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Oct 26
1h 3m

E447: Anthropic at $2 Trillion? The AI ...

David Weisburd
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Yesterday
E449: Federated Hermes CEO on $400 Billion in Cash, the Private Markets Boom, and AI
What if the most overlooked asset in your portfolio is the one that gives you the freedom to invest in everything else? In this episode, I sit down with Christopher Donahue, President, Chair and CEO of Federated Hermes, to explore how the firm manages approximately $700 billion i ... Show More
48m 35s
Oct 28
E448: Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail
How do you invest in generational companies like Anthropic, OpenAI, and SpaceX before everyone recognizes their potential? Gavin Ezekowitz is the Co-Founder and Chief Investment Officer of BFA Global Investors, an alternative investment firm providing access to private market opp ... Show More
1h 13m
Oct 23
E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity
Is AI destroying the software industry, or creating its biggest investment opportunity yet? David Breach is President of Vista Equity Partners, a firm managing approximately $100 billion in assets. In this episode, David explains why the recent selloff in software stocks may be m ... Show More
58m 46s
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