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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
Artificial Intelligence
Hedge Fund Management
Fundamental Investing
Real Estate
Market Neutral Strategies
Alternative Investments
Emerging Markets
Activist Short Selling
S&P 500
Market Trends
Analyst Training

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

PublishesWeeklyEpisodes70Founded2 years ago
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Artwork for Other People's Money

Latest Episodes

Moritz Seibert and Moritz Heiden of Takahe Capital dive deep into the mechanics of high-octane trend-following strategies and unpack why they target 25-30% annualized volatility, bucking the institutional trend of lower volatility to capture massive ... more

YouTube

Sean McGould, CEO and CIO of $19 billion hedge fund manager The Lighthouse Group, joins OPM to discuss navigating today's bull market by targeting diverse sources of global alpha. The conversation focuses on Japan as a new source of alpha, spurred by... more

YouTube

Leading IPO researcher Jay Ritter, widely known as "Mr. IPO" and the director of the IPO Initiative at the University of Florida's Warrington College of Business breaks down the historic 2026 public market landscape. Ritter analyzes the unprecedented... more

In this episode of Other People's Money, host Max Wiethe sits down with Shashank Chiranewala, founder of the new investment platform Plutus, to explore the future of independent research and portfolio management. Shashank explains why his platform is... more

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Recent Guests

Moritz Heiden
Co-founder of Takahe Capital, quant trader
Takahe Capital
Episode: Turbocharged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Moritz Seibert
Co-founder of Takahe Capital, quant trader
Takahe Capital
Episode: Turbocharged Trend Following: Why Capturing the Market’s Biggest Trends Means Embracing High Volatility | Moritz Seibert & Moritz Heiden | Takahe Capital
Sean McGould
CEO and CIO of The Lighthouse Group
The Lighthouse Group
Episode: Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
Jay Ritter
Director of the IPO Initiative at the University of Florida's Warrington College of Business
University of Florida
Episode: Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter
Shashank Chiranewala
Founder of Plutus
Plutus
Episode: Inside The Platform Helping Invest Like Substack & FinTwit's Top Researchers | Plutus
Chris Semenuk
Investment partner at Tema ETFs focusing on manufacturing/reshoring and electrification
Tema ETFs
Episode: The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
Michael Fritzell
Author of Asian Century Stocks; focuses on equity research in Asian companies
Asian Century Stocks
Episode: The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
Tom Shapiro
President, Founder and CIO of GTIS Partners
GTIS Partners
Episode: How This Real Estate Investor is Betting on an AI Boom (It’s Not Data Centers) | Tom Shapiro
Andreas Steno Larsen
Former hedge fund manager and editor of Real Vision's Macro Research
Real Vision
Episode: Things Are Going to Get Even Crazier: The Macro Regime Shift | Andreas Steno Larsen

Hosts

Max Wiethe
Host of the show; prominent finance commentator and investor-focused interviewee.
Jack Farley
Noted guest host/anchor in related show segments; contributor to finance and market discussion.

Chart Rankings

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Apple Podcasts
#121
Germany/Business/Investing
Apple Podcasts
#197
Finland/Business/Investing

Talking Points

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Breaking Down the Multi-Manager Playbook: How This $19B CIO Thinks About Alpha | Sean McGould | The Lighthouse Group
Q: What does Lighthouse specialize in?
Lighthouse specializes in hedge fund strategies, with roughly two-thirds of risk in global equities, about 25% in event-driven strategies like merger arbitrage and SPACs, and the remaining 15% in macro-related, but liquid strategies.
The US Manufacturing and Electrification Megatrends Are Here and They’re Way More Than AI | Chris Semenuk
Q: My question is, to what extent is reindustrialization a reality given policy and global shifts?
Reindustrialization is real both as a secular trend and cyclically in the near term, driven by high backlogs, a shift toward producing more here to serve the large U.S. market, and government incentives that crowd in manufacturing activity.
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.

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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 finance-focused show that features fund managers, researchers, and business leaders discussing investing strategies, macro trends, and real-world market dynamics. Recent episodes emphasize democratized access to research-driven investing, domestic manufacturing and electrification cycles, AI and semiconductors, private credit, and innovative asset classes like tokenized funds. Notable strengths include guests with practical, practitioner-focused insights (portfolio construction, risk management, manager due diligence) and a willingness to explore both traditional and evolving themes in markets, from EM debt to real estate private credit and farmland. The host and guests often blend practical investment theses with broader geopolitical and... more

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These podcasts share a similar audience with Other People's Money:

1. Monetary Matters with Jack Farley
2. Yet Another Value Podcast
3. Odds on Open
4. Value Hive Podcast
5. Excess Returns

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Other People's Money launched 2 years ago and published 70 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. Moritz Heiden
2. Moritz Seibert
3. Sean McGould
4. Jay Ritter
5. Shashank Chiranewala
6. Chris Semenuk
7. Michael Fritzell
8. Tom Shapiro

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