#77 - Charlie Ruffel: Asset Management Industry Evolution, Alternatives
Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses the evolution of the industry and the growing role of alternative investments.
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57:03
#76 - Jeff Huber: Innovation, Google, GRAIL, Triatomic
Jeff is the founder of Triatomic Capital and former Google SVP. He shares lessons from building Google Maps, Ads, and Gmail, founding GRAIL for early cancer detection, and leading transformative teams. Jeff discusses his vision for backing “century-defining” companies and offers insights on leadership, innovation, biotech, and building companies that change the world.
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1:00:18
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1:00:18
#75 - Liz Ann Sonders: Investing Principles, Inflation, Instability, Diversification
Liz Ann is the long-time Chief Investment Strategist at Charles Schwab, with over 25 years at the firm and frequent appearances on CNBC, Bloomberg, CNN, and CBS News. She shares insights on the core principles of investing, the challenges of maintaining discipline, and the impact of economic and policy uncertainty. We discuss inflation trends, market cycles, portfolio construction, diversification, and how investors can navigate today’s rapidly changing environment.
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44:46
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44:46
#74 - Alan Waxman: Sixth Street, Leadership, Outlook
As Co-Founding Partner and CEO of Sixth Street, Alan has guided the firm from its founding to a leading global investment firm — an achievement that followed his early success as one of Goldman Sachs’ youngest-ever partners. He offers an inside look at Sixth Street’s investor-first approach and shares his perspectives on today’s investment landscape.
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1:03:51
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1:03:51
#73 - Greg Sharenow: Inflation History, Outlook, and Hedging
Greg is Managing Director and Portfolio Manager at PIMCO, one of the world’s largest asset managers. He leads the firm’s commodity and real asset strategies. Greg discusses the forces driving inflation, how investors can navigate today’s evolving macro environment, and why diversification is essential when hedging inflation risk.
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