It’s the Who Not the What in Private Equity
Private equity’s reputation was built on leverage. Alisa Wood, co-CEO of KKR’s evergreen private equity business, argues the returns now come from something much harder to copy, running better companies.
Upside Capture Podcast
How Experienced Investors Think About Capital Allocation
Most conversations only focus on markets. Upside Capture focuses on how capital is allocated across cycles, constraints, and changing conditions.
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From market cycles to portfolio construction, each episode features conversations with investors, CIOs, and capital allocators working across public and private markets, offering context on how experienced professionals approach complex investment decisions.
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One Shipping Lane Just Flipped Global Interest Rates
with Stephanie Flanders
, Head of Economics and Government at Bloomberg
At the start of the year, markets were preparing for central banks to cut rates. Instead, the Fed, the European Central Bank, and the Bank of Japan are all raising them, and much of that reversal traces back to the war in Iran and the disruption of shipping through the Strait of Hormuz.
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About Upside Capture
Hosted by Dr. David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory and a former institutional investment professional with experience across global capital markets, the show brings institutional perspective into the open.
Drawing on experience across global capital markets, Upside Capture examines how incentives influence behavior, how cycles unfold over time, and how allocation decisions are evaluated under uncertainty.
Meet Your Host
Dr. David Stubbs
Dr. David Stubbs brings a global perspective to markets, economics, and investing. As Chief Investment Strategist at AlphaCore Wealth Advisory, he helps investors make sense of complex financial and economic trends.
Before AlphaCore, David spent a decade leading investment strategy teams, and earlier served as an economist with the British government and the United Nations. He holds a PhD in Economics and lives in Del Mar, California, where he continues to explore the ideas shaping markets and the global economy.
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