In this episode of the Fat Pitch Podcast, hosts Paul Barausky and Clint Sorenson dive into the latest developments in U.S. monetary policy and global economic trends. They explore the implications of recent Federal Reserve decisions, the impact of China's stimulus measures, and the shifting dynamics in market structures. With insights on inflation, credit growth, and investment strategies, this discussion offers listeners a comprehensive look at how these factors shape today's financia...

In this episode of Fat Pitch, hosts Paul Barausky and Clint Sorensen discuss several pressing financial topics. They cover recent changes and expectations in Federal Reserve policy, particularly concerning interest rates and their impact on various markets. They debate the potential for rate cuts and the implications of current economic conditions, including inflation and labor market trends. Additionally, they explore the broader market shifts, such as the performance of real estate and othe...

In this episode, our guest is Luke Oliver, Managing Director and Head of Climate Investments and Head of Strategy at KraneShares. Luke brings his carbon markets expertise to the show as we dive into a discussion about the trillion-dollar world of carbon trading. From tracing its growth over the past decade to projecting its future potential, Luke covers the complexities of this growing market, including how carbon trading has evolved from a niche corner to a global powerhouse with markets in ...

Nick Rosenthal, Co-CEO of Griffin Capital shares his thoughts about the affordable housing crisis in the United States with a focus on the multifamily sector. The conversation includes the origin of the housing issue, challenges in single-family home production, the shift towards renting, and the impact of factors like increased home prices and stagnant wages. Nick discusses the current state of the multifamily market, the high number of deliveries in 2023 and 2024, challenges in the credit e...

Welcome to the Dugout 2024. In this 15-minute segment Paul and Clint have a casual and semi off-the-cuff conversation about topics that range from Paul's upcoming visit to see Clint's Tar Heels play in the Dean Dome to their thoughts on “anyone under 80”. Conversation points include the Federal Reserve rate cuts, cash, employment, America’s spending, the S&P 500, the Magnificent Seven, cyclical fluctuation, playing the long game, old and new prognostications, pundits, and of course a dash...

In this episode Nick Fusco, co-founder of ApeVue, talks about the dynamic world of private markets. From the rise of credit funds to the evolving landscape of equity valuations, Nick provides a unique perspective on the challenges and opportunities in this often-overlooked sector. Discover the significance of long-duration plays, the role of data on AI models, and the intriguing developments in fund finance. Gain insights into ApeVue’s index benchmarks and how they contribute to a holistic un...

Introducing the Dugout, a new segment of the podcast where hosts Paul and Clint go one-on-one and talk about what’s going on in the world. In this Dugout episode, Paul and Clint hit on inflation trends, the consumer's spending behavior, the potential impact of the Xi-Biden meeting, and deglobalization. The conversation also includes insights into the manufacturing renaissance, the importance of the CHIPS Act, and the potential for a rebirth of American manufacturing. RECORDED NOV 15, 2023

Chris Nero, Founder and CEO of Bridgeport Financial Technology, brings 34 years of industry expertise to the show, where we discuss the financial markets evolution and the transition from public to private markets and the challenges and nuances of this shift. We cover key aspects such as the importance of education in bridging the gap between public and private markets, the growth of accredited high net worth and ultra high net worth investors in private markets, and the role of additive–not...

Our guest is Chris Pavese, a Wall Street veteran and current President and Chief Investment Officer at Broyhill Asset Management. In this episode, we dive deep into the world of value investing. We discuss whether the tech sector still holds value amidst the AI frenzy and how market dynamics have shifted since the late '90s. We address top-down vs. bottom-up strategies, navigating drawdowns in today's market, and uncovering investment opportunities beyond tech, including a unique take o...

This week Jay Jackson, CEO of Abacus Life, joins us to discuss life insurance policies as an alternative asset class. Jay highlights the evolution of the industry, shedding light on the changes in regulation, growth, and the institutionalization of this market. Jay also explains the potential integration of lifespan data into financial planning and investment strategies, emphasizing that life insurance policies are assets with value, suggesting that it’s crucial for financial advisors and cli...

Join us for an insightful journey into the world of economics, finance, and policy as we explore the implications of current global events and trends. In this thought-provoking podcast, we delve into the nature of economic inequality, monetary policy, and the role of central banks. Our guest, Hugh Hendry, renowned economist and the Acid Capitalist, challenges prevailing notions about money printing and offers a fresh perspective on where economic challenges and opportunities truly lie. We dis...

Alexander McCaig, Co-Founder & CEO of TARTLE discusses the transformative potential of data in the context of AI and society. McCaig shares his journey and insights into creating a technology that empowers individuals to take ownership of their data and use it as a valuable asset. The conversation delves into the historical significance of data and its evolution in the digital age. McCaig highlights the benefit of shifting from a coercive-based model (where data is used to drive peo...

This week’s guest is Jack Dreifuss of Impatient Ventures, where he focuses on disruptive companies in the early stages of their growth cycle. In our discussion, Jack shares his views about innovation areas including chip manufacturing, AI-supported manufacturing, innovation on climate sustainability, decarbonization spaces, investing in reshoring U.S. manufacturing, and the future of the workforce. Jack also touches on his interest in local agriculture and commerce and reveals how poker has p...

In this episode, we are joined by Jerry Parker, founder of Chesapeake Capital, former turtle trader, trend follower extraordinaire, and big outlier hunter. Jerry shares his views on letting profits run and taking small losses as being both incredibly profitable and psychologically challenging. We cover bagging big outlier trades, Jerry’s unique views on diversification, and we dig into this trend following philosophy. RECORDED MAY 15, 2023

Meet Mike Melissinos, a successful trend-following trader and fund manager. With years of experience under his belt, Mike shares his invaluable insights into the world of trend following and behavioral finance. In our conversation, we dive deep into trend-following principles, discussing how to identify and capitalize on market trends while minimizing risks. Mike provides a unique perspective on how our behavioral biases can impact our investment decisions and how trend-following can help co...

Aaron Dillon, AG Dillon & Co., discusses his passion to help advisors and independent broker-dealers access venture capital assets for their clients. Aaron's experience in private markets, as well as seeing a need to assist RAs and IBDs, led him to become a leader in navigating venture capital opportunities. From Instacart to AI, Aaron believes there is a valuable opportunity in venture capital. Tune in to hear if the next venture is your Fat Pitch. RECORDED APRIL 11, 2023

Brendan Ahern, Chief Investment Officer, KraneShares, uses his extensive knowledge in index methodologies to focus on the emerging market in China, which he proposes has not been properly represented and looks to be full of opportunity. Don’t miss this one as Brendan discusses his investment approach as it relates to China and emerging markets. Is China a Fat Pitch Opportunity? Let’s dive in and you decide. RECORDED JAN 20, 2023

Listen in as we are joined by Mark Yusko, CEO & CIO of Morgan Capital Management, LLC, as he discusses “Innovation as an Asset Class”. Most people think of stocks, bonds, currencies, or commodities when thinking about classical asset classes. And while that's certainly true, those wouldn’t exist without innovation, right? From Bitcoin to AI, there's innovation all around us. What does that mean for the Fat Pitch? RECORDED JAN 20, 2023

On this episode we are joined by Tom Holliday, Founder & Chief Investment Officer, HIP Investments. Tom is an expert in niche investments. He touches all kinds of topics like the commodity super cycle, green transition, decentralization, deglobalization, and more. RECORDED FEB 3, 2023