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by Capital Thesis Podcast
Capital Thesis Podcast
Capital Thesis features conversations with institutional investors, economists, and leading thinkers shaping global markets. Through in-depth discussions, we explore the ideas, strategies, and decisions influencing investing, markets, and capital allocation. Hosted by: Franco Bauerle Business inquiries:…
Coming soon to iPhone. Already have it? “Open in Starcast” takes you straight there.
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Latest episodes
- Bill Nygren: The Art of Value Investing, AI Valuations & Finding Overlooked Opportunities
- Louis-Vincent Gave: The AI Capital Misallocation, Geopolitics & the West's Economic Future
- Carson Block: Building Muddy Waters, Short Selling, Quant Strategies & Market Risk