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Capital Thesis Podcast

by Capital Thesis Podcast

Capital Thesis Podcast

Capital Thesis features conversations with institutional investors, economists, and leading thinkers shaping global markets. Through in-depth discussions, we explore the ideas, strategies, and decisions influencing investing, markets, and capital allocation. Hosted by: Franco Bauerle Business inquiries:…

Coming soon to iPhone. Already have it? “Open in Starcast” takes you straight there.

Who’s been on

Latest episodes

  1. Bill Nygren: The Art of Value Investing, AI Valuations & Finding Overlooked OpportunitiesOct 23, 2026 · 47m
  2. Louis-Vincent Gave: The AI Capital Misallocation, Geopolitics & the West's Economic FutureOct 15, 2026 · 45m
  3. Carson Block: Building Muddy Waters, Short Selling, Quant Strategies & Market RiskOct 8, 2026 · 56m