Investment Trends Episodes

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Janae Rapps, Deanna Brown, and Kristina Hutchison-Burdette of Hudson Lewis to explore an overlooked segment of the American economy: Profitable small businesses that are too small for traditional private equity—but potentially too valuable to ignore. Hudson Lewis is building an investment strategy around acquiring controlling interests in established, cash-flowing busine...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas is joined by Rodrigo Vicuna, founder of Wealthie, and Pamela Cytrom, founder and CEO of The Founders Arena, for a fascinating discussion about an enormous asset hiding on American household balance sheets: home equity. Rodrigo argues that approximately $15–$17 trillion of home equity sits largely outside modern wealth management. Wealthie was created around a deceptively simple que...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Eric Runge, founder of Veritas Bitcoin Strategies, for a practical discussion about Bitcoin for family offices—from simply buying and holding Bitcoin to custody, risk management, ETFs, tax-loss harvesting, and long-term generational wealth. Arthur and Eric discuss: • Why family offices are increasingly looking at Bitcoin • Bitcoin versus cryptocurrency • Why understand...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Christopher Marlett, a veteran investor and entrepreneur who has spent more than four decades in the securities business and built his career around one central question: How do little companies become big companies? Chris describes an investment model he calls “public venture”—helping promising early-stage companies access the public markets not primarily as an exit or li...

How is AI changing investing, financial media, and market intelligence? Andrew Lebbos of Benzinga explains why trusted information, objective news, private markets, and AI-powered research are becoming the foundation of modern investing.

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Shayna Davis, founder of Executive Signals Group, for a fascinating discussion about a blind spot that exists inside many of today's fastest-growing technology companies. Great technology is no longer enough. In an era where artificial intelligence is accelerating innovation and investors are evaluating more opportunities than ever before, Shayna argues that companies ...

In this episode of Arthur’s Round Table, Tyrus Shivers shares his journey from military service and government contracting to entrepreneurship, capital raising, and building Legacy Wealth Capital Group. Tyrus explains why many founders struggle to raise capital—not because they lack good ideas, but because they have not yet built investable businesses. The conversation explores what it takes to move from operator to owner, from hustle to infrastructure, and from startup founder to capital-...

Steve Bruere explains why farmland has become one of the most compelling alternative investments for family offices and investors. Learn about agricultural land ownership, inflation protection, farmland appreciation, food security, renewable energy, data centers, and the future of farmland investing.

In this episode of Arthur’s Round Table, Karl Andersen explains why the future of AI may depend less on software—and more on energy infrastructure. As hyperscale data centers strain aging electrical grids, Karl shares how distributed energy, decentralized compute, and edge-scale AI infrastructure could become the next major evolution in both energy and cloud computing. From solar-powered homes to localized AI networks, this conversation explores how the collision between AI and energy is creatin...

In this episode of Arthur’s Round Table, entrepreneur and PopVenture founder Nicole Guerrieri shares her journey from building a fast-growing Inc. 500 company to reimagining the venture capital system itself. The conversation explores venture capital structure, interval funds, startup diligence, investor access, liquidity, and how technology could democratize private market investing for everyday Americans. ________________________________________ 🎯 What You’ll Learn • Why traditional venture capital excludes most investors • How interval funds can provide liquidity for private market investing • The hidden incentives inside venture capital structures • Why transparency and diligence matter in startup investing • How PopVenture combines venture investing with media and technology • The future of democratized investing and private market access • How AI and diligence software could reshape venture capital

In this episode of Arthur’s Round Table, Dylan McDonnell explores why transparency in food safety is becoming a defining factor in the future of restaurants and hospitality. As regulation, consumer demand, and technology converge, what was once a back-of-house operational issue is rapidly becoming a strategic advantage. This conversation breaks down how allergen compliance, data visibility, and software are reshaping how food businesses operate—and why ignoring this shift carries real risk. What You’ll Learn Why food safety transparency is becoming essential in hospitality How allergen compliance is evolving across states and regulations Where most restaurants are exposed to risk today How technology creates a “source of truth” for food data Why consumer expectations are shifting rapidly How transparency can increase revenue—not just reduce risk

In this episode, Tallulah Le Merle shares her journey through technology, cultural heritage, and soulful exploration to inspire a balanced view of AI's potential. She emphasizes the importance of hope, human-centric values, and responsible innovation in shaping a flourishing future amidst rapid technological change.

In this episode of Arthur’s Round Table, Kate Mulder explores how intuition and perception influence investing and decision making. She explains how investors and operators can develop a “full spectrum perception” to gain an edge beyond data, analytics, and traditional due diligence.

In this episode of Arthur’s Round Table, Brian from The Mack Podcast shares insights into the future of family offices, focusing on talent, governance, and evolving industry trends. We explore how family offices are professionalizing, competing for top talent, and adapting to changes driven by private equity, technology, and generational shifts in wealth managementWhat You’ll Learn How family offices are evolving in structure and strategyWhy talent is becoming the biggest constraint in the industryThe growing importance of governance frameworksHow private equity is influencing family office investingThe role of technology in modern wealth managementCareer paths and opportunities within family offices

In this episode of Arthur’s Round Table, venture capitalist Andrew Romans shares deep insights into venture capital investment strategy, deal flow, and how top funds generate returns. From early-stage investing and portfolio construction to secondaries and SPVs, this conversation breaks down how capital is deployed, managed, and optimized in today’s venture ecosystem.

In this episode of Arthur’s Round Table, Brian from The Mack Podcast shares insights into the future of family offices, focusing on talent, governance, and evolving industry trends. We explore how family offices are professionalizing, competing for top talent, and adapting to changes driven by private equity, technology, and generational shifts in wealth managementWhat You’ll Learn How family offices are evolving in structure and strategyWhy talent is becoming the biggest constraint in the industryThe growing importance of governance frameworksHow private equity is influencing family office investingThe role of technology in modern wealth managementCareer paths and opportunities within family offices

In this episode of Arthur’s Round Table, Stephan Gerwert, Head of Family Office Services at PwC Germany, shares how family offices approach governance, investment strategy, and operational decision-making. With nearly two decades of experience advising ultra-high-net-worth families, Stephan provides a 360° perspective on how elite investors structure their organizations, evaluate opportunities, and navigate an increasingly complex financial landscape, What You’ll Learn How family office...

In this engaging conversation, Arthur Andrew Bavelas and Anmol Goel explore the intricacies of family offices, investment strategies, and the evolving landscape of asset management. Anmol shares his entrepreneurial journey, from his early ventures in fintech and cryptocurrency to establishing a multi-family office and deploying significant capital in various asset classes. The discussion delves into the impact of AI on jobs, the importance of relationships in business, and the future of tokeniza...

In this episode of Arthur's Round, welcomes Alicia Castillo Holley, a seasoned investor and entrepreneur with a unique background. Alicia shares her journey from Venezuela to becoming a prominent figure in venture capital, emphasizing the importance of education and knowledge sharing. She discusses her early entrepreneurial experiences, including selling cakes in college, and how these shaped her understanding of money and value. Alicia highlights her passion for using venture capital to create ...

In this conversation, Shay shares his journey from a successful telecommunications entrepreneur to a venture capital manager focused on supporting startups in South Carolina. He discusses the challenges he faced, including bankruptcy and addiction, and how these experiences shaped his current work with U-Turn Health, a company dedicated to helping families affected by addiction. Shay emphasizes the importance of storytelling in business and the need for a supportive community for entrepreneurs. ...

In this conversation, David Namdar shares insights on navigating market emotions and developing a strategic investment mindset. He emphasizes the importance of maintaining a balanced perspective during market highs and lows, encouraging investors to consider their entry points carefully and to remain cautiously optimistic about their investment strategies. 00:00 Introduction to Digital Assets and David Namdar 02:52 David's Journey in the Digital Asset Space 05:52 The Rise of Digital Asset Tre...

In this conversation, Abe Kasbo discusses the challenges faced by CMOs in managing large digital advertising budgets, the lack of transparency in digital marketing, and the implications of budget allocation decisions on overall marketing strategy. Takeaways The CMO's budget can be significantly impacted by digital ad spending. Transparency in digital marketing is often lacking, leading to confusion. Budget allocation decisions can have a profound effect on marketing outcomes. Understanding ...

In this conversation, Maxwell Nee discusses his approach to monetization, emphasizing the importance of creating a sustainable growth model that resembles a flywheel effect. He expresses a desire to monetize slowly and strategically, ensuring that increased revenue leads to greater momentum rather than a burdensome cycle of dependency on sponsors. 00:00 Maxwell's Entrepreneurial Journey 00:10 Monetization Strategies and Challenges 00:37 The Conference Business Landscape Takeaways Monetizati...

In this conversation, Alex Huff discusses the intersection of philanthropy and technology, focusing on the evolution of donor-advised funds and the innovations that are reshaping the charitable giving landscape. He emphasizes the importance of engaging the next generation of donors and building community through philanthropy, while also addressing the challenges and opportunities presented by technological advancements in the sector. The discussion highlights the need for a customer-centric appr...