Rob Larity
Chief Investment Officer at Bespoke Group, overseeing direct investing and asset management. Brings a cynical view to protecting generational wealth and focuses on the confluence between macro trends and individual company analysis.
Best podcasts with Rob Larity
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33 snips
Apr 11, 2025 • 54min
Separating Signal From Noise (with Rob!)
Join market expert Rob Larity as he dives into the chaos engulfing the financial world. They dissect the volatile impacts of tariffs and the ongoing U.S.-China trade war. Rob shares insights on how the dollar's weakness and bond yield fluctuations signal instability for investors. The conversation also touches on corporate strategies amid inflationary pressures, revealing a stark contrast between giant companies and struggling small businesses. With historical context, they explore the future of global investment in a deglobalizing landscape.
Jun 4, 2025 • 1h 27min
Multipolar Investing: Geopolitics, Risk, and the End of the 60/40 Portfolio
Jacob Shapiro, Director of Research at Bespoke Group, specializes in geopolitical analysis, while Rob Larity, their Chief Investment Officer, focuses on protecting generational wealth. They uncover how geopolitical dynamics are crucial for modern investment strategies. The conversation dives into the impact of U.S.-China relations, the challenges of U.S. fiscal policies, and the importance of integrating scarce assets like Bitcoin. Their insights shed light on the need for adaptability in navigating today's multifaceted investment landscape.
