Today’s special episode does exactly what it says on the tin - plus a little more.AdvantageGo organised a prestigious panel of three prominent US-focused P&C CEOs and I got to work with them on dissecting the state of the market.Marc Adee, CEO of Crum & Forster, Andrew Robinson CEO of Skyward Specialty and Greg Hendrick the CEO of Vantage Group were all on e ... Show More
Mar 17
Ep293 Mark Christer CEO Wakam UK: Fixated on Velocity
As regular listeners will know, the Voice of Insurance usually interviews people from the global wholesale, speciality insurance and reinsurance end of the market, insuring the type of risks that tend to have to cross borders to find the right type of coverage. Today’s podcast is ... Show More
44m 56s
Feb 2025
Eli Lilly CEO: The Weight-Loss Drug Revolution, AI in Pharma, and Innovation
<p>Nicolai Tangen meets with David Ricks, CEO of Eli Lilly, for a discussion about the pharmaceutical giant's remarkable journey. At the forefront is Eli Lilly's breakthrough work with weight reduction drugs, which are showing promise far beyond their original ... Show More
55m 40s
Oct 2024
What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recen ... Show More
54m 58s
Sep 2024
Rates Go Down, Market Goes Up
Low rates are great for stocks, as long as we’re looking at a soft landing.
(00:21) Ron Gross and Asit Sharma discuss:
- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.
- Nike’s CEO swap, what went wrong for John Donahoe an ... Show More
40m 31s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
Apr 2025
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58]
My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the ... Show More
1h 10m
Nov 2024
Stan Druckenmiller: Inside the mind of a legendary investor
<p>This week, Nicolai Tangen visits Stan Druckenmiller in New York — one of the most renowned investors of our time, known for his insights into macroeconomics and markets. In this conversation, Druckenmiller shares his approach to major trades, like his groundbreaking bet a ... Show More
57m 56s
Sep 2024
OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated wi ... Show More
46m 17s