Making Markets

Guest Phil Huber, Head of Portfolio Solutions at Cliffwater, discusses the booming private credit market, covering topics like downside protection, due diligence, demand, and volatility. He also shares insights on his career journey and role at Cliffwater.

Baseball agent B.B. Abbott discusses the intensity of childhood athletics, economics of player-agent model, impact of NIL on College Baseball, and how analytics enrich scouting in an action-packed episode.

Former CIO of Unlimited Funds, Bob Elliot, discusses the current market cycle, US deficit, inflation, and bond yields. He explains the Fed's reaction function and shares insights on gold, bitcoin, housing, commercial real estate, and private equity.

Ben Gordon, CEO of Fractal, discusses the appeal of farmland investments, challenges in the sector, Fractal's unique business model providing equity capital to farmers, tax benefits for investors, and risks associated with investing in farmland. The podcast also explores technical innovation, climate change impact on farming, ESG impact investing, and challenges in the farmland asset class.

Adam Terry, Co-founder and CEO of Cantrip, discusses the science and regulatory landscape of cannabis beverages. Topics include THC vs. CBD, natural vs. synthetic cannabinoids, rise of THC beverages, regulatory challenges, market growth, and customer personas targeted by Cantrip.

Tony Cappell, Co-founder at Chicago Atlantic Group, discusses underwriting in the Cannabis industry. Topics include challenges in Cannabis lending, market segmentation, state regulations, credit risk, life cycle of a Cannabis deal, and overall private credit market dynamics.

Tom Dunleavy, Managing Director of Crypto VC firm MV Global, discusses the state of Web3 in 2024, covering public and private crypto investing, raising capital, Key Opinion Leaders, meta-use case of crypto, implications of on-chain liquidity, and the regulatory environment in the US.

Corey Kluber, a former MLB all-star pitcher, discusses youth sports pressure, college scouting, professional contracts, and the economics of being a pro baseball player. He also talks about NIL impact on sports, retirement from baseball, and adapting the game to modern attention spans.

Nir Kaissar, economic commentator at Bloomberg, discusses the disconnect between economic numbers and public sentiment, indicators of recessions, systemic crisis in Private Equity, the magnificent seven index, and more. Topics include wage stagnation, wealth distribution, government's role in regulation, taxation, retirement planning, economic indicators, risks in private equity, and market sentiment.

Aaron Edelheit, CEO of Mindset Capital, discusses burnout, Cannabis industry myths, and opportunities in overlooked industries like housing. He raised a venture fund for Cannabis beverages, foreseeing a massive boost post-DEA rescheduling.