A Certain SkepticismJul 9, 2025 - 34:10With special guest Dean Curnutt, founder and CEO of Macro Risk Advisors.
A Promise TO PAYJun 26, 2025 - 43:46With special guest Michael Haynes, head of private credit at Beach Point Capital Management.
Nothing NEW Under THE SUNJun 4, 2025 - 43:05With special guest Jamie Sprayregen, vice chairman of Hilco Global.
Price AS Your GuideApr 25, 2025 - 37:44With special guest Matthew McLennan, portfolio manager at First Eagle Investments.
IN A Troubled WAYMar 24, 2025 - 46:46With special guest, Seth Weissman, founder and president of Urban Standard Capital.
Really Good BreaksMar 14, 2025 - 40:53With special guest David Dredge, CIO and CEO of Convex Strategies.
Parallels TO HistoryJan 23, 2025 - 47:28With special guest Christopher Whalen, chairman of Whalen Global Advisors.