Episodios

  • #265 - Pre-IPO Investing with EquityZen Co-Founder Phil Haslett
    Jan 12 2026

    On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss:

    • Some of the hardest challenges he encountered building a marketplace startup
    • The opportunity for investors in pre-IPO shares
    • Why companies are staying private longer and private company liquidity
    • His #1 piece of advice for entrepreneurs
    • And more!
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    30 m
  • #264 - The Holy Grail of Investing with Catalyst Funds CIO David Miller
    Dec 15 2025

    On today’s show we welcome special guest, Catalyst Funds CIO David Miller. Catalyst offers unique investment products to meet the needs of discerning financial advisors and their clients. On the show, we discuss:

    • How they find best of breed hedge fund managers
    • Why portable alpha makes sense for investors
    • What he views as the best opportunity in the equity market
    • Why he continues to be bullish on gold
    • And more!
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    31 m
  • #263 - A Strategic Lens on the Private Credit Environment with Barings BDC’s President Matt Freund
    Dec 8 2025

    On today’s show we welcome special guest, Barings BDC’s President Matt Freund. Barings BDC primarily makes debt investments in core middle market companies. On the show, we discuss:

    • The recent choppiness and negative sentiment in the private credit market
    • The effect of declining base rates on yields and credit conditions
    • The current deployment opportunity set for private credit funds
    • PIK loans and portfolio construction
    • And more!
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    34 m
  • #262 - Syndicated Loans and Private Credit with Palmer Square Capital BDC’s President Matt Bloomfield
    Dec 1 2025

    On today’s show we welcome special guest, Palmer Square Capital BDC’s President Matt Bloomfield. Palmer Square Capital BDC primarily invests in corporate debt securities across private companies in the U.S. through broadly-syndicated loans and large cap direct lending. On the show, we discuss:

    • Their investment focus on broadly syndicated loans and how that differs from most BDCs
    • Recent headlines that have caused some negative sentiment in the credit market and BDC NAV discounts
    • First Brands and the path forward when a loan gets restructured
    • Lifescan and what happens when a distressed loan recovers
    • And more!
    Más Menos
    38 m
  • #261 - Beyond the Headlines: The Outlook for Private Credit with Kayne Anderson BDC President Frank Karl
    Nov 24 2025

    On today’s show we welcome special guest, Kayne Anderson BDC President Frank Karl. Kayne Anderson BDC invests primarily in first lien senior secured loans with a secondary focus on unitranche and split-lien loans to private middle market companies. On the show, we discuss:

    • Recent volatility in BDC prices and what is driving NAV discounts
    • Credit market conditions amidst talk of “cockroaches” and negative headlines from First Brands and Tricolor
    • Characteristics that make core middle market direct lending attractive for investors
    • An update on private credit spreads and payment-in-kind loans
    • And more!
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    42 m
  • #260 - VC Investing in Emerging Markets with Beyond Capital Ventures’ Eva Yazhari
    Sep 3 2025

    On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss:

    • The compelling opportunity for early stage investing in Africa and India
    • How venture capital differs in emerging markets
    • What she looks for when investing in a startup
    • And more
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    33 m
  • #259 - IPO and Digital Asset Market Trends with Cohen's Head of SPAC Investment Banking, Brandon Sun and Head of Blockchain and Digital Assets, Christian Lopez
    Aug 26 2025

    On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities. On the show, we discuss:

    • Dynamics driving the momentum in the IPO market
    • Trends in digital asset capital formation and crypto treasury companies
    • The evolution of digital assets within the capital markets
    • What investors can expect for the back half of the year
    • And more
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    39 m
  • #258 - Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea
    Jul 21 2025

    On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss:

    • Their “bitcoin moment” and what initially got them interested in crypto
    • ReserveOne’s digital asset investment strategy
    • How ReserveOne differentiates itself from other crypto treasury companies
    • Reasons why an investor would choose a crypto treasury company over an ETF or holding crypto directly
    • And more!
    Más Menos
    42 m
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