Masters in Business

Binky Chadha, Chief U.S. Equity & Global Strategist at Deutsche Bank, shares insights from his work at the IMF and his current role in asset allocation. He discusses the unusual mix of low unemployment and strong GDP growth, emphasizing its positive impact on equities. Binky elaborates on how mega-cap tech has influenced recent earnings and suggests that other sectors are poised to catch up. He also highlights key indicators and the implications of tariff policies on growth, while advising new graduates to align their careers with their passions.

Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, shares her expertise from decades of advising on private markets. She discusses the rise of alternative investments and how companies are staying private longer. Kristin emphasizes integrating alternatives into client portfolios, offering guidance on optimal allocations. She explores the appeal of private credit and the changing landscape of real assets, particularly in data and digital infrastructure. Olson reflects on mentorship and offers insights for newcomers to finance.

Rachel Benton, a dedicated mother diagnosed with IgA nephropathy after a prenatal checkup, shares her emotional journey through the disease and its challenges on family life. Nephrologist Dr. Jonathan Barrett explains the biology behind IgA nephropathy and its historical underreporting. Dr. Manish Maskey discusses targeting B-cell drivers like BAFF and APRIL in research for potential therapies. Rachel’s advocacy emphasizes the importance of routine health checks, making her story both inspiring and informative.

Brandon Zick, Chief Investment Officer at Ceres/Saris Farmland Funds, transitions from a dairy farm upbringing to the world of private equity. He shares insights on investing in farmland while highlighting its unique attributes as an asset class, such as its zero vacancy and inflation-hedging benefits. Brandon discusses the importance of strategic land selection and secondary revenue streams like solar and timber. Finally, he reflects on the evolving landscape of agricultural technology and the challenges faced by operators in this essential sector.

Jeffrey Ptak, managing director at Morningstar and expert in retirement plan behavior, shares insights on automating investments. He discusses how automation reduces emotional trading, enhances returns, and helps investors stick to their plans through features like auto-enrollment. Jeffrey highlights that younger and lower-earning participants benefit most from these strategies. He also explores the role of AI in automation and advises on choosing the right platforms for investing decisions. The discussion emphasizes that putting investments on autopilot can lead to significant financial gains.

Jon Hilsenrath, a former chief economics correspondent at the Wall Street Journal and founder of Serpa Pinto Advisory, shares his insights on the Great Financial Crisis. He discusses why AIG was saved while Lehman Brothers wasn't, and critiques the flaws in fiscal policy during the crisis. Hilsenrath also reflects on the shifting dynamics within the Fed and the implications of today's information revolution. He highlights the challenges of inequality and the impact of automation on workers, sparking a thought-provoking look at the future of the economy.

Brandon Zick, Chief Investment Officer at Ceres Farmland Fund, oversees around $2 billion in agricultural land assets. He highlights exciting ways land can generate income, from mineral rights and timber to recreational and renewable energy opportunities. Zick dives into how solar and wind projects can enhance farm income and discusses the potential for biogas revenue from dairy farms. He also touches on innovative uses like AI data centers and the market for carbon credits, revealing how these can significantly increase land value.

Liz Ann Sonders, chief investment strategist at Charles Schwab, brings a wealth of knowledge on market cycles and investor psychology. She shares insights gained from mentors like Marty Zweig and discusses the evolution of her role in macro analysis. Liz Ann highlights how today's individual investors are thriving and the importance of sentiment in trading decisions. She warns about behavioral traps from concentrated stock positions and explores the impacts of tariffs on consumer prices, all while reflecting on the complexities of navigating modern markets.

Dave Nadig, President and Director of Research at ETF.com, shares his expertise on the evolving landscape of active ETFs. He discusses the resurgence of these funds and the challenges of understanding their performance, warning that most active managers tend to underperform. The conversation dives into the benefits and risks of tokenization in ETFs, transparency issues, and untested investment strategies. Nadig emphasizes the need for savvy due diligence when evaluating new products to navigate this complex and sometimes speculative market.

Join Mishal Husain as she dives into conversations with influential figures, including Prime Minister Keir Starmer, who discusses political promises and Palestinian statehood. Explore storytelling with Jesse Armstrong, who reveals his fascination with power dynamics over wealth. Shonda Rhimes shares insights on diversity in television and addresses the 'woke' critique of Bridgerton. With a format that blends curiosity and personal connection, each week brings an essential dialogue illuminating the changing world.