securities, long-dated bond options, private credit, MLPs, and gold as an alternative currency.
Sam Gaer of Monarq Asset Management discusses how his firm uses quantitative directional strategies to trade crypto assets, aiming to provide an institutional-quality return stream that outperforms bitcoin by managing risk and leveraging technological expertise.
Dan Ivascyn discusses the changing fixed income landscape, the potential for bond investments in 2025, and the opportunities in global markets amid evolving economic and political conditions.
Dan Wertman from Noetica discusses how AI is being used to analyze credit market deal terms, revealing a "flight to fortification" with lenders increasingly adding structural protections amid potential market distress and complex AI-related financing structures.
Robert Smith from the Financial Times breaks down the $12 billion bankruptcy of First Brands Group, revealing a complex web of off-balance-sheet financing, potential invoice fraud, and the growing concerns in the private credit market.
In this episode of Odd Lots, Bill Bullard, CEO of R-CALF USA, discusses the challenges facing America's cattle ranchers, including industry consolidation, import pressures, and the shrinking domestic beef supply, highlighting how a lack of antitrust enforcement and market concentration have squeezed independent cattle producers.
Lyn Alden discusses the current state of the U.S. economy, AI investment, Bitcoin, and the potential for an AI bubble, highlighting the two-speed economy driven by AI capital expenditure and fiscal deficits while expressing a moderate bullish outlook on AI's long-term transformative potential.
Corey Hoffstein discusses the importance of solving client problems beyond market performance, emphasizing that successful investment products must provide unique value propositions and address behavioral finance challenges for financial advisors and investors.
Jack and Max discuss the Magnificent Seven's massive AI capital expenditures, credit market "cockroaches" like Broadcom Telecom fraud, and the Federal Reserve's potential balance sheet expansion, highlighting the ongoing AI investment boom and emerging market stresses.
Joseph Wang discusses how the Federal Reserve is likely to expand its balance sheet to avoid losing control over the repo market due to increasing fiscal deficits and growing demand for short-term financing.
Senator Bernie Sanders discusses the Democratic Party's abandonment of the working class, the rise of oligarchy in America, and how progressive policies on identity issues alienated the very voters they needed to win elections.
Jeremy Allaire, CEO of Circle, discusses how stablecoins like USDC can help maintain the US dollar's global reserve currency status by creating a more efficient, transparent, and programmable digital financial infrastructure on the internet.
Netflix partners with Spotify and The Ringer to launch 16 podcast series on its platform in early 2026, marking its entry into the podcasting world with exclusive content from Bill Simmons and other popular shows.
A discussion with John Caruso from Franklin Templeton about their strategic approach to private markets, emphasizing long-term partnership, diversification, and growth across institutional and retail channels.
Hightower's head of alternatives discusses the firm's strategic approach to wealth management, focusing on democratizing private markets access, leveraging technology, and providing diversified investment solutions across public and private markets.
Jack and Max discuss the AI capex bubble, gold and silver's rising prices, market froth, potential short positions like Smith & Wesson, and their bullish outlook on US stocks, AI infrastructure, and precious metal streaming companies.
PsiQuantum, a quantum computing startup, raised $1 billion in its Series E funding round, bringing its total private capital to nearly $2 billion. The company is focused on building a million-qubit quantum computer by 2027, with a strategic approach of developing large-scale systems for commercially impactful applications in materials science, chemistry, and other domains.