Capital Decanted

Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence.Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.

Capital Decanted is a business podcast hosted by John Bowman, with 53 episodes on record and a Required Pod Score of 80.

John Bowman hosts Capital Decanted, a business show with 53 episodes published.

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  Episode #1

  S4 | Episode 1: Rejecting the Cult of Equities in Utah's Sovereign Wealth Fund with Peter Madsen

  Sep 29, 202655 minS4

  <p>Peter Madsen is the CIO for the $5B Utah School and Institutional Trust Funds Office or SITFO.  We discussed his formative years in the capital markets and how they contributed to his current philosophy of managing risk and return for this permanent fund: circumspect about equity beta, deep sensitivity to draw down risk, finding alpha in up and down markets, and ensuring each strategy is contributing to the total portfolio goals.  Finally, we discussed the inherent benefits of being located in Utah's Silicon Slopes and its burgeoning venture ecosystem.</p>

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  Capital Decanted

  Season 4 Teaser of Capital Decanted

  Sep 21, 20263 minS0

  <p>Here we say goodbye to tired market takes and superficial sound bites to dive beneath the surface of capital allocation. This show attempts to challenge conventional wisdom and likely some of your own assumptions as we explore the nuances that can change how we understand an issue and its practical implications. Along the way, we draw on experienced voices from across the industry, allowing their perspectives to breathe and follow their thinking as it opens up in unexpected directions. </p><p>This season, we're serving Capital Decanted as a tasting flight, a series of focused conversations, each offering the...

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  Capital Decanted

  Worth Another Pour #1 | Season 3: Infrastructure Investing - Aqueducts, Statecraft & the New Power Brokers

  Sep 15, 20261h 37mS3

  <p>What happens when governments can't fund infrastructure anymore? A $1.6 trillion private asset class that doesn't recognize itself in the mirror. In the 2020s, infrastructure has entered a battlefield where geopolitics, government agendas, and investor returns collide. We trace infrastructure's evolution from nation-building mechanism to one of the most integrated asset classes in modern investing. In this episode, we explore a central tension: is infrastructure still a stable, boring, income-generating asset, or has it become a bigger bet on which governments can actually execute their vision? Joined by Peter Blue of Franklin Templeton and Gautam Bhandari of I Squared, we...

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  Capital Decanted

  Worth Another Pour #2 | Season 3: The Prisoner's Dilemma: Investing in the AI Build-Out

  Sep 8, 20261h 44mS3

  <p>In every tech supercycle, investors are good at identifying disruptive technologies, but bad at picking the winners. AI is no different, except for the pace and velocity of growth, investment, and hype. And this time the incumbents are leading the charge. This episode works through how to separate the hype from who actually captures the enterprise value, walking through four layers of the AI investment stack, and which of these layers will exist independently or get absorbed. Joined by Kai Wu of Sparkline Capital, Jerry Neumann, retired VC investor and writer, and David Haber of a16z, we synthesize...

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  Capital Decanted

  Worth Another Pour #3 | Season 3: The Hardest Time in History to Manage Money?

  Sep 1, 20261h 29mS3

  <p>Geopolitical change, product disruption, and technological transformation have all made this the most complicated moment in history to navigate capital markets. CAIA Association spent the last 12 months finding out why. After convening 120 global executives across eight financial centers we're proud to introduce: The World Rewired, a blueprint for the decade ahead. In this episode, we unpack the three structural shifts at its core with four practitioners who were in the room  with us, including Sebastian Mallaby, Stuart Wrigley, Yingwen Chin, and Muneera Aldossary.</p><p><br></p><p>Guests:</p><p>Sebastian Mallaby, Paul A. Volcker Senior Fellow in I...

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