Most conversations only focus on markets. Upside Capture focuses on how capital is allocated across cycles, constraints, and changing conditions.
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.
Discover how markets have responded to geopolitical shocks and explore where the risks and opportunities are now.
Explore the historical context of value investing, comparisons to the dot-com era, and several areas of the market currently drawing investor interest.
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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 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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