Jim Strang, chairman of HgCapital Trust, joins us for a wide-ranging conversation about the future of the private equity industry.
Jun 2024
Leading with science: A deep dive on biotech
In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More
17m 43s
Aug 2023
Energy Roundtable with Sachin Sharma
Join us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more.Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the rene ... Show More
48m 5s
Jun 2023
MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI
<p>MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. <a href='https://bit.ly/3Cy5V84'>https://bit.ly/3Cy5V84</a></p>
... Show More
1h 6m
Apr 2024
Navigating the next super cycle
<p>Today on the show, we’re taking the long view, the very long view. Our guest is</p><p>Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of <em>Any Happy Returns: Structural Changes and Super Cycles in Markets</em>. We talk with him about ... Show More
21m 14s
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s