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Other People's Money with Max Wiethe

Max Wiethe
Hedge Funds
Fund Management
Investment Management
Investment Strategies
Private Credit
Hedge Fund Industry
Long-Short Equity
Private Equity
Crypto Market
Hedge Fund Management
Fundamental Investing
Market Neutral Strategies
Alternative Investments
Emerging Markets
Activist Short Selling
S&P 500
Market Trends
Analyst Training
Investment Communication
Nordic High Yield Credit Market

A finance podcast about investing, markets, and the big things that are affecting my, your, and other people's money. New episodes weekly with top fund managers, analysts, and business leaders. Follow us on: Max's Twitter: x.com/maxwiethe OPM on Twitter: x.com/opmpod Watch OPM and our Partner Show Monetary Matters on YouTube: www.youtube.com/channel/UCeyqw1Ns_cnhSJh5XvXPWgw... more

PublishesWeeklyEpisodes64Founded2 years ago
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Artwork for Other People's Money

Latest Episodes

Learn more about the Fundrise Income Fund here: fundrise.com/mm

In this episode of Other People's Money, GTIS Partners founder and CIO Tom Shapiro breaks down how massive macroeconomic shifts, including AI and inflation, are reshaping the gl... more

Learn More About Unlimited HFGM Global Macro ETF $HFGM: unlimitedetfs.com/hfgm

Andreas Steno Larsen, macro researcher from Real Vision, joins Max Wiethe on Other People’s Money to discuss the shifting macro regime where inflation has returne... more

Learn more about the Fundrise Income Fund here: fundrise.com/mm

In this episode of Other People's Money, Thomas Lloyd-Jones, Co-founder and CIO of Zenzic Capital, joins the show to unpack the nuances of the real estate private credit market.... more

Monetary Matters is now streaming daily as part of Monitoring the Situation. Join us live on X and YouTube from 4 to 5 PM ET Monday through Friday @MTSlive for live interviews and analysis breaking down the market’s most important situations. This is... more

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Recent Guests

Thomas Lloyd-Jones
Co-founder and CIO of Zenzic Capital (London-based real estate private credit manager)
Zenzic Capital
Episode: Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
Moez Kassam
CIO of Anson Funds
Anson Funds
Episode: SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
Kieran Cavanna
Founder and Chief Investment Officer of Old Farm Partners
Old Farm Partners
Episode: From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm Partners
Sean Emory
Founder and CIO
Avery & Co
Episode: "I Don't Believe the Stagflation Narrative": How the Strong Consumer and AI Tailwinds Shape Sean Emory's Bullish Blueprint | Avory & Co
Ben Topor
Founder and managing partner of Titan Capital Partners
Titan Capital Partners
Episode: "The Best Time to Invest": How AI Disruption is Reshaping Software Valuations | Ben Topor | Titan Capital Partners
Robert Koenigsberger
CIO and founder of Gramercy
Gramercy
Episode: Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy
Dr. Gio Valiante
Performance psychologist and performance coach for hedge funds and athletes
Independent consultant/Coach
Episode: The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante
Nadia Martin Wiggen
Director at Svelland Capital
Svelland Capital
Episode: “Not Until May” The Real Timeline for Controlling the Strait of Hormuz | Nadia Martin Wiggen Svelland Capital
Chris Morris
President of LandFund Partners
LandFund Partners
Episode: The Ultimate Hard Asset: American Farmland and The 300-Year Water Supply Hidden Underneath It | Chris Morris LandFund Partners

Host

Max Wiethe
Host of Other People's Money, focuses on the business side of fund management and firm growth.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#41
Norway/Business/Investing
Apple Podcasts
#128
Norway/Business
Apple Podcasts
#217
Israel/Business/Investing
Apple Podcasts
#219
Finland/Business/Investing
Apple Podcasts
#238
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
Q: What role does active management play in your private credit deals and how do you add value beyond lending?
We actively participate in business-plan execution, refinancing, and capital-structure design. Our involvement includes setting milestones, introducing value-adding contacts, monitoring tenancy, negotiating refinancings, and ensuring exit readiness, which we view as essential to protecting downside and delivering superior returns across a portfolio.
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
Q: What makes a deal “good premium” versus “bad premium” in private credit, and how do you assess borrower quality?
Good premia occur when a borrower has few alternatives but strong fundamentals and a track record, allowing you to price for risk with limited downside thanks to protections. Bad premia occurs when a borrower cannot access debt markets and relies on higher leverage or looser terms. The team emphasizes assessing the five Cs—character, capacity, collateral, conditions, and currency—alongside active post-deal monitoring and governance.
Lending Where the Banks Won’t Go: What’s Fueling Europe’s Growing Real Estate Private Credit Market?
Q: Can you explain how Europe's private credit market differs from the U.S. in terms of originations and regulation?
Europe has fewer private credit players and a shallower universe, with more bank-dominated origination in many jurisdictions and stricter cross-border and regulatory hurdles. This creates differentiated pockets where opportunistic real estate private credit can fill gaps left by banks, especially in non-vanilla transactions and development or transitional assets.
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy
Q: How do you view alpha in EM debt versus EM equity?
In EM debt, alpha comes from high-conviction underwriting, secure and well-structured debt with uncorrelated collateral, whereas in EM equity, alpha often hinges on selecting the right credits and avoiding overpaying for benchmark exposure; the private debt toolkit provides distinct opportunities and risk controls.
Why Emerging Markets are Finally Outperforming Developed Markets | Robert Koenigsberger | Gramercy
Q: What would you say has been the biggest evolution from EM in the late 1980s to today?
EM evolved from an illiquid, appointment-driven, less institutional market to a more DM-like, structurally supported asset class with diverse flavors and investable options, including a robust debt market that can be targeted with high conviction.

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Frequently Asked Questions About Other People's Money

What is Other People's Money about and what kind of topics does it cover?

A focused, practitioner-led show that pulls back the curtain on the fund management business. Episodes center on launching and growing asset-management firms, fund-raising dynamics, and the operational realities of running money teams, with frequent forays into how technology, data, and AI are reshaping investment workflows, pricing, and product design. Guests range from CIOs and founders to portfolio managers and strategists, offering concrete examples, deal anecdotes, and framework-based insights on building durable asset-management businesses, navigating markets, and aligning incentives with clients. A recurring strength is translating complex market themes—private markets, AI-enabled tooling, tokenization, and commodity cycles—into acti... more

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1. Yet Another Value Podcast
2. Monetary Matters with Jack Farley
3. Value Investing with Legends
4. Forward Guidance
5. Excess Returns

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Other People's Money launched 2 years ago and published 64 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Other People's Money?

Recent guests on Other People's Money include:

1. Thomas Lloyd-Jones
2. Moez Kassam
3. Kieran Cavanna
4. Sean Emory
5. Ben Topor
6. Robert Koenigsberger
7. Dr. Gio Valiante
8. Nadia Martin Wiggen

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