E447: Anthropic at $2 Trillion? The AI Bubbl...

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E449: Federated Hermes CEO on $400 Billion in Cash, the Private Markets Boom, and AI

What if the most overlooked asset in your portfolio is the one that gives you the freedom to invest in everything else? In this episode, I sit down with Christopher Donahue, President, Chair and CEO of Federated Hermes, to explore how the firm manages approximately $700 billion i ... Show more

. 48min 35sec

E448: Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail

How do you invest in generational companies like Anthropic, OpenAI, and SpaceX before everyone recognizes their potential? Gavin Ezekowitz is the Co-Founder and Chief Investment Officer of BFA Global Investors, an alternative investment firm providing access to private market opp ... Show more

. 1h 13min

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