Lessons from Ilana Weinstein

Ilana Weinstein, founder of The IDW Group, turned hedge-fund executive search into strategic advisory work by studying what separates elite portfolio managers, offering a framework for evaluating talent, competing effectively, and building durable investment firms.

Lessons from Anat Admati

Anat Admati, a Stanford finance professor and co-author of The Bankers’ New Clothes, argues that banks remain dangerously undercapitalized, exposing how complexity, debt subsidies, and weak corporate governance help the financial sector evade public accountability.

Lessons from Adam S. Posen

Adam S. Posen, president of the Peterson Institute for International Economics and a former Bank of England policymaker, brings research on Japan, central bank independence, and trade to questions about macroeconomic policy and a changing global economy.

Lessons from Vimal Kapur

Vimal Kapur rose from account manager in Pune to CEO of Honeywell after decades in the field, bringing an operator’s perspective to reshaping portfolios, resisting headquarters bureaucracy, and confronting the physical realities of the energy transition.

Lessons from Torsten Slok

Torsten Slok, Chief Economist at Apollo Global Management, uses daily macroeconomic charts and his experience at Deutsche Bank to challenge consensus views on inflation, labor markets, interest rates, AI investment, consumer credit, and the global economy.

Lessons from Samara Cohen

Samara Cohen, BlackRock’s Global Head of Market Development and former ETF and Index Investments chief, examines how traditional financial systems connect to digital assets while clarifying the operational mechanics behind index funds and global finance.

Lessons from Robert Arnott

Robert Arnott, founder of Research Affiliates and creator of the Fundamental Index, challenges market-price weighting for making investors buy high and sell low, arguing that valuation opportunities are often found precisely where markets feel most uncomfortable.

Lessons from Jim O'Shaughnessy

Jim O’Shaughnessy built a career showing that simple, rules-based investment models beat human stock-pickers, connecting What Works on Wall Street and the Infinite Loops podcast through a pragmatic study of cognitive bias, media consumption, and human nature.

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