Apr 23
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completel ... Show More
45m 19s
Oct 2025
LIVE from RareEvo: TradFi vs DeFi Stablecoins (Lessons from Hacks, Policy, and Global Adoption)
Gerrit, developer relations at Curve Finance, discusses the unique risks and rewards associated with DeFi stablecoins, and how increased regulatory clarity has fueled the rise of TradFi stablecoins. He also spotlights the crucial role of platforms like Curve in providing essentia ... Show More
19m 14s
Nov 2025
The $500 Trillion Opportunity: Tokenizing the Real World
Juan Leon, Senior Investment Strategist at Bitwise Asset Management, unpacks the rapid institutional adoption of Bitcoin and Ethereum, fueled by ETFs, regulatory clarity, and the rise of tokenization. He shares key trends shaping the next phase of crypto, including the integratio ... Show More
14m 7s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
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 m ... Show More
42m 10s
Oct 2020
Rishi Renjen - Evolving Your Investment Process
<p>Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a Senior Analyst at Glenview Capital. ... Show More
55m 46s
Sep 2025
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s
Sep 2025
LIVE from Rare Evo: How Citi is Bridging The Gap Between Web2 and Web3
Ryan Rugg, Global Head of Digital Assets for Citibank's Treasury and Trade Solutions (TTS), discusses their approach to integrating Web 2.0 and 3.0. She shares insights on Citi Token Service, a new solution designed to provide 24/7 liquidity and borderless transactions, and expla ... Show More
18m 22s
Feb 2025
142. Bridgewater Co-CIO Karen Karniol-Tambour on on The Future of Investing, AI, and Beating the Market
Send us Fan MailIn this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance toda ... Show More
32m 52s
Nov 2025
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
TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the si ... Show More
1h 2m
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
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 have become unexpectedly central to technology investing. He offers his contrar ... Show More
