Dec 29, 2023
We’re counting down the top 5 episodes of 2023.
The number one episode of the year, and the number one episode of
all time, Seth Klarman – Timeless Value Investing. Seth’s uncommon
wisdom and sole podcast appearance combined to make this year’s
chart topper one for the ages.
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Dec 28, 2023
We’re counting down the top 5 episodes of 2023.
Number three covered private credit and number two covers the other
most topical strategy of the year – multi-manager platform hedge
funds. Weighing in at number two is Dmitry Balyasny and his
discussion of multi-strategy platforms at BAM.
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Dec 27, 2023
We’re counting down the top 5 episodes of 2023.
At number three, Kip DeVeer and the world of private credit at
Ares. The subject of private credit was top of mind for investors,
and Kipp shared his experience and wisdom in this tour of the
space.
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Dec 26, 2023
We’re counting down the top 5 episodes of 2023.
Coming in at number four is Stan Miranda, the modern endowment
model at Partners Capital. Stan’s original insights shine in this
story of the powerhouse OCIO he founded with Paul Dimitruk 20 years
ago.
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Dec 25, 2023
It's that time of year when I share my annual letter and a rundown of the top episodes of 2023.
Like last year, we’ll be counting down the top 5 episodes each day
this week.
Tune in throughout the week to find out which episodes were played
more than any other from last Thanksgiving to this one.
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