Against Consensus

Consensus thinking is often the enemy of better investment outcomes. Against Consensus brings together asset owners, allocators, asset managers, service providers, and innovators to challenge it — one conversation at a time. Against Consensus is built on a simple recognition: institutional investing is an ecosystem. Every principal in that ecosystem — asset owners, asset managers, allocators, service providers, and the innovators pushing them all — has something worth hearing and something worth challenging. The premise is unchanged. The ambition is larger.

Against Consensus is a general podcast hosted by Unknown Host, with 7 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Against Consensus, a general show with 7 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Against Consensus

  Looking Around the Corner: CAIA CEO John Bowman's Case for Rethinking Investing (PART I)

  Aug 11, 202638 minS0

  <p>"The more people that take part in the service or the product, the more valuable the product becomes over time." — John Bowman<br /><br />In Part I of this interview, host Angelo Calvello sits down with John Bowman, CEO of the CAIA Association, to unpack Vision 2035, CAIA's strategic plan built from a listening tour of 120 executives worldwide. Bowman argues investing's siloed career paths are relics of a calmer era, making the case for historians and machine learning experts to sit with investment teams from day one. <br /><br /><b>John Bowman </b>was appointed CEO of the CAIA Association in...

  ListenShow Notes
• 

  Against Consensus

  Beyond Predictions: Seb Owen on Machine-Native Capital Allocation.

  Aug 4, 202649 minS0

  <p>Could an ensemble of Deep Reinforcement Learning  "portfolio managers" outperform your entire investment committee? <br /><br />Angelo Calvello, host of Against Consensus, is joined by Sebastian "Seb" Owen, co-founder and CEO of Alpha Circle AI. Seb argues markets aren't a prediction problem; they're a capital allocation problem under uncertainty, which is why his team of non-finance AI engineers chose deep reinforcement learning over LLMs. They discuss Alpha Circle's two-layer DRL architecture, currently running a US large-cap strategy, and debate whether "tech firm" and "investment firm" are still meaningfully different categories.</p> <p><b>Sebastian Owen </b>is a financial m...

  ListenShow Notes
• 

  Against Consensus

  The Immeasurables: What Really Drives Long-Term Manager Success

  Jul 28, 202638 minS0

  <p>What does it actually take for a deep reinforcement learning strategy to win over a skeptical institutional allocator? <br /><br />In this episode of Against Consensus, host Angelo Calvello, co-founder of Blue Diamond Asset Management and Rosetta Analytics, sits down with Subhasis Das, Senior Portfolio Manager in Strategic Investments at the Florida State Board of Administration. Subhasis walks through how his team sources, vets, and constructs a portfolio spanning hedge funds, infrastructure, insurance-linked securities, and opportunistic strategies. He explains why star managers get more scrutiny, not less, where managers are actually using AI today, and what two decades of...

  ListenShow Notes
• 

  Against Consensus

  Business First: Waymond Harris on Managing Capital at Blue Cross Blue Shield of Michigan

  Jul 21, 202636 minS0

  <p>"I do not like black box investments because, to me, the way you usually get yourself in trouble is not understanding what you're investing in."  - Waymond Harris<br /><br />On this episode of Against Consensus, host Angelo Calvello, PhD, co-founder of Blue Diamond Asset Management and Rosetta Analytics, sits down with Waymond Harris, CFA, Senior Vice President and Treasurer of Blue Cross Blue Shield of Michigan and President of Bricktown Capital. Waymond makes the case for internal asset management, traces Bricktown Capital's origin as a registered investment advisor, and explains how liquidity, capital preservation, and statutory surplus requirements s...

  ListenShow Notes
• 

  Against Consensus

  NPPFA’s CIO Gerald Chen-Young on the Paradox of Democratizing 401(k)

  Jul 14, 202644 minS0

  <p>A top CIO predicts a U.S. central bank digital currency within 18 months. Here's what triggers the domino effect.<br /><br />In this follow-up episode of Against Consensus, host Angelo Calvello, PhD, founder of C79 LLC, reunites with Gerald Alain P. Chen-Young, CIO of the National Public Pension Funds Association, to revisit the 401(k) democratization debate eight months later. They dissect the DOL's proposed safe harbor, the structural conflict of PE firms acquiring advisory businesses, and the moral hazard of exposing retirees to illiquid private investments. Chen-Young maps seven legislative and regulatory developments, introduces the paradox of democratization, and...

  ListenShow Notes

Recent guests on Against Consensus. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.