Alpha Exchange Podcast
1) Zach Buchwald, Chairman and CEO, Russell Investments
As Chairman and CEO, Zach Buchwald leads Russell Investments, a firm overseeing $370bln in client assets and celebrating its 90th anniversary in providing portfolio management services to institutions...Show More
2) Alberto Gallo, Founder and Chief Investment Officer, Andromeda Capital Management
Amidst these very uncertain times in the economy, geopolitics, and asset prices, it was excellent to welcome Alberto Gallo, founder and CIO of Andromeda Capital Management, back to the Alpha Exchange....Show More
3) Michael Contopoulos, Deputy Chief Investment Officer, Richard Bernstein Advisors
With early exposure to Paul Tudor Jones and then stints on the sell-side in credit research, Michael Contopoulos is now Deputy CIO of Richard Bernstein Advisors, a macro-oriented asset manager oversee...Show More
4) Louis Vincent Gave, Founding Partner & Chief Executive Officer, Gavekal Research
It was a pleasure to welcome Louis Gave, the Founding Partner and CEO of Gavekal, back to the Alpha Exchange. Our discussion centers on what he describes as one of the most consequential and underappr...Show More
5) Libby Cantrill, Head of Public Policy, PIMCO
It is busy time, to say the least, for Libby Cantrill, Head of Public Policy at PIMCO. Today’s markets are grappling with vast uncertainties…in US fiscal policy, in Fed independence and leadership, in...Show More
6) GME 5 Years Later…Lessons and Threats
Five years ago, on January 27th, 2021, the frenzied buying and speculation in Gamestop hit its apex. In this short podcast, I look back on one of the more fascinating, and dare I say, dangerous, risk ...Show More
7) Alex Urdea, Founder and CIO, Deep Ocean Partners
It was a pleasure to welcome Alex Urdea, Founder and CIO of Deep Ocean Partners to the Alpha Exchange. Alex traces his career from credit derivatives trading at a large bank to a risk management funct...Show More
8) Andrew Lapthorne, Global Head of Quantitative Research, Societe Generale
Today’s market landscape is defined by extremes that challenge conventional portfolio construction. A small group of mega-cap stocks now represents an unprecedented share of index weight, profit gener...Show More
9) Closing Thoughts on 2025
As I share my closing thoughts on 2025, I want to look back with an eye towards pointing out this year’s unique characteristics from a market risk perspective. I start this exercise by highlighting wh...Show More
10) Ian Harnett, Co-Founder and Chief Investment Strategist, Absolute Strategy Research
It was a pleasure to welcome Ian Harnett, co-founder and Chief Investment Strategist at Absolute Strategy Research, to the Alpha Exchange. Our discussion explores how long periods of low volatility an...Show More
Ian Harnett, Co-Founder and Chief Investment Strategist, Absolute Strategy Research
55:12 | Dec 19th, 2025