Podcast

Episodes

Long-form, unscripted conversations with macro investors and strategists.

Mispricing Across Emerging Markets: Micro Themes vs Macro Reality

In conversation with Jim Hayes of Lucerna Capital, we talk about Emerging Markets, Macro Trends and some of the most compelling investment opportunities right now.

Jim HayesApr 14, 2026

Future Of Private Equity Deal Origination

A captivating discussion with Anirudh Sathya on revolutionising deal origination and sourcing through automation.

Anirudh SathyaOct 20, 2025

The Fed Creates the Crises It Rescues Us From | James Athey, Fixed Income Fund Manager

The Fed as Arsonist and Fireman: A conversation with James Athey, Fixed Income Fund Manager

James AtheyMay 10, 2026

Where Value Still Lives: Evan Tindell

An engaging conversation with Evan Tindell from Bireme Capital on what real value means in investing using Japan as a case study and how AI is transforming roles across industries. We also dive into what it truly takes to stand out as an investor in today’s world.

Evan TindellNov 7, 2025

Finance in the Modern Age

An engaging conversation with Sam Mielke about the evolution of finance in the age of AI and the future of investment banking.

Sam MielkeSep 30, 2025