The Biltmore View℠
In depth conversations with leading investment managers.
S5 E42
Jan. 31, 2025, 4 p.m.
Episode 42: Credit, Rates, Uncertainty and Opportunity -- Jon Duensing, Senior Managing Director, Head of Fixed Income, US, Director of Multi-Sector Fixed Income, and Portfolio Manager of Amundi US
Jon Dunesing, Senior Managing Director at Amundi US, shares insights on credit markets, interest rates, and how uncertainty is creating both challenges and opportunities in fixed income investing.
S5 E41
Dec. 19, 2024, 4 p.m.
Episode 41: Crypto, Payments, Exchanges and the New Administration -- Warren Fisher, CEO and Founder Manole Capital Management
We recorded this conversation with Warren Fisher, founder of Manole Capital, on December 19th. He shares insights on banking, payments, regulation, and crypto during a pivotal time for finance.
S5 E40
Oct. 17, 2024, 4 p.m.
Episode 40: Bringing Structure to Venture Capital -- Itamar Har-Even, Co-CEO, Managing Partner Ion Pacific
We recorded this conversation with Itamar Har-Even, Co-CEO, Managing Partner Ion Pacific. He has unique insight into liquidity, investment, and operational trends in venture capital.
S5 E39
Oct. 7, 2024, 5 p.m.
Episode 39: Is Now the Right Time for Real Estate? -- Pat Jackson, Founder, CIO Sabal Investment Holdings
We recorded this conversation with Pat Jackson, Founder and CIO of Sabal Investment Holdings. He has tremendous experience working through difficult commercial real estate debt issues.
S5 E38
Aug. 5, 2024, 3:20 p.m.
Episode 38: A Timely Conversation on the Stock Market - - Scott Wallace, Founder/CIO of Shorepath Capital Management
We recorded this conversation with Scott Wallace, CIO and Founder of Shorepath Capital on July 12th. His message is particularly insightful, as we listen in the midst of a market sell off.
S5 E37
June 5, 2024, 2:03 p.m.
Episode 37: The Prenup Fallacy - Kellie Hall, Head of Estate Planning at Biltmore Family Office
The Biltmore View is mixing it up this episode. Join Rael and BFO's secret weapon, Head of Estate Planning Kellie Hall, in a deep dive on prenup agreements.
S5 E36
April 17, 2024, 2:03 p.m.
Episode 36: Homes, Mortgages & Opportunity - Skylar Weinand, CFA, Managing Partner at Regan Capital
In our latest podcast, we discuss high interest rates and their impact on the US housing market. Join Rael and Skylar Weinand in a discussion on the mortgage market and opportunities of today.
S5 E35
March 8, 2024, 2 p.m.
Episode 35: Going Nuclear - The Future of Energy with Jay Surina, Managing Director at Pelican Energy Partners
Explore the potential of nuclear energy with Jay Surina, Managing Partner at Pelican Energy, in our latest podcast episode. Learn about its current state, future prospects, and surprising insights!
S4 E34
Dec. 11, 2023, 9 a.m.
Episode 34: Is there a price for these assets? Commercial Real Estate in the Sunbelt with Darryl Dewberry, Executive Chairman at The Spectrum Companies
Join Rael and Darryl Dewberry, Executive Chairman of The Spectrum Companies, for an in depth conversation about commercial real estate – past, present and future.
S4 E33
Oct. 19, 2023, 4 p.m.
Episode 33: Ch Ch Changes (Turn and Face the Strain): CRE REITs - Jonathan Litt, Founder & CIO at Land & Buildings Management
This is a particularly interesting time in commercial real estate - full of changes. Many public REIT valuations have fallen to 20% discounts to their asset values. While private real estate is generally held at elevated values. The lending environment is radically changed...
S4 E32
Sept. 19, 2023, 4 p.m.
Episode 32: An Education in Biotech, Dev Gandhi - SilverArc Capital
If you ever want to cause a debate with any of your investment friends, a good starter subject is BioTech. People either love it or hate it. Biotech stocks are particularly volatile. The day trial results are released can see a stock falling 50% or gaining 100%...
S4 E31
Aug. 25, 2023, 3 p.m.
Episode 31: The Overlooked Value in Real Assets: Helicopters - Matt Rothschild, Thora Capital
Our guest, Matt Rothschild, is founder and portfolio manager of Thora Capital. In this podcast, Matt encourages us to take a deeper look into helicopters as an investment.