This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Schurr's success mining podcast transcripts for Millennium Management. I analyze performance data from over 200 companies covered on Business Breakdowns s ... Show More
Mar 20
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY]
This episode was originally recorded in March 2025. Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent when talent doesn't work hard. W ... Show More
1h 14m
Sep 2024
E96: “100% Alpha Portfolio” - Levy Family Partners
Michael Wallach, Vice President of Investment at Levy Family Partners sits down with David Weisburd to discuss the unexpected challenges of working at a family office, how to leverage expert insights to drive high-impact investments, and critical mistakes LPs should always avoid.
17m 44s
Oct 2024
The Shoptalk Fall Key Retail Takeaways Podcast
In this exclusive podcast episode from Omni Talk, Chris Walton and Anne Mezzenga join Shoptalk’s Joe Laszlo, Ben Miller and Alexa Tietjen, for a game show-style recap of all the key takeaways from Shoptalk Fall 2024 in front of the live conference audience, replete with tuxedos, ... Show More
41m 33s
Oct 2025
Lessons Learned From Trading
In today's episode, at episode 500, I am diving into the lessons learned from trading over the last 100 episodes, because as traders we are evolving and always attempting to improve our skillset. So here is to episode 500, and to another 500 episodes of learning and developing as ... Show More
20m 18s
Dec 2024
Best of The Long View: Investing
<p>Hi, and welcome to <i>The Long View</i>. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from 2024 interviews with portfolio managers, economists, and investment thinkers. It’s the companion to Christine Benz’s “Be ... Show More
45m 36s
Feb 2025
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ... Show More
43m 56s
Apr 2025
How To Turn Podcast Guesting Into Profit with Beth Nydick
Do you think media exposure will grow your business? THINK AGAIN. In this episode, I sit down with Beth Nydick, a former TV producer turned media strategist, to talk about how to actually turn visibility into cash. She shares what you need to do behind the scenes to make exposure ... Show More
1h 6m