The Investor With Joel Palathinkal

Dr. Joel Palathinkal
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The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

  1. David Goldman: Partner at Celesta Capital.

    1D AGO

    David Goldman: Partner at Celesta Capital.

    In this episode of the Investor Podcast, we sit down with David Goldman, Partner at Celesta Capital, to explore his transition from a high-stakes legal career to leading investments at a premier deep tech venture firm. Drawing on his experience as the former Senior Director of IP Policy at Apple, David provides a masterclass on the critical role of intellectual property and "picks and shovels" technology in the modern investment landscape. The conversation dives into the current venture market and why Celesta focuses on the foundational layers of innovation—from semiconductor design and advanced manufacturing to AI-driven hardware and sensors. David shares unique insights into the "Apple way" of product development, the strategic importance of IP as a tool for protecting innovation, and how his background as a litigator informs his approach to due diligence and risk assessment in early-stage startups. Key highlights include: The IP Advantage: Why a robust patent strategy is a non-negotiable for deep tech founders looking to scale and protect their core technology.Investing in the Core: An analysis of why the hardware and infrastructure behind AI and robotics represent durable value in today's economy.From Law to VC: Lessons on adapting professional skill sets, such as identifying risk and navigating complex regulations, to the fast-paced world of venture capital.The Future of Deep Tech: Where the next generation of breakthroughs will occur in global supply chains, chip design, and specialized hardware.David concludes with a powerful piece of timeless advice for both founders and allocators: "Do what you love", emphasizing that passion is the only way to sustain the hard work required for long-term success. #VentureCapital #DeepTech #IPPolicy #Apple #TechInvesting #Semiconductors #Startups #IntellectualProperty #AIInfrastructure

    50 min
  2. Ken Mahoney: CEO of Mahoney Asset Management

    6D AGO

    Ken Mahoney: CEO of Mahoney Asset Management

    In this episode, we sit down with Ken Mahoney, CEO of Mahoney Asset Management, to discuss his 35-year journey from a bond broker at David Lerner Associates to a top-tier asset manager and author of nine books, including Not Your Father’s Retirement. Ken shares how his formative years—from pushing carts at the A&P to studying economics in London—shaped a work ethic and global perspective that define his "GPS for Retirement" planning philosophy. We dive into his tactical investment strategies for 2026, exploring why he favors high-growth ETFs like QQQ and QQQX over the S&P 500, and his focus on "picks and shovels" infrastructure plays within the AI revolution.  Beyond the charts, Ken offers profound insights into the psychology of wealth preservation, the "Die with Zero" decumulation mindset, and the critical importance of hybrid long-term care insurance in legacy planning. From the impact of robotics in healthcare to the timeless wisdom of Benjamin Franklin and Dr. Wayne Dyer, this conversation provides a comprehensive roadmap for navigating market volatility while maintaining a healthy work-life balance.  #RetirementPlanning #WealthManagement #AssetAllocation #AIInvesting #LegacyPlanning #StockMarketStrategy #FinancialFreedom #MarketVolatility

    46 min
  3. Josh Parker: Chairman and CEO of Ancora

    APR 30

    Josh Parker: Chairman and CEO of Ancora

    In this episode, we sit down with Josh Parker, Chairman and CEO of Ancora, to explore the sophisticated intersection of mission-driven capital and university-anchored real estate development. Drawing from his foundational experience revitalizing Durham, North Carolina, through strategic partnerships with Duke University, Josh offers a masterclass on how institutional investors can generate long-term economic and social impact by aligning with academic and research goals. We delve into the trillion-dollar infrastructure demand facing top-tier colleges, the rise of innovation districts designed to catalyze biotech hubs, and the "gardener" philosophy of fostering community-integrated growth rather than simply building isolated assets. Josh provides a rare look into navigating complex cross-border pension fund partnerships, the "flight to quality" in a bifurcated real estate market, and why secondary "college towns" like Knoxville and South Bend are becoming the next great hotbeds for mobile talent and evergreen capital. This conversation is essential viewing for allocators and developers seeking to understand how to bridge the gap between high-yield investment strategies and sustainable community revitalization in an AI-enabled economy.  #RealEstateInvesting #UniversityDevelopment #ImpactInvesting #InnovationDistricts #InstitutionalCapital #EconomicDevelopment #HigherEducation #UrbanRevitalization

    47 min
  4. Bob Lang: The founder and chief options analyst of Explosive Options.

    APR 24

    Bob Lang: The founder and chief options analyst of Explosive Options.

    In this episode, we sit down with Bob Lang, the founder and chief options analyst of Explosive Options, to discuss his transition from managing institutional portfolios to building a premier options trading and educational community. With decades of experience navigating volatile markets, Bob shares how his early childhood ritual of picking up Barron’s with his father—a stockbroker who worked alongside William O'Neil—laid the technical foundation for his career in charting and market analysis. We explore his "trial by fire" during the 1987 market crash and his subsequent shift from institutional pension fund management for Sunkist to running his own hedge fund and eventually launching an educational platform in 2011. Bob provides a rare look into his time working with Jim Cramer on Mad Money and emphasizes the critical importance of risk management, discipline, and "cutting the cord" on losing trades. Whether you are an aspiring trader or a seasoned investor, Bob’s insights on treating the options market with professional discipline rather than a gambler's mindset offer a profound blueprint for long-term success. #OptionsTrading #TechnicalAnalysis #MarketEducation #RiskManagement #StockMarket #Investing #HedgeFunds #TradingStrategy

    48 min
  5. Matt Ober, Managing Partner at Social Leverage

    APR 16

    Matt Ober, Managing Partner at Social Leverage

    Matt Ober, Managing Partner at Social Leverage and former Chief Data Scientist at Third Point, breaks down how AI, alternative data, and venture capital are reshaping financial markets—from hedge fund workflows to next-generation fintech infrastructure. Drawing on experience across WorldQuant and early-stage investing, he shares how AI-driven data platforms are chipping away at incumbents like Bloomberg, why KPI-based prediction markets could unlock new trading strategies, and how investors should think about fund construction, follow-on capital, and venture-scale outcomes. The conversation also explores the real impact of AI on analysts and portfolio managers, the evolving edge in deal sourcing, and what it takes to transition from operator to investor in today’s competitive landscape—making this a must-watch for anyone interested in AI investing, fintech innovation, and the future of venture capital. #VentureCapital #AIInvesting #Fintech #HedgeFunds #AlternativeData #StartupInvesting #FinancialMarkets

    53 min
  6. Loren Remetta: Chief Investment Officer at Bowbridge

    APR 3

    Loren Remetta: Chief Investment Officer at Bowbridge

    In this episode of the Investor Podcast, we sit down with Loren Remetta, Chief Investment Officer at Bowbridge, to explore his 24-year career in global corporate credit and the evolving landscape of asymmetric, value-driven investing. From his early days in a blue-collar Pittsburgh neighborhood to trading credit derivatives at major institutions like Bank of America and Merrill Lynch, Loren provides a masterclass on the mechanics of market making, risk management, and the "cerebral" nature of hedge fund management. We delve into the "blurred lines" between public and private markets, discussing how sophisticated platforms now navigate structured credit, special situations, and independent sponsor deals to find an informational edge. Loren also shares critical advice for emerging managers on maintaining 24 months of runway, the art of position sizing, and the importance of over-communicating with investors during periods of volatility. This conversation offers deep insights into the transition from the sell-side to the buy-side and the strategic benefits of maintaining a niche while adapting to a shifting macro environment. #VentureCapital #PrivateCredit #CorporateCredit #HedgeFunds #AssetManagement #SpecialSituations #MarketMaking #InvestmentStrategy

    52 min
  7. Amit Garg: Founder of Tao Ventures

    MAR 25

    Amit Garg: Founder of Tao Ventures

    In this episode, we sit down with Amit Garg, founder of Tao Ventures, to explore his 25-year journey through the heart of Silicon Valley and his transition from a pre-IPO Google employee to a top-tier venture capitalist. With a track record that includes multi-billion dollar exits like Oak Street Health and Absci, Amit shares his deep expertise in seed-stage investing across digital health, automation, and enterprise technology. We dive into his unique analytical and high-EQ approach to identifying "applied" technology—startups that move beyond theoretical concepts to solve real-world problems in sectors like robotics and healthcare. Amit also provides a rare look at his immigrant background growing up in Brazil, offering profound insights into how building trust, maintaining speed, and thinking through complex numerical and emotional scenarios drive long-term success in the competitive world of venture capital. Whether you are a founder looking for a strategic edge or an investor seeking to understand the future of hyper-growth, this conversation delivers decades of Silicon Valley wisdom in a single session. #VentureCapital #SiliconValley #DigitalHealth #AIInvesting #StartupGrowth #SeedFunding #TechInvesting #Automation

    46 min
  8. Betsy Atkins: Chairman of the Google Cloud Advisory Board

    MAR 24

    Betsy Atkins: Chairman of the Google Cloud Advisory Board

    In this episode, we are joined by Betsy Atkins, Chairman of the Google Cloud Advisory Board and a veteran director at major companies like GoPuff and Wynn Resorts, to explore the evolving landscape of modern board governance and corporate strategy. With a career spanning over 30 public and 90 private boards, Betsy shares her unparalleled expertise on how board composition directly influences company valuation, investor confidence, and long-term founder control. We dive into the critical shift from traditional risk oversight to "future-proofing" organizations against rapid tech disruption, emphasizing why boards today must lean into change and prioritize diversity of thought to stay relevant. Whether you are a venture capital investor, a private equity professional, or an entrepreneur looking to transition into an operating partner role, this conversation provides actionable insights on identifying "backable" leadership and the necessity of being the hardest working person in the room to achieve extraordinary outcomes. #BoardGovernance #VentureCapital #PrivateEquity #GoogleCloud #CorporateStrategy #FemaleFounders #TechInnovation #LeadershipTips

    55 min
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The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators

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