The portfolio manager and research director shares his thoughts on volatility, AI, the Magnificent Seven, and private equity.
Yesterday
Eric Jacobson: The Entire Face of the Bond Market Has Changed
<p>Our guest this week is our colleague, Eric Jacobson. Eric is a senior principal for fixed-income strategies on Morningstar’s Manager Research team. He focuses on a variety of taxable, tax-exempt, and nontraditional managed strategies. He covers some of the key asset managers, ... Show More
52m 26s
Aug 27
Robert Wallace: Managing Stanford’s Endowment, Balancing Risk, and Driving Innovation
What shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet ... Show More
47m 58s
Feb 2025
Paul Singer: Activist Investing, Market Risks and Avoiding Losses
<p>This week, Nicolai Tangen sits down with Paul Singer, legendary investor and founder of Elliott investment Management, one of the world's most influential activist investors. Singer shares insights from his remarkable career spanning several decades, discussing how activist in ... Show More
38m 39s
Nov 13
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tu ... Show More
1h 1m
Jan 2025
Blackstone President and COO: Investment Decisions, Entrepreneurial Drive and Company Culture
<p>oin Nicolai Tangen as he sits down with Jonathan Gray, COO of Blackstone and former head of its real estate division. Gray shares what drives Blackstone’s success, the evolution of their investment philosophy, and the process for identifying outstanding businesses. He also pro ... Show More
49m 24s
Feb 2020
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
<p>Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland. </p>
<p>Prior to joining Calibrium AG in 2014, Dylan was a part of the ... Show More
55m 23s
Mar 2022
David M. Solomon CEO of Goldman Sachs
<p>In this episode, Nicolai Tangen talks to David Solomon, CEO of Goldman Sachs. They discuss the highly competitive financial services industry and how to attract the best talents and give their view on the equity market. They also discuss culture, leadership, inflation and ... Show More
32m 23s