Investment Wars
af Obsidian CIO
Seneste episode
Episode 40: Digital Assets: The Tokenization of Everything
Episode 40: Digital Assets: The Tokenization of Everything
Om denne podcast
We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end?
Subscribe to Investment Wars on YouTube, Apple Podcasts and Spotify to ensure you never miss an episode.
For guest opportunities or to share feedback, contact us at [email protected].
—
IMPORTANT DISCLOSURE: Obsidian CIO sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
Episoder
De nyeste 20 af 40 episoder
- Episode 40: Digital Assets: The Tokenization of Everything · 46 min.In this episode of Investment Wars, Obsidian CIO Managing Partner and CIO Joe Halpern sits down with Chris Solarz, CIO of Digital Assets at Amitis Capital, to explore one of the…
- Episode 39: Bridging the Liquidity Gap · 48 min.What happens when a startup employee helps build something valuable—but can’t afford to keep the equity they earned? In this episode of the Investment Wars podcast sponsored by…
- Episode 38: Planes, Trains, and Automobiles: Mobility, Automation, and the Future of Infrastructure · 52 min.Planes, Trains, and Automobiles: Mobility, Automation, and the Future of Infrastructure In this episode of Investment Wars sponsored by Obsidian CIO, Joseph Halpern sits down…
- Episode 37: Prediction Markets: Forecasting, AI, and the Future of Information · 41 min. · Sæson 2 Episode 2Prediction Markets — Forecasting, AI, and the Future of Information In this episode of Investment Wars, Joe Halpern sits down with Zvi Mowshowitz, a deep thinker with hands-on…
- Episode 36: Private Credit: Navigating Bumps in the Road · 47 min. · Sæson 2 Episode 36In this episode of Investment Wars, Episode 36, sponsored by Obsidian CIO, host Joe Halpern (Managing Partner and CIO of Obsidian CIO) sits down with Robert Grunewald — a 30-year…
- 35. Liquidity, Valuation, and the Return of the Yield Curve · 46 min. · Sæson 1 Episode 35Debate: Liquidity, Valuation, and the Return of the Yield Curve Featuring: David Sherman, Founder of CrossingBridge Advisors David Sherman joins Investment Wars for a…
- 34. Direct Lending and the Evolution of Private Credit · 50 min. · Sæson 1 Episode 34Debate: Direct Lending and the Evolution of Private Credit Featuring: Alona Gornick, Managing Director & Senior Investment Strategist at Churchill Asset Management (an affiliate…
- 33. Interest Rates and Economic Distortions · 47 min. · Sæson 1 Episode 33Debate: Interest Rates and Economic Distortions Featuring: Paul Musson, Former Senior Portfolio Manager at Mackenzie Investments & Author of Capital Offence Paul Musson joins…
- 32. Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience? · 36 min. · Sæson 1 Episode 32Debate: Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience? Featuring: Eli Horton, Senior Portfolio Manager & Investment Committee Member at TCW. Eli…
- 31. Energy Infrastructure – Will It Double in the Next Decade? · 42 min. · Sæson 1 Episode 31Debate: Energy Infrastructure – Will It Double in the Next Decade? Featuring: Robert Thummel, Senior Portfolio Manager & Investment Committee Member at Tortoise Capital. As the…
- 30. How to Measure and Navigate Market Uncertainty · 44 min. · Sæson 1 Episode 30Debate: How to Measure and Navigate Market Uncertainty Featuring: Professor Nick Bloom is the William Eberle Professor of Economics at Stanford University, Senior Fellow at…
- 29. How Do I Select the “Right” ETF? · 46 min. · Sæson 1 Episode 29Debate: How Do I Select the “Right” ETF? Featuring: Adam Patti is the Co-founder and CEO of Vistashares, an ETF issuer designed to provide pure exposure to disruptive…
- 28. LA Fires - The Complexities of Insurance · 44 min. · Sæson 1 Episode 28Debate: LA Fires - The Complexities of Insurance Featuring: Jerry Theodorou is the Director of the Finance, Insurance, and Trade Policy Program at the R Street Institute, a…
- 27. Innovation Episode - The Future of AI · 39 min. · Sæson 1 Episode 27Debate: Innovation Episode - The Future of AI Featuring: Tejas Dessai is a Director of Thematic Research at Global X. His research has been extensively covered in the tech and…
- 26. Will the Fed Cut Rates in 2025? · 43 min. · Sæson 1 Episode 26Debate: Will the Fed Cut Rates in 2025? Featuring: JoAnne Bianco, CFA is a Partner and Senior Investment Strategist at BondBloxx. Bondbloxx is the first ETF issuer to focus…
- 25. Are We Entering a New Golden Age of US Manufacturing? · 47 min. · Sæson 1 Episode 25Debate: Are We Entering a New Golden Age of US Manufacturing? Featuring: Chris Semenuk is a fund manager at Tema ETFs where he is currently focusing on the theme of American…
- 24. Should We Invest in China? · 49 min. · Sæson 1 Episode 24Debate: Should We Invest in China? Featuring: Brendan Ahern, the Chief Investment Officer at KraneShares. He is a preeminent expert in global financial markets with a particular…
- 23. Why Are Interest Rates Now Declining? · 42 min. · Sæson 1 Episode 23Debate: Why Are Interest Rates Now Declining? Featuring: Lara Rhame, the Chief U.S. Economist and Managing Director on the Investment Research Team at FS Investments. Last…
- 22. What Will Jobs Look Like in 2040? · 40 min. · Sæson 1 Episode 22Debate: What Will Jobs Look Like in 2040? Featuring: Stephanie Aliaga, a Global Market Strategist with JP Morgan Asset Management assisting in formulating and communicating…
- 21. NEW JERSEY! Is NJ a Bellwether for What Lies Ahead for the US in a Complex and Changing World? · 50 min. · Sæson 1 Episode 21Debate: NEW JERSEY! Is NJ a Bellwether for What Lies Ahead for the US in a Complex and Changing World? Featuring: John Hasse, Professor of Geography at Rowan University…
