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Rhodri Preece: Why Gen Z Trusts TikTok More Than Wall Street
In this episode of The Blunt Dollar, I sit down with Rhodri Preece, Senior Head of Research at CFA Institute, to explore how digital forces, new generations, and AI are reshaping the investment landscape. Rhodri has spent nearly two decades
Claudia Sahm: The Wild Birth of the Sahm Rule (and How It Broke)
In this episode of The Blunt Dollar, I sit down with Claudia Sahm, a renowned economist, recession expert, and creator of the famous Sahm Rule, one of the most closely watched early indicators of U.S. recessions. Claudia spent over a decade
Morgaine Conway Grim: Why Finance Needs More Stories and Fewer Spreadsheets
In this episode of The Blunt Dollar, Ignacio sits down with Morgaine Conway-Grim, founder and CEO of Hawks and Doves, a finance education company making investing fundamentals accessible to everyone. Morgaine’s path to finance began not on
Eric Jaffe: The Secret Macro Insight That Gives Investors An Edge
In this episode of The Blunt Dollar, I sit down with Eric Jaffe, CEO of BCA Research, the world’s largest independent provider of macro investment research. We unpack Eric’s unconventional path from the Pentagon to GLG and now the helm of B
Steven Grey: The Hedge Fund Manager Who Reads 400 Pages a Day
In this episode of The Blunt Dollar, I sit down with Steven Grey, founder and managing principal of Grey Value Management, where he oversees the Grey Value Opportunity Fund. Steven’s career spans hedge funds, family offices, and global micr
David Stevenson: The Shocking Flaws in Today’s Asset Management Game
In this episode of The Blunt Dollar, I sit down with David Stevenson, one of the UK’s most candid financial commentators. David writes the Adventurous Investor column for the Financial Times, runs a popular Substack, and is also the founder
Manish Singh: How the Market’s Herd Mentality Can Destroy Your Fortune
In this episode of The Blunt Dollar, I sit down with Manish Singh, Chief Investment Officer at Crossbridge Capital and a veteran global macroeconomist with nearly two decades of experience steering multi-asset portfolios. From his engineeri
Jason Pereira: What AI Can’t Replace in Financial Advice (Yet)
In this episode of The Blunt Dollar, we sit down with one of the most prolific voices in the financial planning space: Jason Pereira. A financial planner, fintech strategist, professor, podcaster, and tireless advocate for professional stan
Vincent Kaufmann: The CEO Using Quiet Diplomacy to Shake Big Business
In this episode of The Blunt Dollar, I sit down with Vincent Kaufmann, CEO of the Ethos Foundation, a leading voice in sustainable finance and corporate governance in Switzerland. With over two decades at Ethos, Vincent shares an insider pe
Elsa Razborsek: The Surprising Parallels Between Dating Fails and Bad Trades
Elsa Razborsek joins The Blunt Dollar for a deep, nuanced conversation on nonlinear careers, women in finance, and the behavioural biases that shape both our portfolios and personal lives. From Goldman Sachs analyst to health coach and back
Julia Carreon: The Shocking Truth About Financial Illiteracy on TikTok
In this episode of The Blunt Dollar, we sit down with Julia Carreon, a digital transformation powerhouse with leadership experience at Wells Fargo and Citi, to dissect the crossroads of finance, technology, and generational change. Julia br
Marina Severinovsky: The Real Reason Your Portfolio Needs a Climate Plan
Sustainable investing has gone from niche to necessary. But where is it headed next? In this episode, Ignacio sits down with Marina Severinovsky, Head of Sustainability for North America at Schroders, to unpack the shifting ESG landscape. M
Brian Matt: The Real Talk on ESG From Inside the NYSE
In this episode we dive deep into the engine room of sustainability, with a guest who has one of the most unique seats in the house. I sit down with Brian Matt, Head of Sustainability Advisory at the New York Stock Exchange, to unpack what’
Manuel Grenacher: The Rise of Agentic AI, and the Fall of Traditional Finance
In this episode of The Blunt Dollar, I sit down with Manuel Grenacher, a serial entrepreneur and founder of Unique, a company revolutionizing financial services with agentic AI. Manuel shares his journey from building startups in Switzerlan
Marlena Lee: What a Nobel Prize Winner Taught Me About Beating the Market
In this episode of The Blunt Dollar, Ignacio sits down with Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena leads a 70-person team that bridges deep academic research with practical client education, h
George Lagarias: What the World Gets Wrong About Financial Crises
In this episode of The Blunt Dollar, we’re joined by George Lagarias, Chief Economist at Mazars, for a thought-provoking conversation on financial crises, economic cycles, and the elusive search for stability in global markets. With over 20
Oktay Kavrak: The Truth About Leveraged ETPs Nobody Tells You
In this episode of The Blunt Dollar, I sit down with Oktay Kavrak, Director of Communications and Strategy at Leverage Shares, a leading provider of exchange-traded products (ETPs). With over a decade in the financial industry and a CFA cha
Thomas Idzorek: How to Future-Proof Your Money in the Age of Uncertainty
In this episode of The Blunt Dollar, we sit down with Tom Idzorek, CFA, Chief Investment Officer for Retirement at Morningstar and one of the most influential voices in modern financial planning. With a career spanning decades and awards li
Francois Trahan: You’re Getting Markets Wrong, And Here’s Why.
In this episode of The Blunt Dollar, I sit down with François Trahan, one of the most respected macro strategists on Wall Street. François is a Hall of Fame-ranked Institutional Investor strategist, former head of macro research at Bernstei
Lori Heinel: What It’s Really Like to Manage $4 Trillion
In this episode of The Blunt Dollar, I sit down with Lori Heinel, Global Chief Investment Officer of State Street Global Advisors, who oversees over $4 trillion in assets. With 41 years of experience in finance, Lori brings unmatched depth
Wylie Tollette: What Most Investors Get Totally Wrong About Risk
In this episode of The Blunt Dollar, I sit down with Wylie Tollette, Chief Investment Officer of Franklin Templeton Investment Solutions. Wylie oversees over $160 billion in multi-asset portfolios and has spent his career bridging investmen
Sébastien Page: What Federer Taught Me About Markets
In this episode of The Blunt Dollar, I sit down with Sébastien Page, Chief Investment Officer at T. Rowe Price, where he oversees over $500 billion in assets and leads a global team of investment professionals. But today’s conversation isn’
Eric Sim: The Branding Strategy Every Finance Professional Needs
In this episode of The Blunt Dollar, I sit down with Eric Sim, former UBS Managing Director turned author, educator, and personal branding expert. Eric’s journey is anything but typical. He started helping his father at a hawker stall in Si
David Blanchett: The One Retirement Risk Nobody Talks About
In this episode of The Blunt Dollar, I sit down with David Blanchett, Head of Retirement Research at PGIM and one of the most respected voices in financial planning. From his early start as a certified financial planner at 21 to becoming a
Byron Gilliam: What Crypto Can Learn from Wall Street (And Vice Versa)
In this episode of The Blunt Dollar, I sit down with Byron Gilliam, market strategist at BlockWorks and the writer behind one of the most engaging daily newsletters in finance. Byron spent 25 years trading global equities across financial h
Patrick DeBattista: The Financial Literacy Crisis and the Truth About Money
In this episode of The Blunt Dollar, I sit down with Patrick DeBattista, CFA, CPA, and financial educator, who is on a mission to democratize financial knowledge. With over 200 workshops delivered across Europe, a growing social media prese
Ted Merz: 32 Years at Bloomberg & the Future of Financial Media
Imagine working 32 years at Bloomberg. Now picture shaping how millions of professionals consume financial news. Now imagine: ↳ Working closely with Mike Bloomberg. ↳ Leading AI-driven initiatives before AI was even a buzzword. ↳ Pioneering
Reda Farran: Retail Investing, AI & Market Truths
In this episode of The Blunt Dollar, I'm joined by Reda Farran, a seasoned finance professional with over 12 years of experience in the industry. From his early days as a sell-side analyst to his current role at Finimize, where he simplifie
Anthony Cheung: How to Break Into Finance (For Real)
In this episode of The Blunt Dollar, I sit down with Anthony Cheung, Chief Content & Culture Officer at AmplifyME, podcast host, and finance educator, to talk about his journey from a small-town upbringing in a rest home to a career navigat
