Definitely Uncertain: The Private Wealth Podcast

Join us as we speak with an Alternative Credit Specialist and unravel the complexities of private debt and its implications in today's market. Together, we explore the heightened risks in a high-interest-rate environment, providing valuable insights for investors navigating this dynamic landscape.

The Economist's Tom Easton has a unique lens via which to understand what's happening in the world’s most populous country and the 5th largest economy. During out podcast we discuss India's transition from "Basket Case to Bread Basket", how Synagogue attendance is a great measure of India's openness for business, and how excellence and motivation in education underpins the future. Tom Easton is The Economist’s India Business & Finance Editor and Mumbai Bureau Chief.

In the wake of the events of October 7th there has been overwhelming desire by individuals to financially support Israel’s civil and defense needs by supporters around the world. As the war continues into its third month, it is critical for major donors and foundations to develop comprehensive, thoughtful and actionable plans for the short, medium and long term needs of those most impacted.  In this week’s episode of the podcast, Daniel speaks to Michael Bloch, a former McKinsey Senior Partner. In early 2021 Michael left McKinsey to focus full-time on the social sector and founded Israel Impact Partners to help philanthropic individuals and foundations solve social issues and accelerate the growth of the non-profit organizations they support. https://www.israel-impact.com/

On this week’s episode of the podcast, Darren speaks to Jason Greenblatt, former White House Envoy to the Middle East and one of the architects of the Abraham Accords.  Jason discusses how October 7th and the Gaza War is impacting Israel’s relationships with its new regional Arab partners, the warming ties between Israel and Saudi Arabia and on regional trade an investment.  They also discuss the threat to Israel and global trade posed by Houthis in Yemen. Tune in for a timely and fascinating discussion.

In the aftermath of the October 7th Massacre, Israeli society is at a war, recovering from a national trauma and at undergoing a period of deep soul searching. On this special episode of the Definitely Uncertain podcast, Darren speaks to Gary Leibler, managing Partner of Shavit Capital in Jerusalem, about the impact of these momentous and tragic events on Israeli society, security and business - what we know and don’t know.  Brough to you by Goldrock - www.goldrockcap.com

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain podcast, David has a conversation about the energy markets with Zachary McCarroll, Partner at Apogem Capital. Together, they delve into the workings of the global energy sector. From the transition to renewable energy and the impact of government policies to grid challenges in the US and the surprising stability of energy prices, this episode covers it all. Tune in for a thought-provoking examination of the current state and future prospects of the energy industry.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of Definitely Uncertain, we look at how Artificial Intelligence is revolutionizing the investment industry. Darren has a conversation with Prof. Ronen Feldman, Professor of Data Science at Hebrew University and the founder of ProntoNLP. Together, they explore how sentiment analysis and text mining capabilities create huge investment opportunities. Ronen explains how text mining unlocks crucial insights within financial data, enhancing investor efficiency and decision-making. Their discussion also looks more broadly into AI, the challenge of AI hallucination, and the essential need for regulations.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain Podcast – David Ram is joined by Andrew Herenstein, a partner at Monarch Alternative Capital, a distressed credit investment manager. Andrew delves into the current market conditions, emphasizing the impact of government policies on interest rates and the complexities of real estate investments, especially concerning the imminent challenges in refinancing commercial mortgages. Andrew shares insights around inflation, labor shortages, and supply chain disruptions. This episode offers a comprehensive view of the dynamic world of distressed debt investing and the opportunities it presents in an ever-evolving financial landscape.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ This is 100th episode of the Definitely Uncertain podcast. And it is a real treat. Darren speaks with Andrew Goldman, CEO of Tsemed Software, and son of the founder of Sage Group PLC, David Goldman. Andrew takes us on his father's journey starting from humble beginnings up to the eventual major success of Sage and their family experienced. Don't miss out on this compelling and insightful tribute as we honor the life and legacy of David Goldman.

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain, Darren interviews Steven Cress, the head of quantitative strategies at Seeking Alpha. They discuss the basics of quant investing, how it has evolved over time, and how investors can use it as part of their investment strategy. Cress explains how quant investing is used to identify undervalued or overvalued stocks, as well as to assess the risk and return potential of different investments. In the episode, they also discuss the different types of quant strategies, the challenges of quant investing, and the future of quant investing. This episode is a must-listen for anyone who is interested in learning more about quant investing.