In a special live recording, Bob Elliott, Co-Founder and CEO of Unlimited Funds, returns to Tomorrow's People and spoke with Gavin Ezekowitz on the relevance of cash in investment portfolios during times of economic uncertainty, and how investo

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

Aug 12th, 2023 31m 26s

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 oppor

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

Jul 27th, 2023 29m 38s

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, unem

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

Jun 18th, 2023 22m 38s

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 belie

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

Jun 7th, 2023 9m 16s

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 eco

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

May 24th, 2023 18m 56s

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

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

May 18th, 2023 17m 24s

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

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

May 11th, 2023 21m 55s

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 Part

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

May 1st, 2023 16m 58s

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 i

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

Apr 25th, 2023 15m 58s

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 in

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

Apr 16th, 2023 19m 34s

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 equi

Shanghai street talk (with Lucy Du) | S2 E13

Apr 9th, 2023 17m 5s

This episode of Tomorrow's News comes live from Shanghai, where BFA's Head of Community Lucy Du shares her observations around the streets of Shanghai after three years. We do the shopping bag test in malls, chat about housing, pet ownership, a

Navigating the bank hybrid market: Balancing risk and reward (with guest Roni Green) | S2 E12

Mar 30th, 2023 17m 6s

In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green on the latest investor concerns surrounding bank hybrids, and what are the real risks and rewards associated wit

Trading Places: Hyperinflation and the death of the dollar (with guest Rasheed Saleuddin) | S2 E11

Mar 25th, 2023 25m 17s

Investor, author and podcaster Dr Rasheed Saleuddin return to Tomorrow's News to talk about hyperinflation on the back of former Coinbase CTO Balaji Srinivasan’s wager that bitcoin will hit $1M within 90 days. --Rasheed used to manage the treas

China's 5% GDP target, consumption, rising debt and data integrity, we ask guest Dr Dan Wang all the hard questions on China this week | S2 E10

Mar 20th, 2023 26m 8s

This week we have the pleasure of speaking with China economist Dr Dan Wang, who takes us on the ground to China, and gives our listeners a read out of the macroeconomic landscape of the country and the Chinese government's monetary stance in 2

Silicon Valley Bank: FTX Butterfly Wings (with guest Rasheed Saleuddin) | S2 E9

Mar 13th, 2023 37m 33s

The story of Silicon Valley Bank not discussed in the news. This week we have the pleasure of speaking with investor, author and podcaster Rasheed Saleuddin, who took a break from his ski trip in Canada to join Gavin and help our listeners unpa

US consumer housing, a bit on China and why you should pay attention to oil this week | S2 E8

Mar 7th, 2023 21m 5s

Markets this week are like the surfs at Tamarama, hard to find a peak to paddle into, hard to form a view on what it's trying to do. In this episode of Tomorrow's News, BFA Head of Community, Lucy Du talks to Gavin Ezekowitz about US consumer h

From credit spreads to government bonds, we talk all things global credit with guest Roni Green | S2 E7

Feb 26th, 2023 20m 55s

In this episode of Tomorrow's News BFA Co-Founder Gavin Ezekowitz talks to global fixed income expert and credit manager Roni Green having pizza with Jonathan Shapiro, credit spreads and all things global credit—Any information in this podcast

Thinking about the markets following the US January CPI results | S2 E6

Feb 20th, 2023 13m 58s

In this episode of Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz about the January CPI results, and what it means for equities, bonds and the next FOMC meeting.—Any information in this podcast is not intended to promote

Will the yuan become the next reserve currency? (with guest Dr Rasheed Saleuddin) | S2 E5

Feb 11th, 2023 26m 1s

In this week's Tomorrow's News Gavin Ezekowitz speaks to pre-seed tech and crypto angel investor, Dr Rasheed Saleuddin.Rasheed was a post-doc in finance at Cambridge, with academic specialties in US interwar financial markets and the 2008 GFC.

What does the Feb US rate hike mean for investors and the market? | S2 E4

Feb 5th, 2023 15m 9s

In this week's Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz on the market reactions following the FOMC meeting, and what that means for his investments and investors today.Gavin's Twitter follow: @michaeljburry—Any inf

Special guest Roni Green talks about Australian inflation post-December CPI results | S2 E3

Jan 30th, 2023 21m 15s

This week on Tomorrow's News we invite special guest Roni Green to talk about Australian inflation on the back of December's CPI results, RBA's rate hikes, housing, and what that means for Roni's portfolio construction in the global context.Ron

Why so bullish cowboy? (Gavin's top reasons to be bullish this week) | S2 E2

Jan 22nd, 2023 19m 38s

We return this week for Tomorrow's News discussing the US dollar, Cardi B, bond markets, China and semi-conductors and more.We don't have a Twitter follow this week, but instead recommend listening to Benedict Evans and Toni Cowan-Brown's lates

December CPI numbers, and the top 3 things investors should think about heading into 2023 | S2 E1

Jan 15th, 2023 24m 9s

Tomorrow's News is back! In this episode, we talk about December's CPI numbers and key areas investors should be thinking about heading into 2023, such as wage inflation, commodities, AUD/USD, China, and VC.Gavin's Twitter follow this week: @An

The big picture (last episode for 2022) | S1 E21

Dec 18th, 2022 16m 21s

In our final episode for 2022, Gavin gives us the big picture following CPI and FOMC, and shares his top three things to look to in 2023.Gavin's holiday Twitter follow will be revealed on Discord (https://discord.com/invite/68hp37W2gt) and What