Tomorrow's People

di BFA Global Investors

Stagione 3

Gaming, Digital media disruptions and Epic Games: Bruce Stein (S3, Ep. 2)

In this episode of Tomorrow's People, host Gavin Ezekowitz is joined by top gaming and tech investor and entrepreneur Bruce Stein to talk about founding aXiomatic, investing in Epic Games, the digital media landscape and where he sees the opportunity in the future of gaming. Bruce Stein is the Managing Director of Juno Capital Partners, a growth-stage investment fund and advisory services firm based in the US. Prior to Juno, Bruce co-founded and was the CEO of aXiomatic, an eSports and video gaming platform that invests in esports and video game companies, including Team Liquid, Epic Games, Niantic, Dapper Labs, Nifty games and more. Bruce has served as President, CEO and Board member of several toy, video game, technology and entertainment companies, including the President of Mattel.

S3 · E2

12 ago 2023

31:25

Why Hedge Funds Create Alpha and the Long Game for Macro Cycles: Bob Elliott (S3, Ep. 1)

On our inaugural Tomorrow's People episode, host Gavin Ezekowitz is joined by renowned investor Bob Elliott to talk about hedge funds, macro cycles and their effect on asset prices, the effects of the Fed raising interest rates, inflation, unemployment and the impact on equities. Bob Elliott is the Co-Founder and CEO of Unlimited, which uses machine learning to create products that replicate the index returns of alternative investments. Prior to founding Unlimited, Bob was Deputy CIO at Bridgewater Associates where he created many strategies for the Pure Alpha fund across equities, fixed income, credit, exchange rates, and commodities. In his role on the Investment Committee, he was holistically responsible for the Pure Alpha foreign exchange portfolio from investment strategy to trade execution. Before that, he built and led Ray Dalio’s personal investment research team for nearly a decade. He’s the author of hundreds of Bridgewater’s widely read Daily Observations and directly counseled some of the world’s foremost policymakers and institutional investors on economic and investing issues. Bob holds a BA in History and Science from Harvard.

S3 · E1

27 lug 2023

29:37

Interest Rates, Inflation, Bonds and Market Volatility: Post FOMC with Roni Green | S2 E21

Expert global credit analyst Roni Green (and the founder and manager of GFAM global credit opportunities fund) joins us on Tomorrow's News to discuss the recent FOMC meeting and its impact on the future path of interest rates. Whilst Roni believes the Fed may implement one more hike this year, he anticipates a long pause after that. Gavin, on the other hand, sees a soft landing scenario and predicts a steepening yield curve. They also delve into the fixed-income market, private credit, and the potential opportunities for high-quality bonds. —Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

18 giu 2023

22:38

A whistle-stop tour of recent global market dynamics | S2 E20

In a slight departure from our usual format, join us as Gavin takes the spotlight and offers a concise 10-minute exploration of the current global market dynamics and how as an investor you should be thinking about some of the key pieces of economic data. For the complete experience, we recommend watching this episode on our YouTube channel, BFA Global Investors. —— Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

7 giu 2023

9:15

Innovation Unleashed: The real pace of change in venture behind closed doors in Silicon Valley | S2 E19

In this episode, Jonathan Belz, Co-Founder of BFA Global Investors joins Gavin fresh from his visit to Silicon Valley to tell us the state of play in the venture ecosystem in the US and how Australia and Australian investors are best positioned to be part of this exponential growth.——Any information in this podcast is not intended to promote or recommend any particular product or service offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

24 mag 2023

18:55

Understanding duration and credit risk when managing a bond portfolio with Roni Green | S2 E18

In this episode, we are joined by Roni Green, founder and manager of GFAM global credit opportunities fund, and an experienced global credit analyst, to help investors understand bond duration and how it plays into the nuances and complexities of managing a bond portfolio.——Any information in this podcast is not intended to promote or recommend any particular product or service offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

18 mag 2023

17:23

Building the AI Empire: Is Microsoft the one stock to rule them all | S2 E17

Microsoft’s $10 billion investment in OpenAI, the company behind ChatGPT, has put generative AI in the spotlight, as well giving MSFT stock a 40% uplift since the beginning of the year. In this episode, we chat to Gavin Ezekowitz, Founding Partner of BFA Global Investors, on his views on the generative AI landscape and what opportunities it means for investors looking at a tech heavyweight like Microsoft.——Any information in this podcast is not intended to promote or recommend any particular product or service offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

11 mag 2023

21:54

First Republic Bank collapse and the commercial real estate market with Roni Green | S2 E16

Last month, we witnessed the second-biggest bank failure in US history with First Republic Bank. Founder and manager of GFAM global credit opportunities fund and an experienced global credit analyst, Roni Green, joins the show to discuss the impact on the bond market, and how Australia fares in all of this drama.——Any information in this podcast is not intended to promote or recommend any particular product or service offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

1 mag 2023

16:57

Sour Milk: Was Milkrun's demise venture capital exuberance or the challenges of 10 minute delivery in Australia? | S2 E15

In January 2023, Milkrun raised $75 million dollars from Tiger Global, Airtree and other investors. In April 2023, Milkrun announced it had made its 400 staff redundant and shut its doors for good. We discuss where Milkrun went wrong and how investors should do a health check on their portfolios, in particular on the VC funds which invested in Milkrun. —— Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

25 apr 2023

15:57

US CPI, the Yen's impact on global liquidity and how you should be thinking about US equities | S2 E14

Why does a 90 year old man fly to Tokyo? In this episode of Tomorrow's News, we talk about the latest US CPI results, Japan and how the Yen is playing a part in global liquidity, and how this should frame your thinking about the S&P and US equities. ——Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

16 apr 2023

19:33

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