An Interview with Kiril Sokoloff: Founder of ...

In our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology.The ...  Show more

In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year.The team reflects on policy decisions, market moves, and why inflat ...  Show more

On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ...  Show more

Ben Pile, Head of European Residential Investing & Asset Management discusses the factors driving increased investor interest in UK and European residential real estate—from diversification and income generation to potential inflation protection. Episode Segments: 02:35 - Sizing ...  Show more

In this insightful video, Cameron Stewart, CFA, and Ayesha Tariq, CFA dive deep into the topic of whether China is still a viable investment opportunity. As two seasoned financial analysts, they bring their expertise to the table and explore the growing signs of trouble that inve ...  Show more

Successful investors know that choosing what to sell is just as important as choosing what to buy. However, findings from a recent study suggest that even professional portfolio managers are subject to psychological forces while making buying and selling decisions. On this episod ...  Show more