Episodios

  • #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!
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    42 m
  • #257 - Crypto Treasury Companies with Upexi’s CSO Brian Rudick and Meteora’s CIO Vik Mittal
    Jul 7 2025

    On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss:

    • What is a crypto treasury company and how do they create value long term?
    • Why should investors buy a crypto treasury company instead of buying the crypto themselves or through an ETF?
    • How are SPACs and RTOs involved in this dynamic?
    • How has the regulatory environment changed in the U.S. around digital assets?
    • And more!
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    39 m
  • #256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen
    Jul 1 2025

    On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss:

    • Core tenets of their approach to crypto investing
    • Trend following and yield farming in crypto
    • Their approach to risk management
    • His top emerging trends in the digital asset space to have on your radar
    • And more!
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    41 m
  • #255 - Trends in Private Credit with Morgan Stanley Direct Lending Fund's President Michael Occi
    Apr 2 2025

    On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss:

    • Why investors should consider an allocation to private credit
    • What explains the significant market share growth of private credit in financing buyouts
    • MSDL’s defensive approach to lending, with a focus on first lien loans
    • His thoughts on the current market environment for private credit loans
    • And more
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    31 m
  • #254 - Gold Investing with American Gold Exchange President Dana Samuelson
    Dec 5 2024

    On today’s show we welcome special guest, American Gold Exchange President, Dana Samuelson. American Gold Exchange is a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct sales. On the show, we discuss:

    • Why investors should own gold as an investment
    • If Trump’s election effects the bull case for gold
    • Whether investors should prefer gold over bitcoin
    • Risks and reward of owning physical gold
    • And more
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    31 m
  • #253 - The Nuclear Revolution with Mirion Technologies CEO Tom Logan
    Nov 18 2024

    On today’s show we welcome special guest, Mirion Technologies CEO Tom Logan. Mirion designs, manufactures, and provides radiation detection, measurement, analysis and monitoring products to the nuclear power and medical markets. On the show, we discuss:

    • The path from private equity ownership to the public markets
    • The macro bull case for the nuclear industry
    • Mirion’s approach to mergers and acquisitions
    • His learnings as a long-tenured CEO
    • And more
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    31 m