How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has been.
Topics covered include:What has led to the financial crisis at HarvardWhat actions has the university takenHow do endowments invest and spend their fund ... Show More
Feb 11
Asset Location: Where You Invest, Where You Live, What You Can Access
In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.SponsorsGelt - Taxes Done RightMasterwork ... Show More
23m 33s
May 2024
69. How Hedge Funds Raise Money Feat. Ron Biscardi, CEO of iConnections
Send a textWe talk about Hedge Fund, Private Equity, and other "Alternative" Investment Funds all the time. But we don't always stop to ask, "how do they get all their money?" In this episode, we sat down with CEO of iConnections Ron Biscardi to explore the world of "Cap Intro": ... Show More
1h 5m
Jun 2025
"Follow The Money!" Charlie Kirk Breaks Silence On Government Corruption, Fake News, & Getting Rich
Oracle: Right now, with zero commitment, try OCI for free at https://oracle.com/iced Helium Mobile: Sign up (even for the FREE plan) & get $10 in Cloud Points with code COFFEE: https://app.heliummobile.com/o6WA/4jqp0oe5 Rocket Money: Try Rocket Money for free https://RocketMoney. ... Show More
1h 51m
May 2025
160. Elite Boutiques vs. Bulge Bracket Investment Banks feat. Greenhill Chairman, Scott Bok
Send a textIn this episode of The Wall Street Skinny, we sit down with Scott Bok, Chairman and former CEO of Greenhill & Co. and author of Surviving Wall Street: A Tale of Triumph, Tragedy and Timing. Scott shares stories from his remarkable career journey—from big law at Wachtel ... Show More
1h 37m
Apr 2025
155. The Fed Isn’t Coming to Save Us Plus Endowment Talk and Big Tech Breakups
Send a textThis week, we break down the tension between Jerome Powell and Donald Trump—and what it actually means for monetary policy. If you listened to Powell’s latest remarks at the Economic Club of Chicago, you may not have thought much of it, but anyone knows how to decode t ... Show More
47m 41s
May 2024
71. From Wall Street to the White House and Back Feat. Anthony Scaramucci
Send a textLive from SALT iConnections in NYC, we are joined by Anthony Scaramucci, a financial, political, and pop culture icon here in America. Anthony worked at Goldman Sachs, is the founder of SkyBridge Capital (a global alternatives investment firm), and is the founder of th ... Show More
36m 18s
Jun 2024
78. What It Takes to Become the Most Powerful Woman on Wall Street Feat. Zoe Cruz, Founder and CEO of Menai Financial Group.
Send a textToday we are speaking with Zoe Cruz, who was the Head of the Fixed Income Division at Morgan Stanley when Jen started her career as a summer intern back in 2005, and who ultimately went on to become President of the firm when Kristen started full-time at MS in 2007. Sh ... Show More
55m 44s