最高の Alex Shahidi ポッドキャスト (2024)

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#45 - David Dredge: Risk Management (Part 2) 1:24:01

3d ago1:24:01

1:24:01

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.…

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#44 - Jeff deGraaf: Technical Analysis 1:12:47

10d ago1:12:47

1:12:47

Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ranked the #1 technical analyst on Wall Street for over a decade. He shares insights about the benefits of technical analysis compared to fundamental an…

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#43 - David Dredge: Risk Management 1:18:52

17d ago1:18:52

1:18:52

Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at Fortress, RBS, Bankers Trust, and Bank of America. Dave shares insights about risk management, including identifying flaws in conventional risk framewo…

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#42 - Adam Nash: Tech, Finance, Leadership, Philanthropy 1:22:40

24d ago1:22:40

1:22:40

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and ph…

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Evoke 20-Minute Market Outlook Podcast for Q4 2024 20:46

24d ago20:46

20:46

A recap of our key observations about the economy and markets.Evoke Advisors による

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#41 - Roy Leckie: Walter Scott, Long-Term Investing 46:17

1M ago46:17

46:17

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.…

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#40 – Doug Kiersey: Logistics Properties, Dermody 58:06

1M ago58:06

58:06

Doug is the CEO and President of Dermody Properties, a firm that has developed and acquired $8B in industrial logistics assets (as of 6/30/24) since its founding in 1960. He provides insights on e-commerce and logistics, market trends, and potential risks in the industry.Alex Shahidi による

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#39 - Michael Green: The Bitcoin Bear Case 1:14:54

2M ago1:14:54

1:14:54

Last month, we examined the bull case for Bitcoin. In today's episode, we hear the counterargument from Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management. Founded in 2020, Simplify aims to provide high-quality alternative strategies through low-cost ETFs and currently manages $5.8 billion (as of 8/31/24).…

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#38 - Sophie Bakalar: For-Profit & For-Good 45:36

2M ago45:36

45:36

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities…

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#37 - Jeff Krasnoff: Private Real Estate Investing 1:18:46

2M ago1:18:46

1:18:46

Jeff is the Founder and CEO of Rialto Capital Management, a firm that oversees $21B in commercial real estate assets as of 6/30/24. With his extensive experience over 4 decades, Jeff offers valuable perspectives on both private real estate property and debt investments. He also shares his outlook for various real estate markets.…

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#36 - Tom Keck: Private Markets Overview & Outlook 1:15:28

2M ago1:15:28

1:15:28

Tom is co-founder and head of research and portfolio management at StepStone, which manages over $150B and focuses on private markets. Tom shares an overview and insights about the various segments within private markets: equity, credit, real estate, infrastructure and secondaries.Alex Shahidi による

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#35 - Ted Seides: Industry Insights, Portfolio Construction 1:07:21

2M ago1:07:21

1:07:21

Ted is a podcaster and investment industry expert. He started his career working with David Swensen at the Yale Endowment and has spent the past 30+ years studying, speaking and writing about investing. He launched the Capital Allocators Podcast in 2017 and has published 3 books on investing. Ted shares insights on the investment industry, discusse…

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#34 - Jeffrey Sherman: Fixed Income, Market Outlook 1:20:53

3M ago1:20:53

1:20:53

Jeffrey is Deputy CIO of DoubleLine Capital, which manages over $90B (as of 6/30/24). Jeffrey provides excellent insights into the big economic picture, the fixed income market, and investment outlook.Alex Shahidi による

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#33 - Matt Hougan: Bitcoin History & Outlook 1:00:30

3M ago1:00:30

1:00:30

Matt is the CIO of Bitwise Asset Management, which pioneered the first crypto index fund in the world. Prior to Bitwise, Matt was the CEO of ETF.com. Matt shares his perspectives on the history of Bitcoin, risks of investing, outlook and much more.Alex Shahidi による

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#32 - George Milling-Stanley: Gold History & Outlook 1:15:33

3M ago1:15:33

1:15:33

George is the Chief Gold Strategist at State Street Global Advisors. Prior to his decade at State Street, he spent 15 years at the World Gold Council and has been working with gold for about 50 years. George shares insights about the history of gold, how it can serve as a portfolio diversifier and his gold market outlook.…

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#31 - Dan Ivascyn: Fixed Income, Market Outlook 53:30

3M ago53:30

53:30

Dan is Group CIO of PIMCO, one of the world’s largest asset managers ($1.8 trillion as of 6/30/24). Dan is also the lead portfolio manager of the PIMCO Income Strategy that he launched in 2007. Dan shares valuable insights about the fixed income market and his market outlook.Alex Shahidi による

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#30 - Meb Faber: Industry Insights, Investment Framework 1:30:20

4M ago1:30:20

1:30:20

Meb is Co-Founder, CEO and CIO of Cambria Investment Management, which manages about $2.5B (as of 6/30/24). He also started a podcast 8 years ago called the Meb Faber Show where he interviews some of the brightest minds on Wall Street. Meb shares insights about the investment management industry, the financial advisory industry and portfolio constr…

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Evoke 20-Minute Market Outlook Podcast for Q3 2024 20:30

4M ago20:30

20:30

A recap of our key observations about the economy and markets.Evoke Advisors による

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#29 - Karen Karniol-Tambour: Market Outlook, Portfolio Construction 54:03

4M ago54:03

54:03

Karen Karniol-Tambour is Co-CIO at Bridgewater Associates, which is one of the world’s largest hedge funds. Drawing from her 18-year career at the firm, she offers valuable insights into her professional journey, Bridgewater's current market outlook, and strategies for effective portfolio construction.…

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#28 - Michael Kim, Kelli Fontaine: Seed Investing, Small Funds 1:32:38

4M ago1:32:38

1:32:38

Michael is the Founder of Cendana Capital, a San Francisco-based firm that invests in very early-stage venture capital funds globally. Kelli Fontaine joined the firm 6 years ago and is a Partner. Cendana was launched in 2010 and has over $2B in assets (as of 3/31/24). Michael and Kelli provide insights into the world of VC and seed investing, why t…

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#464: Tej Dosa – A Deep Audio Call With A Close Friend 1:56:09

4M ago1:56:09

1:56:09

Just a Skype audio call with a dear friend (https://x.com/ComedicBizman).https://x.com/heydannymiranda

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#27 - Jacob Ziemann: AI Explained 1:08:07

4M ago1:08:07

1:08:07

Jacob is a Partner and Portfolio Manager at Glynn Capital Management, which invests in private and public technology growth companies. The firm was founded 50 years ago and Jacob has been right at the forefront, witnessing AI innovation up close and regularly interfacing with pioneers from top private and public technology companies. With this uniq…

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#26 - Rob Arnott: Quant Investing, Asset Class Outlook 1:34:04

5M ago1:34:04

1:34:04

Rob is Founder and Chairman of Research Affiliates ($147B in assets as of 3/31/24), which he launched in 2002. Rob shares insights into quant investing, the outlook for various asset classes, mean reversion, rebalancing alpha, asymmetric risks and much more.Alex Shahidi による

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#25 - Stephen Nesbitt: Cliffwater, Private Debt 43:42

5M ago43:42

43:42

Steve is the Co-Founder and CEO of Cliffwater, a $78B investment advisory firm specializing in alternative investments. He also manages two private debt funds with combined assets of $23B. Steve shares insights into the history and future prospects of the private debt market.Alex Shahidi による

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#24 - Martín Escobari: GA, Entrepreneurship, Growth Equity 1:12:33

5M ago1:12:33

1:12:33

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook…

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#23 - Melissa Ma: China, India, PE 1:13:13

5M ago1:13:13

1:13:13

Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing in private markets in these two large markets.Alex Shahidi による

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#22 - Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels 1:01:55

5M ago1:01:55

1:01:55

Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook.Alex Shahidi による

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#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes" 1:05:59

6M ago1:05:59

1:05:59

Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics properties over 20+ years. Bob shares insights about the industry’s evolution over the past few decades, the impact of e-commerce on logistics and growing demand for “small boxes.”…

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#20 - Matt Smith: Ruffer, Market History, Outlook 1:53:15

6M ago1:53:15

1:53:15

Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insights about Ruffer’s unique investment philosophy, risk management, financial markets history and the firm’s market outlook.Alex Shahidi による

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#463: Judson Kauffman – David Goggins Meets Brene Brown 1:01:46

6M ago1:01:46

1:01:46

Judson is a former Navy SEAL, seasoned entrepreneur, and transformational coach. In this episode, we talk about why men need to become emotionally vulnerable, how he went from being a Navy SEAL to a transformative Coach for the Modern Man, and his 4 step process on how you can live a more fulfilled life. My info:My Twitter: https://twitter.com/heyd…

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#19 - Michael Bego: Secondaries, Private Markets 1:08:52

6M ago1:08:52

1:08:52

Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about the secondaries market and private investments.Alex Shahidi による

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#18 - David Samra: Value Investing, Market Efficiency 1:12:53

6M ago1:12:53

1:12:53

David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspectives about value investing, the importance of buying at a discount to intrinsic value and risk management.Alex Shahidi による

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#17 - Hal Hershfield: Behavioral Finance, Future Self 59:01

7M ago59:01

59:01

Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future Self: How to Make Tomorrow Better Today. Hal shares key insights about how people make decisions and common behavioral biases.Alex Shahidi による

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#462: Cal Callahan – Insights On Breaking Free, Truth, Family, and Finding Purpose 1:17:33

7M ago1:17:33

1:17:33

Cal Callahan is an entrepreneur and podcast host. In this episode, he shares his transformative journey from a successful trading career to a path of deeper self-discovery and healing. My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/ Cal's Instagram: https://www.instagram.com/cal.callahan/ Cal…

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#16 - Gerard O'Reilly: DFA, Financial Science, Indexing 1:15:55

7M ago1:15:55

1:15:55

Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares his perspectives about flexible index investing, market cycles, diversification and AI.Alex Shahidi による

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#461: Will Ahmed – How to Balance Ambition and Gratitude as an Entrepreneur 56:31

7M ago56:31

56:31

Will Ahmed is the founder of WHOOP a recovery-focused fitness tracker. In this episode, we explore the balance between ambition and gratitude, how Amazon copied his product, and the impact of personal choice in life and business. 00:00 Intro 00:36 The Impact of Meditation on Will's Life 05:15 Learning to Meditate is a Superpower 06:48 Controlling Y…

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Evoke 20-Minute Market Outlook Podcast for Q2 2024 21:34

7M ago21:34

21:34

A recap of our key observations about the economy and markets.Evoke Advisors による

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#15 – Kjerstin Hatch: Muni Bond Market 52:32

7M ago52:32

52:32

Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bond market. Kjerstin provides insights into the unique nature of the muni market and the inefficiencies that lead to investment opportunities.Alex Shahidi による

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#460: Tej Dosa, Elle Beecher, & Talia Jacqueline – Finish The Feeling, Circle Of Consciousness, Living In Love 3:25:58

7M ago3:25:58

3:25:58

Tej, Elle, and Talia have changed my life, and this is the first time I get to record an episode in person with all of them.In this episode we dive into spiritual wisdom, the power of money, and the journey toward emotional integrity.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Tej's Twitte…

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#459: John Shahidi – Social Media Mogul On Getting Healthy, Trends, & Prioritizing Family 1:15:12

7M ago1:15:12

1:15:12

John Shahidi is the president of Happy Dad. In this episode we dive into the importance of health, spirituality, and maintaining close family ties, how the social media landscape is changing, and the delicate balance between promoting products like alcohol and encouraging a culture of health and wellness. Timestamps: 00:30 Intro 00:00 John's Weight…

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#14 – Glenn August: Oak Hill Advisors, Private Credit 1:18:27

7M ago1:18:27

1:18:27

Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about his formative years in the investment industry, explains how to scale an organization and shares insights about private credit.Alex Shahidi による

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#13 – Jim Haskel: Bridgewater, Diversification, Outlook 1:04:58

8M ago1:04:58

1:04:58

Jim is a Senior Portfolio Strategist and Head of Client Service at Bridgewater Associates, the world’s largest hedge fund. He is also Editor of the Bridgewater Daily Observations, which launched about 40 years ago. Jim discusses his experience at Bridgewater and shares insights about diversification and his market outlook.…

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#458: Dominic Schlueter – How Running & God Changed His Life 1:21:51

8M ago1:21:51

1:21:51

We had a profound discussion that dives deep into spirituality, personal growth, and the transformative power of running. Discover how a passion can turn into a mission that inspires others and challenges conventional paths.My info:My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Dominic's Info…

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#457: Kyle Fields – Building a Business Through Fitness and Faith 1:27:31

8M ago1:27:31

1:27:31

Kyle Fields is the co-founder of @TheFortNYC a dynamic, community-driven strength and conditioning facility. I met Kyle on a flight, and since then we have become great friends.In this episode we get into Kyle's incredible story, how Alex Hormozi saved his business, the power of creating a vision for yourself, and our connection to God.My info:My T…

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#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth 1:42:10

8M ago1:42:10

1:42:10

Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fascinating insights about a broad range of topics including investment bubbles, AI, crypto, reversion to the mean, climate change, population growth and natural resources.…

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#456: yung pueblo – Lessons From Meditating For 45 Days Straight 1:24:12

8M ago1:24:12

1:24:12

Diego Perez is a meditator and #1 New York Times bestselling author who is widely known on Instagram and various social media networks through his pen name, Yung Pueblo. Online he has an audience of over 3 million people. His writing focuses on the power of self-healing, creating healthy relationships, and the wisdom that comes when we truly work o…

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#455: Matt McLeod – Living A Life Of Love, Encouragement, & Balance 1:21:01

8M ago1:21:01

1:21:01

Matt McLeod is a coach in transformation, not just in body, but in mind and relationships as well. From fitness coach to a beacon of hope, Matt reveals how personal growth, emotional intelligence, and deep connections enriched his life and can do the same for you.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.co…

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#454: Talia Jacqueline & Elle Beecher – How To Heal Your Emotional Trauma 2:08:57

8M ago2:08:57

2:08:57

Elle and Talia have changed my life. Apart from being my close friends, they have helped me elevate my consciousness. In this episode, we'll unpack the dynamics of trauma, self-discovery, and how to find the purpose of your life.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Elle's Twitter: h…

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#11 - Fran Kinniry: Vanguard, Common Investor Oversights 54:15

8M ago54:15

54:15

Fran Kinniry is Principal and Head of Vanguard Investment Advisory Research Center. Vanguard is one of the largest investment firms in the world with over $9 trillion of AUM. Fran provides insights into the unique nature of the investment world, shares observations about common investment mistakes and discusses the concept of Advisors Alpha.…

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#453: Eben Britton – Former NFL Player On Becoming A Modern Man 1:47:11

8M ago1:47:11

1:47:11

Eben Britton is an ex-NFL player turned yogi. In this episode, he shares insights on his journey of finding truth, coupled with the nurturing of faith and positivity.My Twitter: https://twitter.com/heydannymiranda My Instagram: https://www.instagram.com/heydannymiranda/Eben's info: https://www.instagram.com/edsbritton/https://www.ebenbritton.com/Ti…

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