In this episode, we sit down with Alexandre Tavazzi to explore the complex world of markets and macroeconomic risks, and what they mean for high-net-worth families. Alexandre shares his insights on the recent weakness in the US dollar, the current state of equity markets, and the opportunities in Europe, Japan, and emerging markets like India.
We dive deep into portfolio strategy, discussing the evolving relevance of the traditional 60/40 model, the role of gold and silver, and the challenges facing private equity in 2025, including liquidity bottlenecks and structural shifts. Finally, Alexandre provides practical guidance on common mistakes wealthy families make when navigating big macroeconomic changes, from rising rates and inflation to geopolitical tensions.
Whether you’re an investor, advisor, or simply interested in understanding the forces shaping global markets, this episode provides actionable insights and a nuanced perspective on managing risk and opportunity in today’s complex financial landscape.
Markets are at a crossroads—but what’s actually moving the needle as we head into 2025? In Episode 131, host Darren Rockman welcomes Matheus Dibo, a senior investmentstrategist with 15 years of experience spanning São Paulo, New York, and now London.
They dig into:
• Why equity valuations are at levels rivaling the dot com peak
• Macro indicators to monitor as central banks navigate high-rate terrain
• Tactical moves across equities, bonds, currency, and emerging markets
• How AI adoption is rewriting investment playbooks—and what it means for risk
• Where China and digital assets (including Bitcoin) fit in a forward looking portfolio
Expect real-world insights, sharp analysis, and actionable ideas to help you design a resilient and growth-minded strategy for the year ahead.
Commodities at a Turning Point: Cycles, Scarcity & the Case for Natural Resources
In this episode of the Definitely Uncertain podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring & Rozencwajg, an investment firm focused on the natural resources sector.
They explore the long-overlooked case for commodities—including gold, uranium, platinum, and more—as the world faces structural underinvestment and shifting global capital flows. Adam unpacks why we may be entering a new multi-year bull market for commodities, and how investors should think about positioning for the decade ahead.
🎧 Tune in to learn:
Why commodities may be historically undervalued
What ESG, regulation, and capital constraints mean for future supply
Where the most asymmetric opportunities lie in energy and metals
Why this moment may echo 1972 or 2000 for contrarian investors
Subscribe to Definitely Uncertain for thoughtful, long-term investment conversations from Goldrock, a global multi-family office.
On this episode of the Definitely Uncertain podcast, Darren Rockman sits down with Rob Rackind, a veteran global real estate investor and former Global Head of Real Estate at Credit Suisse. With over 30 years of experience building and managing real estate platforms around the world, Rob shares his perspective on today’s rapidly shifting market.They discuss the future of the office sector, opportunities in private real estate lending, how to spot strong fund managers, and what global regions may offer the most promise for investors right now.If you're thinking about where real estate fits into your portfolio today, this episode is not to be missed.
In this episode, Daniel Goldman sits down with Gila Tolub —a former McKinsey partner who has spent the last two decades working acrosshealthcare innovation, strategy, and leadership development. Gila shares herjourney from advising Fortune 500s and leading McKinsey’s vaccine and healthequity initiatives, to her recent work supporting trauma healing efforts inIsrael through Merhav Marpe and the launch of ICAR Collective.
Together, they explore how strategic thinking can be appliedto philanthropy, how families can give more intentionally, and why mentalhealth in Israel needs a smarter, more data-driven approach. It’s a thoughtful,wide-ranging conversation about purpose, impact, and what it means to lead withboth heart and rigor.
On this episode we had the pleasure of speaking with Avi Glina, Founder of SpiceCart Investments and a seasoned real estate investor and developer based in Toronto.
Avi brings a wealth of experience in multifamily residential, commercial, and developmentprojects, with a deep understanding of the Canadian market. As a third-generation real estate professional, Avi’s work is grounded in strong family roots, philanthropy, and community activism. He is also the co-founderof Yalla!, a grassroots initiative uniting the Jewish community in the face g
From real estate trends and interest rate impacts to foreign investment and community leadership, Avi offers unique insights shaped by both business acumen and astrong sense of purpose.
We enjoyed our conversation with Avi and hope you enjoy the episode just as much.
Israel’s tech ecosystem is defying theodds—small in size, big in impact. On this episode of Definitely Uncertain,Eric Reiner, Founder and Managing Partner of Vine Ventures, joins DarrenRockman to unpack what fuels that success. From investing in AI leaders likeHippo and Gynger to launching the Sarona Unity Center, Eric explains how his$140M fund is blending financial returns with social responsibility. Tune infor a deep dive into Israel’s startup DNA, the rise of AI, and how venturecapital can be a force not just for innovation, but for unity.
In this episode, we’re joined by Jonathan Moss, Principal at the IJD Group, and Cyril Pham, Portfolio Manager at HCP, to explore the evolving landscape of private credit and real estate lending. They share their insights on HCP's investment strategy, the growth of the sector in Australia, and how they assess deals in a competitive market. Tune in for expert perspectives on the future of private lending and real estate.
A few months ago, we had the privilege of hosting Dr. TamarElram on the Definitely Uncertain Podcast. Dr. Elram is a physician,poet, and hospital director with extensive leadership experience in healthcare.Specializing in women’s health, she has held senior roles, including as thedirector at Hadassah Medical Center. A passionate advocate for consciousleadership, she strives to empower women in key positions and drive positivechange within the healthcare industry.
In addition to her medical career, Dr. Elram has publishedtwo poetry books and contributed to humanitarian missions, such as providingmedical aid to Haiti following the devastating earthquake. With an MD andadvanced leadership training from Harvard, she brings a unique blend of medicalexpertise, leadership acumen, and a deep commitment to social change.
On this episode, we step outside the typical industryconversations to dive into a different kind of dialogue. We’re excited to shareour conversation with Dr. Elram and her valuable insights, and we hope youenjoy it as much as we did!
Tune in now! 🎧
Soo Cheon Lee is the Chief Investment Officer and Co-Global Portfolio Manager at SC Lowy, a $1.6 billion alternative asset manager specializing in opportunistic corporate lending. With a background at Deutsche Bank, Soo Cheon offers deep insights into global markets and investment strategies.
In this episode, Soo Cheon discusses corporate lending, market trends, and the factors shaping global investment decisions. Tune in for expert insights into navigating today's financial landscape
Join Darren Rockman, and expert guest Yair Benyamini as they discuss the proposed changes to Israel’s tax laws and how they will impact high-net-worth families. From changes to wallet and holding company taxation to new reporting requirements for Olim and returning residents, they break down what you need to know. Learn how these reforms could affect your investment strategies and tax planning, and how trusts will be impacted. Get actionable insights and strategies to navigate the evolving Israeli tax landscape. Subscribe now on
YouTube and Spotify for more updates!
In this episode of the podcast, we sit down with Jeremy Leibler, a partner at Arnold Bloch Leibler and President of the Zionist Federation of Australia. Jeremy brings a wealth of experience in corporate law and Jewish affairs, particularly in the wake of rising anti-Semitic incidents in Australia since October 7th. We discuss the community's response to these challenges, drawing parallels with other diaspora communities and examining the role of the Australian government in addressing anti-Semitism. Jeremy shares insights on the global perception of Israel, the impact of recent events on Australia-Israel relations, and the importance of legal frameworks in advocating for the Jewish community. Finally, he reflects on his hopes for the future of global Jewish unity and support for Israel amidst ongoing struggles.
In the wake of the tragic events of October 7th, the question on everyone’s mind is: What now? How do we move forward? What does the day after look like? We were deeply honored to welcome back Joseph Gitler, founder of Leket Israel and a close friend to the Goldrock family, to share insights on how he and his organization have innovatively restructured to meet Israel’s growing needs in these challenging times.
Joseph also spoke about his family's personal loss of his son-in-law, David, and how grief manifests differently for everyone in Israeli society.
We hope this episode resonates as deeply with you as it did with us.
It was a true privilege to have him join us again.
In this episode of the Definitely Uncertain Podcast, we speak with Amit Pilowsky from Key1 Capital, an Israeli growth equity fund focused on technology. Amit shares his insights on the rising demand for innovation in defense tech amidst global geopolitical tensions. We discuss the challenges of attracting capital and talent in the defense sector, the evolving relationship between governments and startups, and Western economies' readiness for large-scale defense tech production. Tune in for a deep dive into the future of defense technology and investment.
Ophir Zilbiger (Head of Cybersecurity at BDO Israel) helps HNW families and organizations manage their cybersecurity risk. Among other issues, Ophir discusses how HNW families can take a few steps to protect themselves from cybersecurity threats. Based largely on NIST (National Institute of Standards and Technology) guidelines which provides an array of best practices for cybersecurity: • Identify: Understand and manage cybersecurity risks • Protect: Implement safeguards to secure critical services • Detect: Identify cybersecurity events in real-time • Respond: Mitigate and manage detected incidents • Recover: Restore and strengthen affected systems
Join us for our latest episode with Rabbi Yehoshua Fass. Josh is the Co-Founder of Nefesh B’Nefesh and has served as the organization’s Executive Director since 2002.
We discuss how Nefesh B’Nefesh revolutionized western Aliyah and facilitated the Aliyah of over 80,000 North Americans to Israel. Over the years, the foundation has become a senior partner with multiple leading Israeli governmental Ministries and is widely recognized as the premier immigration institution in Israel.
Catch our latest episode with leading Citi investment professionals, Jashpal Gulliani and Guillaume Menuet, where we discuss global asset allocation, equity & fixed income markets, portfolio construction in light of geopolitical uncertainty and more.
As the global economy has entered a phase of growth and normalization, Citi believes that despite less than ideal market conditions, they see a variety of opportunities to seek returns and mitigate risks.
With increased immigration expectations, it is crucial to understand the complex tax implications for U.S. citizens and stay informed about the significant changes to Israel's tax laws affecting new immigrants and returning citizens. Our latest podcast features @Fred Kahn, Managing Partner & CEO of @Phil Stein & Associates, a premier U.S. tax accounting firm based in Israel. Fred provides expert guidance on navigating these new regulations effectively. Topics covered include changes to the 10-year tax holiday, common income tax reduction scenarios, and continued employment with a U.S. employer.
Beatie Deutsch is the Israeli national champion in the marathon and half marathon. As a mother of five young children, she has learned to apply her training to the real marathon of life. Beatie took up running just seven years ago and is now training as an elite athlete, representing Israel on the international stage. More than anything else, her journey has empowered her to dream big and keep reaching higher, a message Beatie is passionate about sharing with audiences around the world.