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In uncertain times what’s needed is not just clarity about today’s pandemic, but insight into the challenges that lie ahead as America recovers and returns to normal. GoodFellows, a weekly Hoover Institution broadcast, features senior fellows John Cochrane, Niall Ferguson, and H.R. McMaster discussing the social, economic, and geostrategic ramifications of this changed world.
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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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Institutional Real Estate, Inc. (IREI) — a commercial real estate publishing and consulting company — presents our new, free podcast series to help keep you up-to-date on the current institutional real estate investment market. Tune in throughout the month to hear updates from IREI's president and CEO, Geoffrey Dohrmann, in “The Dohrmann Report”; interviews with article authors that get you deeper into our publication in our “Inside the Edition” episodes; and “Report from Europe” episodes th ...
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[i3] Institutional Investment Podcast

[i3] Institutional Investment Podcast

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. This podcast focuses on institutional investors at pension funds and insurance companies. We cover topics such as asset allocation, portfolio construction and investment strategy. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
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What does it take to make democracy work? The Rules of the Game podcast discusses and compares democratic institutions from around the world. Institutions are the rules of the game of our societies that direct our everyday lives in fundamental ways. They determine whether we live in a free or repressed society – whether we can make our voices heard. Researchers, grass-roots political activists and politicians will join me on this journey of dissecting the struggle for fair representation in ...
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Institutionalized

Josh Templeton

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This is Institutionalized: Living After Deconstruction. Deconstructing is hard, especially when done alone. In this raw, accepting, and sometimes hilarious space, host, Josh and his guests will ask the questions they weren't allowed to ask, challenge norms that keep us stuck in the past, and actively listen to different perspectives. This podcast is about love and living after deconstruction.
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A podcast series that analyzes ongoing issues of national security in light of conflicts of the past—the efforts of the Military History Working Group of historians, analysts, and military personnel focusing on military history and contemporary conflict.
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We are living in times of unprecedented technological development. Many of the tools and devices we invented 20 years ago are obsolete today. In his internationally best selling book, "Homo Deus: A Brief History of Tomorrow", Yuval Noah Harari observes that this development is continuing in important fields such as genetic engineering, regenerative medicine and nanotechnology. Harari predicts that developments in these fields will transform us into super-humans. We might become biologically ...
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For the past 20 years, the Brazilian Supreme Court has become one of the most influential political players in the nation. In the name of democracy and the fight against misinformation, the Court has authorized a flurry of arrests and media bans that have garnered international attention. But Brazil is not alone. It belongs to a long list of nascen…
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Hot-wiring pagers and walkie-talkies to take out Hezbollah operatives: Was Israel’s tactic—like something from an Ian Fleming novel—a justifiable act of national security or a violation of international law? Victor Davis Hanson, the Hoover Institution’s Martin and Illie Anderson Senior Fellow and a military historian and classicist, joins GoodFello…
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Rahul Moodgal and I first met twenty years ago in his early days in the hedge fund business. We had been friends and professional acquaintances with mutual respect ever since, but an inflection in both our personal and professional relationships came after his appearance on the podcast five years ago. That conversation, sharing his incredible story…
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Rahul Moodgal has spent 20 years as a fund raiser across long only strategies, hedge funds, fund of funds, customized solutions, start-ups, and non-profits. Collectively, Rahul has raised and helped raise $60 billion for firms since 2005. He started his career in the industry at powerhouse TT International, and later joined The Children’s Investmen…
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IPA president and CEO Anya Coverman speaks with Real Assets Adviser editor Mike Consol from the floor of the IPA Vision 2024 conference in Orlando, Fla. Coverman illustrates — and teases — some of the changes brought to the new and rebranded IPA, the Institute for Portfolio Alternatives. (09/2024)
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Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities. Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell sid…
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Noam Franklin, Chinmay Bhatt and Cody Kirkpatrick, senior managing directors with Berkadia, spent the past nine months traveling to Asia and the Middle East to meet with institutional investors regarding their interests and intentions for investing in U.S. real estate. Here is what they learned. (09/2024)…
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Mike Maples Jr. is a partner at Floodgate, a pre-seed and seed-stage venture capital firm he co-founded in 2006 with Anne Miuro-Ko. He has been on the Forbes Midas list eight times in the last decade and backed Twitter, Lyft, Twitch, Okta, and many others in their earliest stages. Attempting to understand if he had been lucky or skillful, Mike stud…
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What was it like to navigate America’s national security apparatus all the while coping with a mercurial commander-in-chief? Hoover senior fellow H.R. McMaster tells all in his new best-seller At War with Ourselves: My Tour of Duty in the White House – with additional insights provided by Hoover senior fellow Niall Ferguson, whose forthcoming biogr…
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Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm’s $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since. Our conversation covers some history of the high-yield market alongside Dave’s involv…
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Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S. TRS manages assets that support the retirement security of over two million public education employees in Texas, and has long been known as a thought-leading steward of capital in …
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Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show!Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors02:00 I initially wanted to beco…
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David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the largest U.S. manager of L…
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Marek Handzel, editor of Institutional Real Estate Europe, reports on planning restrictions making things difficult for housing developers across much of Europe and creating housing shortages and mushrooming prices. The good news: Efforts are afoot to streamline and accelerate the permitting process so builders can bring more units to market and al…
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How do hotel cap rates compare with other property types? What makes a great value-add hotel property? What are the strategies for keeping customers on site? How have travelers changed their hotel booking habits? Sean Hehir, CEO of Trinity Investments, an organization specializing in hotels and resorts, makes his case. (08/2024)…
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What do cell companies pay property owners to station towers on their roofs? How do property investors maximize the value of their telecom assets. What are the unique attributes of telecom and digital infrastructure assets. And how many cell towers are there in the United States, and how many more are yet to come? Bernard Borghei, CEO of Symphony W…
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Sam Warfield, head of infrastructure at Pennybacker, joins i3 editor Kali Persall to discuss what’s driving investor interest the lower to middle-market infrastructure space, concerns around deployments and exits from large cap funds, and opportunities. (08/2024)
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In a topsy-turvy election year, does America’s 2024 presidential contest summon ghosts from 1968 — or, is a late-breaking 1980-style landslide in the cards? Historian Niall Ferguson, the Hoover Institution’s Milbank Family Senior Fellow, appears solo on this “mini” edition of GoodFellows (or is it GoodFellow?) to discuss the current political lands…
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Today’s show is quite different from our typical show. It’s an edited replay of a conversation from six years ago with Michael Mervosh, the Executive Director of the Hero’s Journey Foundation. Michael created HJF to provide experiential opportunities for human development and transformation based on Joseph Campbell’s mythic hero’s journey. A few we…
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With Degan Ali I discuss the system of international aid based on her inside experience of working in the sector for over two decades. She speaks truth to power and that really takes some bravery to do, and I honor that. Degan Ali shares many compelling stories from her home country Somalia, but also from several years of growing up and studying in…
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John Cochrane, the Hoover Institution’s Rose-Marie and Jack Anderson Senior Fellow and the author of The Fiscal Theory of Price Level (2023), discusses misconceptions around how the Federal Reserve goes about its business; why economic policy factors into the great-power competition with China; his fascination with Calvin Coolidge; plus why (in Joh…
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Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed. Our conversation follows last week’s about successio…
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