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William De Gale: The Champagne Glass Theory That Explains All of Tech
In this episode of The Blunt Dollar, I sit down with William De Gale, founder and CIO of Blue Box Asset Management and former long time technology investor at BlackRock, where he ran its offshore global technology fund for two decades. Will
Jonathan Nurick: Dividends, Discipline, and the Secret to Staying the Course
In this episode of The Blunt Dollar, I sit down with Jonathan Nurick, Co-Founder and CIO of DivGro, a fund built on a bold and simple mission: 30X capital over 30 years. But this is not about chasing hype or predicting the next big thing. I
Vikram Josyula: Why Most Macro Investors Are Playing the Wrong Game
In this episode of The Blunt Dollar, Ignacio sits down with portfolio strategist Vikram Josyula to explore a different way of thinking about macro investing. Instead of trying to predict the business cycle, Vikram focuses on detecting regim
Driss Temsamani: The Agentic Bank Is Coming
What if your bank didn’t just serve you but actually knew you? In this episode, I sit down with Driss Temsamani, Head of Digital at Citi, who’s not just leading a transformation. He’s reimagining what a financial institution can be. Driss h
Sefian Kasem: The Active vs. Passive Debate Is Totally Missing the Point
If you still think ETFs are boring, this episode will change your mind. Sefian Kasem, Global Head of ETF and Indexing Investment Specialists at HSBC Asset Management, joins the show to unpack how ETFs have evolved into the real engine room
Lucy Walker: Fund Research Is Broken
In this episode of The Blunt Dollar, I sit down with Lucy Walker, fintech founder, former fund researcher, and boardroom powerhouse, for a deep dive into the future of fund research and distribution. Lucy shares the story behind building AM
Phil Rosen: The Brutal Truth About Legacy Financial Media
In this episode of The Blunt Dollar, I sit down with Phil Rosen, a former Business Insider reporter turned media entrepreneur, whose journey from literary fiction to launching one of the fastest-growing finance newsletters in the game is an
Lucy Baldwin: Why Being Right Isn’t Enough in Today’s Markets
In this episode of The Blunt Dollar, I sit down for the third time with Lucy Baldwin, Global Head of Research at Citi, to unpack what it really takes to lead one of the largest and most influential research platforms in the world. With a ca
John Haslett: The Portfolio Philosopher Who’s Never Lost a Client
John Haslett is not your typical finance COO. As cofounder of Graphite Asset Advisory, John brings a rare blend of risk discipline, storytelling flair, and market intuition that sets him apart in the world of discretionary fund management.
Karl Rogers: What Finance Textbooks Get Completely Wrong
Karl Rogers has traded everything from oil calendar spreads to electricity across the US grid and now he's building one of Ireland’s most forward thinking family office investment platforms at Elkstone. In this episode of The Blunt Dollar,
Andrew Spence: From Engineering to Finance to Farming
In this episode of The Blunt Dollar, we sit down with Andrew Spence, founder and CEO of Aspen, one of the UK’s fastest-growing model portfolio service (MPS) providers. From his early career in marine engineering to a life-altering health sc
David Hawa: What Everyone Gets Wrong About Bonds
After four decades in European finance, David Hawa has seen it all, from the birth of the euro to managing €3 billion bond portfolios and leading distribution at firms like Nordea, Fortis, and Robeco. In this episode, David unpacks the evol
Spencer Jakab: What Financial Media Won’t Tell You About Market Hype
In this week’s episode of The Blunt Dollar, I’m joined by Spencer Jakab, renowned investment columnist at The Wall Street Journal, author of "Heads I Win, Tails I Win" and "The Revolution That Wasn’t", and the voice behind the widely read "
Mitesh Sheth: Building Spiritual Alpha in a Data-Obsessed World
What do a monastery in India, a £50 billion multi-asset franchise, and a fixed income desk have in common? In this episode, we sit down with Mitesh Sheth, former CEO of Redington and CIO at Newton Investment Management, for a deeply human c
Henning Stein: Why Smart People Still Fail at Long-Term Investing
In this episode of The Blunt Dollar, I sit down with Dr. Henning Stein a strategist, academic, and Chief Innovation Officer at One Business World to unpack the future of investing through the lens of long term thinking, technology, and beha
Martijn Bron: Inside the Cutthroat World of Cocoa Trading
After 25 years inside the engine room of global commodity markets, Martijn Bron walked away from his post as Global Head of Cocoa and Chocolate Trading at Cargill to carve his own path and speak more candidly than ever before. In this episo
Oswaldo Zapata: Why Banks Are Betting Big on Quantum
In this episode of The Blunt Dollar, we sit down with Oswaldo Zapata, a string theorist turned quantum finance expert, to unpack one of the most hyped (and misunderstood) forces heading toward Wall Street: quantum computing. Oswaldo holds a
Chris Thompson: From Brooklyn Auto Shop to Wall Street's Billions
What does it take to go from fixing cars in Brooklyn to managing billions on Wall Street? In this powerful episode, Chris Thompson shares his extraordinary journey from Automotive High School to JP Morgan, and now to leading impact investme
Philippe Gijsels: Why Cash Might Be Your Riskiest Asset
In this episode of The Blunt Dollar, Ignacio sits down with Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis and co-author of "The New World Economy in Five Trends". With decades of market experience and a mind shaped by liter
Craig Coben: How To Build Trust That Lasts
Craig Coben, former Global Head of Equity Capital Markets and Vice Chairman at Bank of America Merrill Lynch, joins The Blunt Dollar to share insights from a 25-year career at the very top of investment banking. From raising billions in IPO
Dean Smith: The One Metric Wall Street Worships
What do a rock guitarist, a math-loving economist, and a fixed income strategist have in common? They’re all Dean Smith. In this episode of The Blunt Dollar, Ignacio sits down with Dean, Chief Strategist at FolioBeyond, to unpack his unconv
Rob Arnott: The Death of Risk Premium (And What Comes Next)
In this episode of The Blunt Dollar, we sit down with Rob Arnott, founder and chairman of Research Affiliates and one of the most contrarian thinkers in investing today. With over $160 billion managed using his models, Rob has challenged de
Cyril Bosch: How AI Will Obliterate Traditional Finance
Quant meets code meets capital in this sharp conversation with Cyril Bosch, a seasoned investment strategist with a rare blend of quant experience, AI expertise, and institutional rigor. Formerly CIO at Sidekick and with a deep background a
Cole Wilcox: How To Engineer A “Never Die” Portfolio
Cole Wilcox, Founder, CEO, and CIO of Longboard Asset Management, joins The Blunt Dollar to unpack the core ideas behind his 25-year investing journey rooted in disciplined risk management, long-term thinking, and trend following. If you're
Larry Siegel: What 1,000 Years of Markets Taught Us About the Future
Few people have shaped the way we think about long-term investing and finance like Laurence Siegel. From his early collaboration with Roger Ibbotson on the landmark "Stocks, Bonds, Bills, and Inflation" study to leading investment research
Marcie Frost: The Woman Running Half a Trillion Dollars
In this episode of The Blunt Dollar, we sit down with Marcie Frost, CEO of CalPERS, the largest public pension fund in the U.S., managing over $500 billion in assets for more than 2 million public sector workers. From a childhood marked by
Orlando Gemes: Why 80% of Hedge Funds Fail
In this episode of The Blunt Dollar, I sit down with Orlando Gemes, Founding Partner and CIO of Fourier Asset Management, a credit hedge fund focused on uncovering repeatable alpha through a highly data-driven approach to convertible arbitr
James Eagle: The LinkedIn Legend Who Turned Yield Curves into Art
Today’s guest is James Eagle, data visualization pioneer, LinkedIn top voice, and former investment writer with a two-decade run at firms like HSBC, Fidelity, and Vontobel. James left the institutional world to become a full-time content cr
Stephen White: Why Most Financial Marketing Is Broken
In this episode of The Blunt Dollar, I sit down with Stephen White, co-founder of Markets Recon and former marketing lead at BlackRock and eVestment, to unpack nearly two decades of insights from the intersection of finance, strategy, and s
William Kelly: The One Skill Every Young Finance Pro Must Master
In this episode of The Blunt Dollar, I sit down with Bill Kelly, a true veteran of the asset management world with over 40 years of experience and former CEO of the CAIA Association. From co-founding Boston Partners to steering CAIA into a
