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podcast
Generating Alpha Podcast
host · unknown
episodes
18
mentions
46
tickers
41
net sentiment
70%
tickers discussed · 41
+ 29 more ▾▴
$CMPS$ALNY$APEIRON-INVESTMENT-GROUP$BABA$DOGE$BTC$CONNOR-GROUP$LIVERPOOL-FC$BEATS$PLANET-HOLLYWOOD$FENWAY-SPORTS-GROUP$DIMENSIONAL-FUND-ADVISORS$VERIFONE$PYPL$VALOR-EQUITY-PARTNERS$IBKR$TJX$NG$ELECTRUM-SILVER$GOLD$BIRK$STWD$FUSE$PERPLEXITY$MOCK-INDUSTRIES$A-STAR-CAPITAL$GENERAL-BIOLOGICAL$SIXTH-STREET$VRX
guests & speakers · 18
episodes · 18
Episode 56: Gavin Baker - Managing Partner of Atreides Management10 insights
2026-07-08 · Baker: Nvidia is exceptional company followed for 25 years, Jensen Huang among most excep…
Episode 55: Economic Myths with Jeff Yass - Co-Founder and Managing Director of Susquehanna1 insight
2026-06-22 · Yass: Amazon's $2T market cap vastly understates $10T consumer surplus value creation
Episode 54: Michael Shvo - Chairman and CEO of SHVO1 insight
2026-05-19 · Shvo CEO: Super prime real estate is a 20-year play on irreplaceable assets
Episode 53: Christian Angermayer - Founder of Apeiron Investment Group5 insights
2026-05-11 · Angermayer backs Enhanced Games: medical PEDs as recovery tools for athletes
Episode 51: Fabrice Grinda - Founding Partner of FJ Labs1 insight
2026-04-01 · Grinda reveals early Alibaba investment thesis: marketplace dominance and Alipay monetiza…
Episode 49: Yoni Assia - Co-Founder and CEO of eToro2 insights
2026-02-18 · Assia declares Bitcoin inevitable 24/7 financial layer driving capital markets on-chain
Episode 46: Larry Connor - Founder of The Connor Group1 insight
2026-01-30 · Connor Group founder details 30%+ annual returns via contrarian apartment acquisitions an…
Episode 44: Paul Wachter - Founder and CEO of Main Street Advisors5 insights
2025-12-18 · Wachter facilitated Liverpool FC acquisition as part of Fenway Sports Group expansion
Episode 42: Collin Roche - Co-CEO and Managing Partner of GTCR1 insight
2025-12-08 · GTCR's Verifone investment exemplifies value buying with growth upside in payment electro…
Episode 41: Antonio Gracias - Founder and CEO of Valor Equity Partners4 insights
2025-11-27 · Gracias reveals decade-plus SpaceX board tenure, calls Musk 'proentropic' probability-pus…
Episode 40: Thomas Peterffy - Chairman and Founder of Interactive Brokers1 insight
2025-10-30 · Peterffy details automation moat driving 70-80% margins at Interactive Brokers
Episode 38 (Part 2): Mickey Drexler - Former CEO of The GAP and J. Crew1 insight
2025-10-14 · Drexler calls TJX best retailer globally citing honest pricing moat
Episode 35: Thomas Kaplan - Chairman and CIO of The Electrum Group3 insights
2025-09-11 · Kaplan controls NovaGold as white knight; Paulson invests $1B to exit Barrick
Episode 34: Michael Chu - Global Chairman and Co-Founder of L Catterton1 insight
2025-09-04 · Chu details Birkenstock investment thesis: vertically integrated health/wellness brand wi…
Episode 32: Barry Sternlicht - Chairman and CEO of Starwood Capital Group1 insight
2025-08-21 · Sternlicht touts STWD as only mortgage REIT above IPO price with 11-12% annualized returns
Episode 31: Kevin Hartz - General Partner at A* Capital5 insights
2025-08-14 · A* Capital makes small fusion energy bet as critical humanity-scale investment
Episode 30: R. Martin Chavez - Vice Chairman and Partner at Sixth Street1 insight
2025-08-08 · Chavez joins Sixth Street to digitize private credit's last frontier
Episode 29: Jim Chanos - Founder of Kynikos Associates2 insights
2025-07-31 · Chanos reveals Tesla short position trimmed as stock surged 12x in 2020