Nitin Sacheti breaks down $VATE's SOTP

Host Andrew Walker speaks with Alex Morris of The Science of Hitting about the rapidly shifting media landscape. They examine the failed Netflix bid for Warner Bros. Discovery and Paramount’s winning acquisition, along with the strategic implications for streaming competition. Th ...  Show more

Host Andrew Walker speaks with Will Cleary of Carriage House Fund about FTAI Aviation and its rapidly expanding jet engine aftermarket platform. Will explains how FTAI transformed from a traditional aircraft leasing company into a vertically integrated provider of engine maintena ...  Show more

Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management. At the core of Brookfield's strategy is a disciplined focus on downside protection that has delivered ...  Show more

In addition to the deep dive into distributed autonomous organizations, or DAOs, and their future in venture capital, today’s “The Brief” covers: Bitcoin futures trading approved for some Bank of America clients Stablecoin discussions entering the upper echelons of U.S. gove ...  Show more

In this episode of Market Mondays, we tackle key investment topics, starting with the recent movements in SMCI stock and whether Palantir could become the next NVDA. We explore strategies for easing family members into investing, making it approachable without overwhelming them. ...  Show more

Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ...  Show more