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On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings. On the show we discuss: Which segment of the AI value chain faces the best prospects Whether large language models face the risk of commoditization If AI will kill software and SaaS companies Whether we should be concerned about valuations within AI And more!

On today’s show we welcome special guest, EquityZen Co-Founder & Chief Strategy Officer Phil Haslett. EquityZen is an online marketplace for trading pre-IPO shares of private companies. On the show, we discuss: Some of the hardest challenges he encountered building a marketplace startup The opportunity for investors in pre-IPO shares Why companies are staying private longer and private company liquidity His #1 piece of advice for entrepreneurs And more!

On today’s show we welcome special guest, Catalyst Funds CIO David Miller. Catalyst offers unique investment products to meet the needs of discerning financial advisors and their clients. On the show, we discuss: How they find best of breed hedge fund managers Why portable alpha makes sense for investors What he views as the best opportunity in the equity market Why he continues to be bullish on gold And more!

On today’s show we welcome special guest, Barings BDC’s President Matt Freund. Barings BDC primarily makes debt investments in core middle market companies. On the show, we discuss: The recent choppiness and negative sentiment in the private credit market The effect of declining base rates on yields and credit conditions The current deployment opportunity set for private credit funds PIK loans and portfolio construction And more!

On today’s show we welcome special guest, Palmer Square Capital BDC’s President Matt Bloomfield. Palmer Square Capital BDC primarily invests in corporate debt securities across private companies in the U.S. through broadly-syndicated loans and large cap direct lending. On the show, we discuss: Their investment focus on broadly syndicated loans and how that differs from most BDCs Recent headlines that have caused some negative sentiment in the credit market and BDC NAV discounts First Brands and the path forward when a loan gets restructured Lifescan and what happens when a distressed loan recovers And more!

On today’s show we welcome special guest, Kayne Anderson BDC President Frank Karl. Kayne Anderson BDC invests primarily in first lien senior secured loans with a secondary focus on unitranche and split-lien loans to private middle market companies. On the show, we discuss: Recent volatility in BDC prices and what is driving NAV discounts Credit market conditions amidst talk of “cockroaches” and negative headlines from First Brands and Tricolor Characteristics that make core middle market direct lending attractive for investors An update on private credit spreads and payment-in-kind loans And more!

On today’s show we welcome special guest, Eva Yazhari, the General Partner of Beyond Capital Ventures, a women-led impact venture capital firm. On the show, we discuss: The compelling opportunity for early stage investing in Africa and India How venture capital differs in emerging markets What she looks for when investing in a startup And more

On today’s show, we welcome special guests, Brandon Sun, Cohen’s Managing Director and Head of SPAC Investment Banking, and Christian Lopez, Cohen’s Managing Director and Head of Blockchain and Digital Assets. Cohen is a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities. On the show, we discuss: Dynamics driving the momentum in the IPO market Trends in digital asset capital formation and crypto treasury companies The evolution of digital assets within the capital markets What investors can expect for the back half of the year And more

On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss: Their “bitcoin moment” and what initially got them interested in crypto ReserveOne’s digital asset investment strategy How ReserveOne differentiates itself from other crypto treasury companies Reasons why an investor would choose a crypto treasury company over an ETF or holding crypto directly And more!

On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss: What is a crypto treasury company and how do they create value long term? Why should investors buy a crypto treasury company instead of buying the crypto themselves or through an ETF? How are SPACs and RTOs involved in this dynamic? How has the regulatory environment changed in the U.S. around digital assets? And more!

On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss: Core tenets of their approach to crypto investing Trend following and yield farming in crypto Their approach to risk management  His top emerging trends in the digital asset space to have on your radar And more!

On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss: Why investors should consider an allocation to private credit What explains the significant market share growth of private credit in financing buyouts MSDL’s defensive approach to lending, with a focus on first lien loans His thoughts on the current market environment for private credit loans And more

On today’s show we welcome special guest, American Gold Exchange President, Dana Samuelson. American Gold Exchange is a leading national precious metals and rare coin company specializing in dealer-to-dealer trading and direct sales. On the show, we discuss: Why investors should own gold as an investment If Trump’s election effects the bull case for gold Whether investors should prefer gold over bitcoin Risks and reward of owning physical gold And more

On today’s show we welcome special guest, Mirion Technologies CEO Tom Logan. Mirion designs, manufactures, and provides radiation detection, measurement, analysis and monitoring products to the nuclear power and medical markets. On the show, we discuss: The path from private equity ownership to the public markets The macro bull case for the nuclear industry Mirion’s approach to mergers and acquisitions His learnings as a long-tenured CEO And more

On today’s show, listen to Julian and Mike have a live discussion on the State of the Markets: Navigating Q4 and Beyond. On the show, we discuss: The opportunities within global equities, including the sector we are most bullish on Why investors should stay away from fixed income and which investments allocators should use for yield The outlook for mergers and acquisitions along with a potential positive catalyst Why gold is a must own asset and may outperform bitcoin And more A point of disclosure, Accelerate funds may have long or short positions in the securities discussed in this episode.