Definitely Uncertain: The Private Wealth Podcast

Goldrock Capital
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Mar 29, 2023 • 33min

Wealth, Happiness and Fulfillment - Episode 91

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ On this week's episode of Definitely Uncertain, Darren sits down with Fred Gluckman to talk about wealth and fulfillment. They discuss the process of articulating family values and achieving consensus, as well as the strategies used by successful families to reinforce these values. The conversation covers the importance of seeking expert opinions, maintaining good data and controls over trusted advisors, and avoiding the echo chamber. They also touch on the importance of thinking for the long-term when it comes to managing wealth. Tune in for a thought-provoking discussion on these topics and more with Fred Gluckman on this week's Definitely Uncertain.
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Mar 15, 2023 • 23min

Private Lending In Asia: Where To Invest – Episode 90

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/  On this episode of Definitely Uncertain, Darren speaks with Michel Lowy, founder of SC Lowy, about the impact of China's reopening on the global economy. Lowy discusses the private lending industry, the effects of high-interest rates on companies, and the regions in Asia where he sees the greatest financial strength. He also provides advice for investors on taking advantage of the growing Asian markets and explains why private debt may be a better investment option than private equity in the current uncertain climate. Tune in for valuable insights on navigating the financial landscape during these unpredictable times.
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Mar 8, 2023 • 48min

Exploring The Intersection Of Geopolitics And Investment Strategy - Episode 89

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/  In this episode of Definitely Uncertain, David Ram sits down with Louis Gave, CEO of GaveKal, to explore the current geopolitical environment and its effects on the global economy. They discuss the potential changing landscape of global currencies, alternative investment options, and the impact of inflation. Tune in for a thought-provoking conversation on these topics.
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Mar 1, 2023 • 23min

Corporate Earnings Review: Q4 2022 - Episode 88

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/  In this episode of Definitely Uncertain, Darren Rockman is joined by Daniel Krausz, partner and co-founder of Blue Door Asset Management. They speak from a macro point of view about the Q4 corporate earnings of last year and go into the factors that shaped the earnings growth for various areas in the economy. They discuss the shift in the economy and what it means for the future, touching on the difference between monetary and fiscal stimulus and its impact on investment returns. Tune in for a thought-provoking conversation on the impact of macroeconomic factors on corporate earnings.  Disclaimer: This episode was recorded on the 22nd of February 2022.
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Feb 21, 2023 • 29min

How I Built A Portfolio With Purpose - Episode 87

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ This episode is the second in our two part series on impact investing. Recorded in front of an audience at our recent Definitely Uncertain Live event in Tel Aviv, David Ram, partner at Goldrock Capital, interviews Dr. Gideon Stein, former head of R&D at Mobileye and today a private investor. Gideon shares his insights and experiences as a dedicated impact investor, providing an in-depth look at his approach to investing. He also speaks about his involvement in the Value Squared ESG Fund and the impact that increased giving by high-net-worth individuals could have on the economy and society.
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Feb 14, 2023 • 24min

The Culture Of Giving In Israel - Episode 86

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/     On this week's episode of Definitely Uncertain, Darren sits down with Ori Ben Shlomo CEO & Founder of JGive to discuss the state of charitable giving in Israel. They explore the differences between giving patterns in Israel, the US, and Europe, and examine the cultural and social factors that influence giving habits in Israel. The conversation also covers JGive's donor-advised fund and the impact that increased giving by high-net-worth individuals could have on the Israeli economy and society. Tune in for a thought-provoking discussion on these topics.
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Jan 25, 2023 • 23min

How To Make An Impact - Episode 85

This podcast is brought to you by Goldrock Capital at goldrockcap.com  This episode of the podcast was recorded live at our recent Definitely Uncertain Live event in Tel Aviv. Daniel Goldman, partner at Goldrock Capital, is joined by Dalia Black of Weave Impact. They take a deep dive into the world of impact investing and discuss the recent developments in the space, including the current trends, challenges and opportunities in this field and the potential ways it can benefit families and society. They explore the concept of integrating values and positive impact in investment strategies. Tune in for a thought-provoking and informative conversation on the current state and future of impact investing
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Dec 28, 2022 • 23min

Inside Israeli Hedge Funds - Episode 84

This podcast is brought to you by Goldrock Capital at goldrockcap.com This week Ron Senator, Managing Partner at Sphera Funds Management, joins Definitely Uncertain to talk about the Israeli hedge fund market. As a co-founder of Israel's first Hedge Fund, Ron talks about how the marketplace has grown, his investment philosophy at Sphera, where the challenges lie, and the types of opportunities he is focused on. Enjoy!
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Dec 15, 2022 • 21min

FTX: A Cautionary Tale - Ep 83

This podcast is brought to you by Goldrock Capital at goldrockcap.com In this episode of Definitely Uncertain, Darren Rockman is joined by David Ram, partner at Goldrock and occasional host of the podcast. They take a deep dive into the world of crypto and discuss the recent developments in the space, including the fall of FTX and Sam Bankman Fried and the alleged fraud with Alameda. They also explore the concept of a centralized digital currency and the future of crypto. Tune in for a thought-provoking conversation on this important issue.
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Dec 11, 2022 • 27min

How To Navigate The Macro - Ep 82

This podcast is brought to you by Goldrock Capital at goldrockcap.com On this special episode of Definitely Uncertain, Darren is joined by Alfonso Peccatiello, CEO & Founder of The Macro Compass and Co-Host of The Macro Trading Floor Podcast. Alfonso and Darren discuss the current economic environment, covering everything from the Fed's use of quantitative tightening, its efficacy, and its risks, to forecasting future outcomes of the recent fiscal and monetary policies. Don't miss this insightful episode!

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