With most Podcasts, you listen and forget...
Not here.
In this place, we learn from the MASTERS
Professor Vasant Dhar
AI pioneer who brought machine learning to Wall Street before it was mainstream
NYU professor and global authority on data, prediction, and decision intelligence
Founder of one of the first machine-learning hedge funds in financial markets
Completed his PhD in Artificial Intelligence over 40 years ago
Advisor to business and policymakers on AI risk, governance, and the future of work
Professor Brian O’Kelly
DCU professor specialising in financial markets, banking, and economic policy
Expert on how monetary policy and capital flows impact the real economy
Leading Irish academic focused on financial stability and systemic risk
Authority on banking systems, credit cycles, and market dynamics
Trusted voice on how global macro trends affect Ireland and Europe
Professor Russel Napier
One of the world’s leading historians of financial crises and market cycles
Advisor to global institutions on capital flows, inflation, and monetary regime shifts
Renowned strategist known for predicting major turning points in global markets
Founder of the Practical History of Financial Markets program shaping top investors
Expert on how government policy is reshaping capital allocation and private wealth
Author of best-selling investment classics including “Anatomy of a Bear” and “The Asian Debt Crisis”
Pim van Vliet
Global strategist pioneering low-volatility investing at one of the world’s largest asset managers
Leading authority on defensive equity strategies that outperform in turbulent markets
Author of High Returns from Low Risk, challenging traditional risk-return thinking
Architect of quantitative strategies managing billions in institutional capital
Expert on building resilient portfolios that win over the long term
Mike Bell
Global Market Strategist at RBC BlueBay guiding billions in institutional capital
Expert on asset allocation, macro trends, and portfolio strategy across global markets
Trusted voice on how interest rates, inflation, and policy shape investor returns
Advisor to institutional and private investors navigating complex market cycles
Leading strategist translating global economics into actionable investment decisions
Matt Gertken
Geopolitical strategist advising investors on global risk and power shifts
Expert on how politics and geopolitics drive financial markets and capital flows
Former CIA analyst bringing intelligence-grade insight to global investing
Authority on geopolitical risk, conflict, and their impact on the global economy
Trusted voice on navigating markets in an era of rising geopolitical uncertainty
Louis-Vincent Gave
Co-founder of Gavekal, advising global investors on macro and asset allocation
Leading strategist on China, global trade, and shifting economic power
Trusted voice on how geopolitical change reshapes financial markets
Expert in identifying long-term macro trends before they hit mainstream
Advisor to institutional investors navigating global regime shifts
Mr. JIM BIANCO
Founder & President, Bianco Research
More than 30 years of market analysis
Analysing financial markets since 1990
Trusted voice for institutional investors
One of the most influential independent macro analysts in the U.S.
Frequent media contributor
He regularly appears on CNBC, Bloomberg, and Fox Business Analysis is frequently cited in major publications like the Wall Street Journal/ FT
Expert on Fed policy and interest rates
Renowned for analysis of Federal Reserve policy, inflation dynamics, and bond markets.
Jesse Felder
Former hedge fund manager turned contrarian voice on global markets
Founder of The Felder Report, known for identifying major market turning points
Expert on market cycles, valuation extremes, and investor psychology
Leading advocate for capital preservation in overvalued markets
Trusted strategist warning institutional investors of systemic risks ahead
Dr. Lacy Hunt
Legendary economist known for accurately forecasting long-term interest rate trends
Former Federal Reserve economist turned leading voice on debt, deflation, and growth
Trusted advisor to institutional investors on macroeconomic risk and monetary policy
Global authority on why rising debt is slowing economic growth worldwide
Veteran strategist guiding billions in assets through shifting economic cycles
Dr. David P. Kelly (J.P. Morgan)
Chief Global Strategist at J.P. Morgan shaping outlooks for trillions in capital
One of Wall Street’s most respected voices on macro trends and market direction
Advisor to institutional investors on economic cycles, policy, and asset allocation
Expert on how interest rates, inflation, and growth drive global markets
Trusted strategist translating complex global economics into clear investment strategy
Dr. Antti Ilmanen
Global authority on asset allocation and expected returns across major asset classes
Principal at AQR managing and advising on billions in institutional capital
Author of Expected Returns, one of the most influential books in investing
Expert on factor investing, risk premia, and long-term portfolio construction
Trusted voice bridging academic finance and real-world institutional investing
Diego Parrilla
Global macro investor known for protecting capital in extreme market conditions
Author of The Anti-Bubbles, challenging conventional investing playbooks
Expert on tail risk, inflation shocks, and systemic market fragility
Former hedge fund manager specialising in commodities and macro strategies
Leading voice on why traditional portfolios may fail in the next crisis
Dr. Constantin Gurdgiev
Professor of Finance and leading voice on macroeconomics, banking, and geopolitical risk
Expert advisor to governments and institutions on financial stability and economic policy
Renowned commentator on global markets, energy economics, and systemic risk
Academic and strategist bridging data-driven economics with real-world policy impact
Trusted authority on how global shocks shape economies, markets, and investment outcomes
Professor Campbell Harvey
The economist who first identified the yield curve as a predictor of recessions
Global authority on financial markets, risk, and economic forecasting
Duke professor whose research is used by central banks and investors worldwide
Pioneer in linking bond markets to future economic downturns
Trusted voice on when—and whether—the next recession is coming
The Private Capital Brief — read by founders, investors and senior leaders.
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