Seth Weissman, founder and president of Urban Standard Capital, dives into the intricacies of the commercial real estate market. He shares insights on the challenges posed by high interest rates and regulatory hurdles. Weissman also discusses innovative solutions for repurposing underutilized spaces and the evolving dynamics of private credit amid banking challenges. Additionally, he reflects on the curious rise of Trump's meme coin and its implications for speculative investments, providing a thoughtful look at current financial trends.

David Dredge, CIO and CEO of Convex Strategies, dives into the intriguing world of market volatility and risk management. He shares insights on how COVID-19 and monetary policies shape investor behavior and financial stability. Dredge discusses challenges retail investors face in accessing volatility strategies and analyzes Singapore's financial landscape amid global pressures. He critiques traditional economic models, highlighting gaps between theory and practice while exploring the implications of recent market shocks and rising living costs.

Keri Findley, Founder and CEO of Tacora Capital Management, shares her wealth of knowledge on asset-based lending. She dives into the quirky world of cryptocurrency, including an unexpected meme coin launch tied to a former president. Keri clarifies misconceptions about interest rates in lending and explores the evolving landscape, including challenges for banks. She contrasts private equity and venture capital valuations, discusses shifting credit dynamics amidst rising rates, and reflects on lessons learned from past financial crises.

In this discussion with Christopher Whalen, chairman of Whalen Global Advisors and financial history expert, fascinating insights unfold regarding the modern banking landscape. Whalen analyzes the overvaluation of banking equities and the transition of Fannie Mae and Freddie Mac out of government control. The conversation highlights the impact of changing mortgage rates on market dynamics and critiques the Federal Reserve's current challenges, drawing parallels to historical financial missteps. They also emphasize the need for improved oversight in American finance.

With special guest Steven Bogden, investment and geopolitical strategist. 

Dev Kantesaria, founder and portfolio manager of Valley Forge Capital Management, shares his unique investment strategies and insights. He emphasizes the importance of in-depth research and understanding diverse business models while navigating today’s market challenges. The conversation highlights the dominance of semiconductor giants like ASML and TSMC, and Kantesaria's preference for public equities due to their transparency. Additionally, they discuss the impact of AI on investments and the necessity of maintaining traditional evaluation methods amidst technological changes.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, shares his expertise on business cycles and inflation forecasting. He dives into historical inflation trends, emphasizing lessons from past decades. The discussion navigates through the complexities of current economic indicators, labor shortages, and the impact of post-COVID spending. Achuthan also sheds light on the evolution of inflation gauges and the challenges policymakers face in a K-shaped economy, linking historical movements to today's inflationary pressures.

Dave Breazzano, head of credit at Polen Capital, shares invaluable insights into the current credit cycle and its implications for lending practices amid rising defaults. He delves into investment strategies tailored for complex markets, emphasizing credit quality and sector diversification. The discussion also covers the booming private credit space and its impact on the financial landscape. Breazzano highlights challenges investment managers face and teases an upcoming conference, inviting listeners to engage in essential financial topics.

Richard Byrne, the president of Benefit Street Partners, dives into the current financial landscape marked by rising interest rates and market volatility. He discusses the unsettling impact of the political climate on investor sentiment, especially regarding small-cap stocks. Byrne reveals insights on credit cycles, emphasizing how past crises shape today's vulnerabilities. He also addresses the turbulence in commercial real estate, highlighting falling property values and looming debt maturities, while identifying potential investment opportunities amid uncertainty.

Guest David Samra and hosts discuss international value investing strategies, importance of learning from mistakes, analyzing top holdings' profitability, patience in investing, valuations of US vs. international stocks, and Jack Ma's investment strategies.