Episode 2: Market Moves, AI, and Thematic Investment Insights
Perks Capital Conversations: Insights that matter, from the team you trust
Release Date: 11/11/2025
Episode 2: Market Moves, AI, and Thematic Investment Insights
Perks Capital Conversations: Insights that matter, from the team you trust
In this episode of "Capital Conversations," Simon Wotherspoon and Christo Hall discuss the current state of global markets, focusing on inflation, interest rates, and the impact of AI on the economy. They explore the rise of global equities, particularly the dominance of tech companies in the S&P 500, and the potential for an AI bubble. The episode then features a conversation with David Leslie, a portfolio manager at Ellerston Capital, discussing his journey and insights into thematic investment strategies. David shares his background in economics and finance, his early career in...
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Episode 1: Market Moves & Private Equity
Perks Capital Conversations: Insights that matter, from the team you trust
In this first episode of Capital Conversations, Simon Wotherspoon and Christo Hall break down the latest market trends. Special guest Cameron Blanks, Managing Director of Pacific Equity Partners, joins to discuss how private investors can now access private equity opportunities through PEP’s Gateway program. Tune in for practical insights, candid conversation, and a fresh look at building wealth in today’s markets.
info_outlineIn this episode of "Capital Conversations," Simon Wotherspoon and Christo Hall discuss the current state of global markets, focusing on inflation, interest rates, and the impact of AI on the economy. They explore the rise of global equities, particularly the dominance of tech companies in the S&P 500, and the potential for an AI bubble.
The episode then features a conversation with David Leslie, a portfolio manager at Ellerston Capital, discussing his journey and insights into thematic investment strategies. David shares his background in economics and finance, his early career in technology, and his passion for thematic investing. The conversation also touches on the challenges and lessons learned from less successful investments, and David's views on the AI industry's opportunities and hype.