Capital Thesis Podcast

Louis-Vincent Gave: The AI Capital Misallocation, Geopolitics & the West's Economic Future

Louis-Vincent Gave, Co-Founder and CEO of Gavekal, joins Capital Thesis for a conversation on artificial intelligence, China's economic rise, global capital allocation, g

Carson Block: Building Muddy Waters, Short Selling, Quant Strategies & Market Risk

Carson Block, Founder and CEO of Muddy Waters Capital, joins Capital Thesis for a conversation on activist short selling, corporate fraud, quantitative strategies, passiv

Paul Kedrosky: Partner at SK Ventures & MIT Fellow on Debt, Data Centers & What Breaks First

Paul Kedrosky, Partner at SK Ventures and MIT Fellow, joins Capital Thesis for a conversation on the AI investment boom, data centers, debt, the U.S.–China race, and what

David Woo: Columbia PhD, Ex-BofA Head of Rates, FX on AI Race, Bond Markets & Geopolitics

David Woo joins Capital Thesis for a wide-ranging conversation on global markets, artificial intelligence, monetary policy, and geopolitics.David is a Columbia PhD econom

Peter Berezin: Is the AI Cycle Overdone? BCA Research Chief Economist’s Outlook for Global Markets

Peter Berezin, Chief Economist at BCA Research, joins Capital Thesis for a wide-ranging conversation on the risks facing the AI cycle, the outlook for global equity marke

Agustin Lebron: Ex-Jane Street Trader & Researcher on Trading, AI, & Finding Edge

Former Jane Street quantitative trader and researcher Agustin Lebron joins Capital Thesis for a conversation on quantitative trading, artificial intelligence, market maki

Marcos Buscaglia: UPenn PhD & Former BofA Head of LatAm economics on Rates, AI & Emerging Markets

University of Pennsylvania PhD economist Marcos Buscaglia joins Capital Thesis for a conversation on interest rates, artificial intelligence, emerging markets, and Latin

Alberto Ades: Harvard PhD, Former Goldman Sachs Economist, on Markets, AI & Advising Presidents

Harvard PhD economist Alberto Ades joins Capital Thesis for a conversation on global markets, artificial intelligence, Wall Street, and Argentina's economic future.Albert

Daniel Melhem, Founder of Knightsbridge Partners: Global Capital, Real Estate & Middle East

A conversation with Daniel Melhem, Founder of Knightsbridge Partners, on global capital allocation, real estate development, and emerging opportunities across internation