Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds move together.
Today
E249: How LPs Unlock Liquidity Without Selling
How do LPs unlock liquidity from private-fund positions without selling at a discount?
In this episode, I talk with Alex Simpson, Co-founder of Liquid LP, a platform that provides NAV loans backed by LP and GP interests in private funds. Alex explains how NAV loans work, how len ... Show More
35m 4s
Yesterday
E248: The Institutionalization of GP Stakes: What Comes Next
What makes a GP interest valuable — and how do you evaluate a manager beyond the fund they’re raising today?
In this episode, I talk with Mark Wade, CAIA, Partner at CAZ Investments, about how his team assesses GP interests, private-market managers, partnership structures, and l ... Show More
27m 17s
Nov 21
E247: Why Wall Street Is Wrong About AI w/ Dan Ives
Is traditional valuation dead for the biggest winners of the AI era? Or have investors simply been looking in the wrong place?
In this episode, I talk with Dan Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, and one of Wall Street’s most fol ... Show More
50m 30s
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1 h
Jun 2025
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s
Nov 7
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ... Show More
50m 14s
Sep 2024
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world ... Show More
50m 28s
Aug 2024
3i Group: Capital in Action - [Business Breakdowns, EP.180]
Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net ... Show More
38m 43s
Jun 2025
Jay Hoag - Keys to Successful Growth Investing - [Invest Like the Best, EP.429]
My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation ... Show More
44m 59s
May 2024
69. How Hedge Funds Raise Money Feat. Ron Biscardi, CEO of iConnections
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>We talk about Hedge Fund, Private Equity, and other "Alternative" Investment Funds all the time. But we don't always stop to ask, "how do th ... Show More
1h 7m
Nov 2024
116. What is Private Credit? | Direct Lending Explained
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, <b>Alona</b> <b>Gornick</b>. Alona, a seni ... Show More
1h 13m