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Private Equity
Artificial Intelligence
Goldman Sachs Asset Management
Private Markets
Private Credit
ESG Investing
Estate Planning
Vanilla
Hedge Funds
Separately Managed Accounts
Fixed Income
Yieldstreet
Asset Based Finance
Embedded Finance
Fintrac
TRAC
Analytics Platforms
Neuberger Berman
Mercer
Real Estate

Conversations with technologists, founders, academics, and strategists reshaping how capital is deployed, managed, and optimized. No macro. No trading ideas. Investment management, period. Hosted by George Aliferis, reformed investment banker and founder of Orama: orama.tv — thought leadership for those selling to financial institutions. investorama.substack.com

PublishesTwice monthlyEpisodes129Founded6 years ago
Number of ListenersCategories
BusinessEntrepreneurship

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Artwork for INVESTOLOGY

Latest Episodes

Can you outperform the world’s smartest hedge funds by simplifying their strategies?

George sits down with Andrew Beer, Co-Portfolio Manager at DBi, to discuss why you can beat hedge funds through simplicity.

We deconstruct how managed futures inv... more

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help expert guests.

This one is a macro special featuring Dylan Smith from ArcM... more

It’s great to be back on the podcasting seat! Watch it on YouTube or listen on every podcast app.

This podcast is about gathering investment management intelligence. It’s not an investment podcast where we discuss macro itself. Yet macro matters. T... more

Welcome to the Skeptic’s Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor o... more

Key Facts

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Recent Guests

Dylan Smith
Chief Economist for Private Markets and founder of ArcMacro
ArcMacro
Episode: A macro framework for hybrid portfolios
Tim McGlinn
Ex-investment consultant, portfolio manager, and professor of finance
TheAltView / Investology
Episode: Picking above-average managers delivers superior returns. Thank you Mercer! [The Skeptic's Guide to Investment Management #4]
Alex Frankl
Founder of Fintrac
Fintrac
Episode: Guardian of the Models: Building for Auditability First, When Others Build for Velocity
Philip Buschmann
Founder of Aazzur/Azure, embedded finance and fintech orchestration expert
Azure / Aazzur
Episode: The Geeks Who Wouldn't Build a Neobank (And Let Every Brand Become One Instead) [Source Code]
Alexandre Pasquiou
Founder of Neuralk AI, PhD in computational neuroscience, speaker from the Finovate demo
Neuralk AI
Episode: From Studying Brains to Enabling Hedge Fund Innovation: How Neuroscience Built Neuralk AI [Source Code]
Tim McGlynn
Ex-investment consultant, portfolio manager, professor of finance, founder of AltView
AltView
Episode: The Skeptic's Guide to Investment Management #1: GSAM's New Ray of Hope
Andrew Morale
RIA succession planning expert
BiOM (implied through discussion of services)
Episode: Family Wealth. PE-Backed Wealth Management.
Cesar Estrada
Private market segment head at Arcesium
Arcesium
Episode: The Data Behind the $Multi-Trillion Rise of Asset-Based Finance
Daniel Bird
Expert in private credit, distressed debt, and special situations
Thornwood Hill (implied)
Episode: The Alpha in Distressed & Special Situations

Host

George Aliferis
Host with focus on skeptical macro analysis, investment management frameworks, and technology-enabled investing.

Reviews

5.0 out of 5 stars from 11 ratings
  • Highly recommend!

    If you’re looking to stay informed on the latest in an ever-evolving fintech landscape - you’ve come to the right place! The interviews George leads are incredibly insightful and engaging. Tune in for actionable tips to level up your business and overcome challenges. Highly recommend listening and subscribing!

    Apple Podcasts
    5
    oliviabaker13
    United States5 years ago
  • Super podcast for fintech marketing

    A good place to discover what's hot in the fintech space and the different ways to grow.

    Apple Podcasts
    5
    Rastajo
    United Kingdom6 years ago
  • Great fintech podcast

    Wonderful, authentic conversations that make technical topics accessible

    Apple Podcasts
    5
    carrie1619
    United Kingdom6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host leads with authentic, accessible conversations that simplify complex topics.
Listeners appreciate insightful, actionable discussions on fintech and investment tech.
Guests and topics are authentic and technically insightful, making the episodes valuable for professionals.

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Talking Points

Recent interactions between the hosts and their guests.

Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights
Q: What practical steps would you recommend for someone new to private markets?
Begin with one asset class (e.g., real estate), subscribe to distribution lists and deal platforms, study multiple pitch decks, and use a structured comparison approach to build knowledge before making commitments.
Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights
Q: Who is the typical audience, and how has that evolved over time?
The audience started as private limited partners and individual investors but has shifted toward money managers, RIAs, and wealth managers who sell products to others, reflecting broader access to deals.
Democratizing Private Market Knowledge | Leyla Kunimoto - Accredited Investor Insights
Q: This newsletter sounds like it aims to fill a gap between sponsor content and unbiased insight. Could you summarize the goal and how you started?
I started because I saw a lack of unbiased information for individual investors in private markets, distinguishing it from sponsor content with a tilt. The goal is to educate and provide a resource with guest authors and a practical approach to evaluating deals.
Taking the Drama out of Estate Planning to Deliver More Holistic Wealth Advice - Gene Farrell, President & CEO, Vanilla
Q: When you talk about estate planning, what is it and what are the challenges there?
Gene Farrell explains that estate planning is more than documents; it protects the family, involves liquidity planning, legacy and tax efficiency, and relies on a coordinated approach across documents, insurance, and how assets are titled to prevent disputes and ensure smooth transfers.
The Alpha in Distressed & Special Situations
Q: How did private credit start to become a mainstream asset class after the financial crisis?
The tightening of bank lending and increased regulation created a need for private lenders. Over time, dedicated managers and funds emerged in both the US and Europe, expanding the scope from niche lending to broader private credit strategies.

Audience Metrics

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Frequently Asked Questions About INVESTOLOGY

What is INVESTOLOGY about and what kind of topics does it cover?

This show concentrates on the intersection of technology, finance, and investment management, featuring skeptical takes on common market narratives and deep dives into niche topics like private markets, asset-based finance, and fintech orchestration. Guests range from economists and founders to regulators and technologists, offering practical frameworks, due diligence lenses, and real-world examples to help listeners separate signal from hype. Episodes often emphasize governance, risk, and the long‑horizon implications of market moves, with a consistent focus on how to translate insights into actionable decisions for investment teams, RIAs, and tech-enabled financial services firms. A standout thread is the blend of rigorous skepticism with... more

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Which podcasts are similar to INVESTOLOGY?

These podcasts share a similar audience with INVESTOLOGY:

1. Macro Musings with David Beckworth

How many episodes of INVESTOLOGY are there?

INVESTOLOGY launched 6 years ago and published 129 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 INVESTOLOGY?

Recent guests on INVESTOLOGY include:

1. Dylan Smith
2. Tim McGlinn
3. Alex Frankl
4. Philip Buschmann
5. Alexandre Pasquiou
6. Tim McGlynn
7. Andrew Morale
8. Cesar Estrada

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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