Insightful Investor

• #66 - Jason Illian: Leadership, Legacy, Principles

  Jason is co-founder of Highmount Capital and former Managing Director of Koch Disruptive Technologies. He discusses core principles like legacy, integrity and curiosity, his innovative approach to growth equity investing, and the importance of building meaningful relationships.

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• #65 - Julian Brigden: Macro and Market Outlook

  Julian, Co-Founder of Macro Intelligence 2 Partners, discusses global macroeconomic trends, challenges facing the U.S. dollar and U.S. stocks, and why the next decade may diverge significantly from the last decade.

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• #64 - Katie Koch: Effective Leadership

  Katie, CEO and President of TCW, shares her journey from Goldman Sachs to leading a major investment firm. She offers insights on leadership, balancing career and family, and her perspectives on investing, including alternative investments.No testimonial or endorsement was intended by means of this material, and no compensation was paid for this appearance.This material is for general information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. TCW, its officers, directors, employees, or clients may have positions in securities or investments mentioned in this publication, which positions may change at any time, without notice. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and should not be relied on as such or be the basis for an investment decision. The information contained herein may include preliminary information and/or "forward-looking statements." Due to numerous factors, actual events may differ substantially from those presented. TCW assumes no duty to update any forward-looking statements or opinions in this document. Any opinions expressed herein are current only as of the time made and are subject to change without notice. Past performance is no guarantee of future results. © 2025 TCW

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• #63 - Paul Podolsky: Art and Science in Investing

  Paul is the founder and CIO of Kate Capital. He shares insights from his career as a Bridgewater strategist, author, and content creator, discussing his investment framework, the art and science of investing, and his views on inflation, market trends, and geopolitics.

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• #62 - Jeffrey Gundlach: Big Picture Outlook

  Jeffrey is the founder, CIO and CEO of DoubleLine Capital. He shares insights on the shifting economic landscape, from rising interest rates to inflation volatility, and their implications for investors. Jeffrey also offers his perspectives on national debt, portfolio diversification and valuations.

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