The Biltmore View
In depth conversations with leading investment managers.
Podcasting since 2020 • 42 episodes
The Biltmore View
Latest Episodes
Episode 42: Credit, Rates, Uncertainty and Opportunity -- Jon Duensing, Senior Managing Director, Head of Fixed Income, US, Director of Multi-Sector Fixed Income, and Portfolio Manager of Amundi US
If there’s any single word to sum up the current investment landscape, it’s got to be “uncertainty.” My guest for this episode of the Biltmore View is perfect for this environment. Jon Duensing is Sr. Managing Director, Portfolio Manager and He...
•
39:55
Episode 41: Crypto, Payments, Exchanges and the New Administration -- Warren Fisher, CEO and Founder Manole Capital Management
I’m delighted to kick off 2025 with a conversation with Warren Fisher. We last spoke to Warren during the SVB banking crisis. He’s the founder and CEO at Manole Captial Management, a FinTech focused asset manager. With the election promising to...
•
54:24
Episode 40: Bringing Structure to Venture Capital -- Itamar Har-Even, Co-CEO, Managing Partner Ion Pacific
As capital markets shuddered, following the interest rate increases of 2022, the research team at Biltmore geared up to find opportunity. One area that stood out was venture capital. Clearly in a liquidity driven bubble for the prior several ye...
•
47:18
Episode 39: Is Now the Right Time for Real Estate? -- Pat Jackson, Founder, CIO Sabal Investment Holdings
Over past few years of Covid, inflation and interest rate increases, the investment sector most impacted has got to be real estate. Office vacancies have spiked as the way we work has transformed central business districts all over the country....
•
45:00
Episode 38: A Timely Conversation on the Stock Market - - Scott Wallace, Founder/CIO of Shorepath Capital Management
I recorded this conversation with Scott Wallace, CIO and Founder of Shorepath Capital on July 12th. As I write this today on August 5th, stocks are in full correction with the Magnificent 7 stocks shedding nearly $1t in market value. Whil...
•
45:22