Best Permanent Equity Podcasts (2024)

1
Navigating the Current Macro Landscape with Kyle Bass 55:48

3h ago55:48

55:48

This week, Doug and Greg Stokes interview Kyle Bass, Founder & Chief Investment Officer of Hayman Capital Management, and a prominent macro strategist. They discuss the current economic landscape, the implications of Federal Reserve policies, the real estate market, and the geopolitical tensions surrounding China and Taiwan. Bass provides insights …

1
Episode #183 Improving Maternal Healthcare in America: Why it’s not just a “Nice to Have” with Ann Somers Hogg, Director of Health Care, Clayton Christensen Institute 28:39

14h ago28:39

28:39

Ann Somers is the Director of Health Care at the Clayton Christensen Institute. Her research focuses on drivers of health (a.k.a. social determinants of health), maternal health, and the pathways to improve them. Ann Somers holds an MSPH in Health Policy and Management from UNC-Chapel Hill and a BS in Commerce from the University of Virginia. Last …

1
Redefining Higher Education: Making Knowledge Accessible to Everyone with Shai Reshef, President of University of the People Episode 128 30:23

3d ago30:23

30:23

Higher education is a gateway to a brighter future, offering individuals the opportunity to expand their knowledge, skills, and career prospects. However, access to higher education has often been limited by factors such as cost, location, and time constraints. Shai Reshef, President of University of the People, believes education is a right, not a…

1
#365 - Mark Gibson - CEO @ JLL Capital Markets - In-Depth Analysis of Current Real Estate Market (2H 2024 - 2025) 1:15:54

2h ago1:15:54

1:15:54

Mark is currently the Chief Executive Officer of JLL Capital Markets, Americas. He also sits on JLL’s Global Capital Markets Board where he shares responsibility for the strategic direction, growth, and client activities of JLL’s global capital markets business. We discuss: The state of Capital Markets The FED and rate cuts The performance of Offic…

1
Episode #182 The Power of AI in Chronic Disease Management: The Ibis Touch with Piali De, CEO, Senscio 49:55

3d ago49:55

49:55

Piali De, PhD is a talented physicist who started her career developing artificial intelligence systems for the United States defense departments. In 2010, Dr. De founded Senscio Systems, a digital health company redefining chronic care management with the nation’s first AI-powered home-to-clinic digital therapeutics platform called Ibis. Senscio’s…

1
What Does a Soft Landing Look Like? 30:04

3d ago30:04

30:04

As we brace for the first hurricane of the season, we hope everyone in the storm’s path stays safe. This week, Greg & Doug Stokes discuss what a soft landing for the market means and the challenges faced by urban areas and the commercial real estate industry. They also touch on the yield curve, Fed cuts, and the upcoming U.S. presidential election …

1
#72 - Gaming & God with Luke Richey 48:02

10d ago48:02

48:02

Luke Richey has a long history of founding companies in the gaming industry. He has pioneered augmented reality technology and worked with cutting edge virtual reality scientists. Today he talks about his journey to God and the miraculous path that brought him there.By Mike Sudyk

1
Talking Hydrocarbons with Walker Moody of Pickering Energy Partners 46:55

8d ago46:55

46:55

This week, we welcome on special guest Walker Moody, President of Pickering Energy Partners based out of Houston. He’ll educate us on the geopolitical ramifications on the energy sector, from wars to our elections. Walker also tells where he sees the future of energy transition heading—in terms of investment—and why Pickering is focused on upstream…

1
Unlocking Community Power: How Women’s Business Centers Create Thriving Entrepreneurs with Nancy Swift, Executive Director at JEDI & CA WBC Network Chair Episode 127 35:20

14d ago35:20

35:20

How do we dismantle the entrenched systemic barriers that hold back so many in the business world? The answer lies in access to capital, information, and networking. Nancy Swift, Executive Director at JEDI, points out that women, in particular, encounter systemic challenges, like unequal access to funding and exclusion from critical networks, makin…

1
Rate Cuts Are Coming. Now What? 30:44

16d ago30:44

30:44

With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that affects real estate and the economy as a whole, and we’ll discuss the seemingly closed IPO window and a revised jobs report. Key…

1
#364 - Chico West - Getting Sober, Overcoming Trauma, & Winning 1:05:13

15d ago1:05:13

1:05:13

Chico West is a LPC therapist, coach, and consultant. He works with on-site programs and for Construction companies and has a private practice with over 34 years of continuous sobriety. We discuss: - Common themes around addiction - Marriage - Therapy and Counseling in the C-Suite We'd appreciate you filling out our audience survey, so we can conti…

1
Episode #181 Decrease the Spend, Increase the Profit with Data with David Kirshner, Managing Partner, LogicSource 43:46

17d ago43:46

43:46

Money. Not always the most inspiring or sexiest topic in healthcare, but one that is critical if we are going to change the system for the better. Today on the podcast, we welcome David Kirshner, Managing Partner at LogicSource, to talk about their approach to helping health systems improve efficiency and decrease costs so they can redirect funds w…

1
#363 - Jason Illian - GP & Co-Founder @ Highmount Capital - Growth Equity, Investing in Dude Perfect, Launching Koch Disruptive Technologies 1:07:50

17d ago1:07:50

1:07:50

Jason is the General Partner and Co-Founder of Highmount Capital, a unique investment firm focused on growth stage and middle market investments in transformative technology and other growth-related platforms. He is the former Managing Director and founding member of Koch Disruptive Technologies (KDT), the venture and growth arm of Koch Industries,…

1
Evan Loomis on Protecting the World, AI, and Living on the Moon 50:47

24d ago50:47

50:47

This week we had a fascinating chat with Evan Loomis, General Partner at Overmatch and Founder of ICON. We discuss investing in our defense and how the U.S. strategy is moving from big to small and from expensive to cheap. He’ll also educate us on our weak spots, how we compare to Russia and China, and how autonomous weapons and surveillance vehicl…

1
Special Episode – Doing Humanity in Healthcare with Joe Machiote 28:52

23d ago28:52

28:52

Joe Machiote spent the first decade of his career in the hotel and dining operations industry and has nearly 30 years of experience working in the fields of HR, Diversity & Inclusion. He currently serves as Chief Diversity and Inclusion Officer for Premier, Inc. We’re airing this interview on the podcast as a means of introducing you to the type of…

1
The Future is Working: Addressing The Skills Gap in an Evolving Workforce with Shelley Hoss, Chief Executive Officer at Orange County Community Foundation Episode 126 43:20

24d ago43:20

43:20

Workforce development initiatives are crucial in preparing individuals for the ever-evolving job market. As industries change and technology advances, both employees and employers need to adapt to these shifts. But where does one start? How can new workers ensure that they’re equipped to thrive in the future workforce? Since May 2000, Shelley Hoss …

1
#362 - Steve Van Amburgh - CEO @ KDC - Developing The BEST Corporate Build-To-Suits in America 1:11:23

24d ago1:11:23

1:11:23

As the CEO of KDC, Steve Van Amburgh manages the firm’s strategic planning while coordinating new business development efforts. He also oversees KDC’s acquisition and development activities. Under his leadership, KDC completed over 154 corporate build-to-suit office and industrial projects valued at over $11 billion and totaling more than 37 millio…

1
Narrative Ping Pong: Recessions and All-Time Highs 26:56

28d ago26:56

26:56

After seeing a 10% correction, the markets are knocking on the door again near record levels. It's never boring, and that’s why we love these weekly dialogues with you. We’ll also chat about what Chevron’s new drilling tech, the Super Bowl, and hurricanes mean for our local economy, and we’ll end —as we seemingly always do—with where we think rates…

1
Episode #180 Ableism in American Healthcare with Megan Morris, PhD, MPH 45:57

1M ago45:57

45:57

We’re excited to share this discussion with Megan Morris, PhD, MPH in the first episode of the 8th season of Creating a New Healthcare! Dr. Morris is currently an Associate Professor in the Division of General Internal Medicine in the Department of Medicine at the University of Colorado, Anschutz. In her work, she focuses on provider-level and orga…

1
Recapping a Wild Week in the Markets 23:03

1M ago23:03

23:03

What a week! Morgan Housel called this the biggest market decline since the last one you don't remember or care about. With talk of a flash crash happening and a recession looming, we’ll look at how Warren Buffet, Apple, and Japanese Yen played into a crazy ride over the past few days. We’ll also discuss historical market corrections and how the la…

1
Women’s Business Centers: The Silent Giants of Entrepreneurial Advocacy with Claudia Viek, Founder & Catalyst of the Invest in Women Entrepreneurship Initiative Episode 125 38:12

1M ago38:12

38:12

Women’s Business Centers are a hidden gem for aspiring entrepreneurs, offering invaluable support in the complex world of starting and growing a business. These centers, often overlooked, provide essential support for women looking to start and grow their own businesses. Claudia Viek, a trailblazer in the field and the Founder and Catalyst of the I…

1
#361 - Jeremiah Donati - Director of Intercollegiate Athletics @ TCU - The Business and Future of College Athletics 1:21:35

1M ago1:21:35

1:21:35

Jeremiah Donati was appointed as TCU’s Director of Intercollegiate Athletics on December 11, 2017. Since his arrival at TCU in 2011, Donati has played a major role in enhancing the TCU student-athlete experience through donor-supported facility upgrades totaling nearly $500 million. During Donati’s tenure as athletics director, the Horned Frogs hav…

1
Don’t Let Politics Drive Your Investment Agenda 33:51

1M ago33:51

33:51

There is a lot happening! Doug and Greg are back solo this week to talk about the markets. We’ll examine the affordability and performance of stocks outside of the Magnificent Seven. We’ll also look at AI and ask if the bubble has peaked and when can we expect to see a return on the massive investment. We’ll finish with a future-facing eye on a pot…

1
An Energy Investment Conversation with Fortress Energy Co-Founder, Jordan Strebeck 48:10

2M ago48:10

48:10

We’re pleased to welcome Jordan Strebeck, Co-Founder and Managing Partner of Fortress Energy, to the Lagniappe Podcast. Jordan walks us through his background, from New Mexico to Harvard to Midland, and why he chose to focus on minerals. We’ll talk about how technology and technique have changed the Permian Basin and the energy sector as a whole an…

1
The Need for Reform: Breaking Down the School-to-Prison Pipeline with Quan Huynh, Executive Director at Southern California at Defy Ventures Episode 124 36:09

2M ago36:09

36:09

The school-to-prison pipeline is a complex and damaging system that disproportionately affects marginalized communities, particularly people of color. This pipeline refers to the policies and practices that push students out of school and into the criminal justice system, creating long-term impacts on individuals and communities. Quan Huynh, Execut…

1
#360 - Andy Weiner - President @ RockStep Capital - Investing in Shopping Malls in Secondary / Tertiary Markets at 15-25% Cap Rates 1:10:02

2M ago1:10:02

1:10:02

Andy Weiner, President of RockStep Capital, started RockStep Capital Corporation in 1996. Weiner has built or acquired over 9 million square feet of shopping centers throughout the United States. Prior to founding RockStep Capital, Weiner served as Vice President of Operations for Weiner Stores, a chain of 159 family clothing stores with locations …

1
Talking Private Equity with Permanent Equity CEO Brent Beshore 51:02

2M ago51:02

51:02

We sat down for a fascinating conversation with Permanent Equity Founder and CEO, Brent Beshore. Brent is a pioneer in the micro private equity space so we loved picking his brain on how/why he created PE’s unique model, their risks/competition, how he finds businesses, and where he sees the private equity industry heading over the next 10 years. K…

1
How Women Entrepreneurs Can Overcome Societal Barriers with PCC Women's Business Center Interim Director, Lizzy Okoro Episode 123 30:34

2M ago30:34

30:34

Despite leading 42% of new businesses in the U.S., women are 20 times more likely to be denied traditional business loans than men, with an even larger gap for women of color. Success for women entrepreneurs hinges on a supportive ecosystem, which Women's Business Centers foster by addressing funding disparities and resource limitations. Inspired b…

1
#359 - Michael Levy - CEO @ Crow Holdings - 2008 GFC Stories, Restructuring, View on 2024 RE Market, Life at Crow, A Man of Commerce 1:43:05

2M ago1:43:05

1:43:05

Today’s episode is full of incredible career stories and deep market insights as we enter the second half of 2024. Michael Levy is the Chief Executive Officer of Crow Holdings where he is responsible for leading and overseeing the Company’s overall business strategy and activities. The firm’s operations include real estate investment management, re…

1
What the 4th of July Means to Us 26:25

3M ago26:25

26:25

Happy Independence Day to you and your family. To commemorate the holiday, we’ll share what America means to us and reflect on how good we’ve got it. On the flip side, we’ll look at the aftermath of last week’s debate and the odds on what happens next. We’ll also discuss our expectations for rate cuts and the economic impact of Ozempic-like drugs. …

1
Thinking About the Markets Like Roger Federer 27:43

3M ago27:43

27:43

It’s debate day in America! We’ll mark the occasion by examining election predictions and what either result could mean for the economy. We’ll also discuss American strength/resilience and why the data says we’re not in a debt doom spiral. We’ll finish with a Roger Federer mindset as we look under the financial hood and find long-term optimism. Key…

1
Episode #179 A heart doctor’s quest for healing and happiness – with Jonathan Fisher, MD FACC 54:49

3M ago54:49

54:49

In his recently published book, Just One Heart, Dr. Fisher draws upon the vast body of scientific literature on positive psychology and wellness, as well as the teachings of mindfulness and stoicism which have withstood the test of time for over two and half millenia. A major take home point is that the ability to manage our thoughts and emotions i…

1
Empowerment in Action: Pasadena City College's New Initiative for Women in Business Episode 122 22:50

3M ago22:50

22:50

Empowerment is the catalyst for change–sparking innovation, growth, and community transformation. Pasadena City College is excited to announce the Women's Business Center, a new initiative designed to foster innovation and provide tailored support to women entrepreneurs in the San Gabriel Valley. Host Salvatrice Cummo, Vice President of Economic an…

1
#358 - Phillip Huffines - Co-Founder @ Huffines Communities - The Art Of Building Award-Winning Master Planned Communities 1:18:02

3M ago1:18:02

1:18:02

Continuing a practice of three generations of business and community work in the Dallas area, Phillip and his twin brother, Co-Owner Donald, have developed their Land Development and Land Investing legacy by creating superior master-planned communities and multifamily community living styles. The firm has developed over 15,000 single-family homesit…

1
Looking Back at the (Almost) First Half of 2024 33:51

3M ago33:51

33:51

This episode is all about where we are vs. where we thought we’d be as we near halftime of 2024. Are we surprised by no rate cuts? Could a bullish real estate environment be on the horizon? Why isn’t there more news/outcry over the bond markets? We’ll look back to answer these questions and look ahead to the buzz of big sporting events and election…

1
Regional Banks, Stock Splits, and Apple AI 29:48

3M ago29:48

29:48

As volatility makes a return to regional banking, we’ll look at what the markets are telling us about the probability of a soft landing. We then say goodbye to Siri and hello to Apple’s new AI features and discuss the ins and outs of NVIDIA’s stock split. Key Takeaways [00:18] - PIMCO says more regional bank failures on property are expected [04:51…

1
Episode #178 Is AI the transformational catalyst we’ve been waiting for? – with Robert Pearl, MD, former CEO of Kaiser Permanente 55:14

3M ago55:14

55:14

Dr. Robert Pearl has recently published a 3rd book entitled ‘ChatGPT MD’. His ‘co-author’, as he calls it, was ChatGPT itself. With this book, Robbie brings his unique perspectives as a practicing surgeon, an accomplished CEO, an author of numerous publications and books, a Stanford Graduate Business School and Medical School Professor, and one of …

1
#357 - Dov Hertz - Founder @ DH Property Holdings, LLC - The Greatest Land Assembler New York City Has Ever Seen 1:26:31

3M ago1:26:31

1:26:31

Before founding DH Property Holdings, Dov was the Executive Vice President of Acquisitions of Asset Management at Extell Development Company. During his 13+ years at Extell, Dov negotiated and supervised the acquisitions of over $20 billion of New York real estate. Dov was directly responsible for sourcing some of the most notable transactions over…

1
Can Softening Data Lead to a Tailwind of Growth? 27:17

4M ago27:17

27:17

As economic data continues to show softness, we predict what that means for rate cuts potentially coming this summer. We’ll look at oil prices and discuss why whether you’re making business or vacation plans, the stability of prices is so important across the economy. Plus, airline travel and car sales are back! Key Takeaways [00:18] - Is the econo…

1
How To Overcome Student Imposter Syndrome With Jackie Javier, Director of the Freeman Center for Career & Completion at PCC Episode 121 35:09

3M ago35:09

35:09

Sometimes a student's own fears can hold them back from going after their dream career. The future workforce is intimidating and it’s up to educators and career centers to support and help students navigate all of their doubts. Join in as host, Salvatrice Cummo, Ed.D. welcomes Jackie Javier, Director of the Freeman Center for Career and Completion …

1
#356 - Larry Brogdon - Partner @ Four Sevens Oil Company - Tales From The Barnett Shale 49:53

4M ago49:53

49:53

Larry Brogdon is a geologist and Partner with Four Sevens Oil Company with over 40 years of experience in the oil and gas industry. He has been involved in developing several major oil and gas plays, including the Barnett Shale. We discuss: - The early days of the Barnett Shale - The impact of horizontal oil wells - The role of natural gas in the w…

Podcasts Worth a Listen

Permanent Equity Podcasts

Podcasts Worth a Listen

Quick Reference Guide