E247: Why Wall Street Is Wrong About AI w/ D...

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E329: How Oaktree Is Positioning $223 Billion for a Credit Cycle Shift

What if the best way to navigate credit markets is not about chasing yield but controlling risk? In this episode, I sit down with Danielle Poli, Co-Portfolio Manager of Global Credit at Oaktree, to explore how she manages a $20 billion portfolio within a $223 billion firm. Daniel ... Show more

. 23min 34sec

E328: Why Most Funds Get Rejected in the First Five Minutes

What if the best venture returns come from managers no one else can access? In this episode, I sit down with Jorge Felippe, CEO of Almulla, a Dubai-based single family office, to explore how he builds high-conviction private markets portfolios while managing a multi-generational ... Show more

. 32min 24sec

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