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Other Peoples Money
Other Peoples Money
82 episodes · by Max Wiethe
About Other Peoples Money
Other Peoples Money is a podcast with 82 episodes in the PodLexicon database, each accompanied by an AI-generated summary. Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves. Follow us on: Max's Twitter: https://x.com/maxwiethe OPM on Twitter: https://x.com/opmpod Watch OPM and our Partner Show Monetary Matters on YouTube: https://www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw PodLexicon indexes every episode of Other Peoples Money and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on Other Peoples Money
Trading Philosophy and Timeframes Technical Analysis and Quantitative Evidence Risk Management in Volatile Markets Macro Outlook: Tariffs, Rates, Housing Influence of Victor Niederhoffer Anthem Capital Launch and Strategy Partnership and Investor Alignment Nordic High Yield Market Inefficiencies
Notable Guests on Other Peoples Money
Recent Episodes
The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO — October 14, 2026
Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC — October 12, 2026
The Private Credit Boom is Over: Redemption Requests Exceed Liquidity | James Elbaor | Marlton LLC — September 27, 2026
Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group — September 23, 2026
Outlook on 5 Key Commodities: Metals Bull Market is Just Getting Started (Gold, Copper, & Uranium) | Jérémie Boyer | Aurelion — September 20, 2026
Hunting for Value in Mining Stocks Amid Soaring Metals Prices | Freddy Brick | Muddy Waters Capital — September 13, 2026
The Certainty Premium: What’s Driving the Tech Sector Divergence? | Jeff Keller — August 31, 2026
Time to Reduce Equity Risk: Why Underappreciated Macro Risks Could Derail the Bull Market | Warren Pies — August 25, 2026
Is Private Equity Broken? Why the Buyside’s Problems Are Making 2026 “The Year of the Banker” | High Yield Harry — August 24, 2026
Ex-Goya COO on the $1.4 Trillion Family Business Opportunity in Three Consumer Sectors | Andy Unanue — August 13, 2026
Luke Gromen: Yield Curve Control is the Only Way to Stop a Global Bond Crisis — July 28, 2026
Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI) | Russell Clark — July 22, 2026
Turbocharged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital — July 16, 2026
Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group — July 07, 2026
Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter — June 30, 2026
Inside The Platform Helping Invest Like Substack & FinTwit's Top Researchers | Plutus — June 24, 2026
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk — June 18, 2026
The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks — June 06, 2026
How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro — May 26, 2026
Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen — May 25, 2026
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market? — May 12, 2026
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam — April 30, 2026
From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners — April 29, 2026
"I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co — April 14, 2026
"The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners — April 09, 2026
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy — April 07, 2026
The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante — March 31, 2026
“Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital — March 23, 2026
The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners — March 17, 2026
How $100B Asset Managers Are Making Tokenized Funds a Reality | Maredith Hannon of WisdomTree — January 27, 2026
The Market’s Biggest Whales are Making Huge Changes: Total Portfolio Revolution | Steve Novakovic of CAIA — January 13, 2026
From Quant to VC: Data Driven Investing in Public & Private Markets | Matt Ober | Social Leverage — December 30, 2025
How This Value Investor Beat the Market and Grew His Hedge Fund | Yaron Naymark | 1 Main Capital — December 17, 2025
Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management — December 09, 2025
Venture Capital’s Collision with Public Markets, the Dry Powder Bubble, and VC Metrics that Lie | James Wang of Creative Ventures — November 25, 2025
Can Alpha Capture Save Fundamental Long/Short Equity? | David Stemerman CenterBook Partners — November 18, 2025
Why Beating the Market Isn’t Enough for Investment Managers | Corey Hoffstein — November 13, 2025
This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital — November 04, 2025
The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital — October 28, 2025
Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode) — October 16, 2025
How Analyst Compensation & Incentives Impact Hedge Fund Success with HF Reflections (Bonus Episode) — September 30, 2025
Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP — September 25, 2025
Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital — September 16, 2025
How this Small Cap Hedge Fund Took Advantage of Crisis & Controversy to Reach Scale | Stoic Point Capital Management — September 09, 2025
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon — September 03, 2025
Climbing the Hedge Fund Ladder: From Analyst to Hedge Fund Founder — August 27, 2025
The Golden Age of Fundamental Commodities Trading with Tor Svelland of Svelland Capital (18.5% Annualized Since Inception) — August 19, 2025
Deep Engagement: A Banking Approach to Classical Value Investing | Donald Zilkha of Zilkha Investments — August 05, 2025
Optimizing the Investment Business for Long-term Results | David Steinberg of Marlowe Partners — July 30, 2025
SPACs Are Booming but Are We Back in Bubble Territory? | Louis Camhi of RLH Capital — July 22, 2025
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