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Jul 16, 2026
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks | iCapital
"As investors we're always very downside focused and so we don't take compliments well so we appreciate that but we want to stay humble because you can never get complacent in any kind of market." Vivek Bantwal 01:08 http://www.youtube.com…
Jul 16, 2026
S10E29 Geopolitics, the Dollar and the AI Bubble Debate | 16 Jul 2026 | Know More. Risk Better. Podcast | CreditSights
Note: Podcast recorded on Thursday, 9 July 2026 1. Executive Briefing TL;DR The Core Thesis: The global macroeconomic outlook is defined by heightened geopolitical uncertainty stemming from renewed US Iran tensions in the Strait of Hormuz,…
Jul 15, 2026
Bill Ackman Predicts What's Next | 14 Jul 2026 | The Western Spirit Podcast
1. Executive Briefing TL;DR The Core Thesis: The current macroeconomic environment presents unique valuation anomalies, particularly with resilient, technology driven economies like Israel and structurally sound U.S. mega cap growth compan…