Upside Capture

AlphaCore Wealth Advisory
  • 5.0 (8)
  • Investing

Upside Capture is a finance and investing podcast dedicated to making institutional investment strategy accessible to a broader audience. Hosted by Dr. David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory the show draws on decades of experience across global capital markets to explore how economies evolve, how market cycles evolve, and how disciplined allocation decisions are made. Each episode features conversations with investors and capital allocators, discussing the most important trends in macroeconomics and investing today. Website: https://alphacore.com/podcast/

  1. 5d ago

    One Shipping Lane Just Flipped Global Interest Rates

    At the start of the year, markets were preparing for central banks to cut rates. Instead, the Fed, the European Central Bank, and the Bank of Japan are all raising them, and much of that reversal traces back to the war in Iran and the disruption of shipping through the Strait of Hormuz. Host David Stubbs is joined by Stephanie Flanders, Head of Economics and Government at Bloomberg, host of the Trumponomics podcast, and former BBC economics editor, to unpack how a single supply shock reshaped the outlook for inflation and interest rates, and why she believes the steady backdrop of the 2010s has given way to a world defined by recurring shocks from geopolitics and climate change.  They also discuss the "many-lateral" alliances forming in place of old trade relationships, why AI's productivity gains may arrive more gradually than many expect, the uneasy status quo between the US and China, and the UK's tight fiscal position ahead of its budget. The conversation closes on a question more governments may soon face: how to fund public spending if AI erodes the labor-based tax revenue they depend on. Visit Us:  https://alphacore.com/  Stephanie Flanders at Bloomberg: https://www.bloomberg.com/  Trumponomics Podcast: https://www.bloomberg.com/stephanomics  Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

  2. Sep 24

    Why This Is a Goldilocks Economy

    Bond yields are climbing, headlines are warning of a bubble, and inflation fear is everywhere. Chris Watling, founder and chief market strategist of Longview Economics, sees a different story underneath it, an economy that's stronger and broader than the panic suggests, where rising yields track improving growth rather than looming crisis. Host David Stubbs sits down with Watling for a wide-ranging conversation on U.S. growth and the AI capex cycle, why he reads the current backdrop as a disinflationary boom, the corporate sector's unusual strength, and the historical framework from Charles Kindleberger for what actually ends a bull market. They also cover Europe and Japan, the dollar, gold versus industrial metals, and the hidden risks worth watching. Chris Watling's research is available at longvieweconomics.com.  Learn more about AlphaCore Wealth Advisory at alphacore.com.  Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

  3. Sep 14

    Tariffs, the Fed, and the Midterms Reshaping Markets with Jason Cole

    Policy used to be background noise. Now it's the thing moving markets. On today’s episode our host David Stubbs is joined by Jason Cole, Head of Government Affairs at Future Standard and a veteran of more than a decade on Capitol Hill, to unpack why executive action has eclipsed the legislative process. It starts with tariffs, where razor-thin majorities have made presidential authority the tool of choice. From there the conversation moves through strategic competition with China, the market risk of politicized favoritism, energy shocks out of Ukraine and the Middle East, and new Fed chair Kevin Warsh's push for price stability. Cole closes on a $38 trillion debt, why divided government after the midterms likely means gridlock over reform, and the three things — a rebuilding tariff wall, a quieter Fed, and fast-moving AI policy — he's watching most closely. Why the tariff wall is being rebuilt through new legal authorities even after the Supreme Court struck it down — and what that means for trade, inflation, and supply chains How industrial policy and government ownership stakes distort markets, and why the risk of favoritism could cut both ways after the midterms Why divided government may be the only path to a $38 trillion debt problem — and why gridlock pushes even more policy through executive action Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

  4. Aug 19

    VC Series Pt. 4: Every Milestone in Biotech — Court Turner

    Biotech is the only venture category where the regulator, not the market, decides which products win. That single fact reshapes everything about how capital gets deployed into the sector. In the final episode of a four-part Upside Capture mini-series on venture capital, host David Stubbs and co-host Dave Engel are joined by Court Turner, partner at Liz Capital and one of San Diego's most respected life sciences investors. Turner has spent twenty-five years refusing to choose between investing and operating, founding and leading multiple biotech companies through acquisition — Synthorx to Sanofi, Rodeo Therapeutics to Amgen, and RQx Pharmaceuticals to Genentech — while investing across the sector and teaching drug discovery at SDSU. The conversation covers where biotech sits after a brutal five-year cycle, why the early stage market still has not recovered even as capital returns, what AI can and cannot actually do inside drug development, and how the coming patent cliff creates the opening that early stage biotech exists to fill. Why the FDA, not the market, is the arbiter of value in biotech — and how that changes risk at every milestone Where AI genuinely moves the needle in drug development, and why it struggles at the discovery stage Turner's prediction that institutional LPs will retreat from venture, and private wealth will take their place Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

  5. Aug 14

    VC Series Pt. 3: Pricing Risk Before the Market Does with Adam Draper

    What does it take to write the first check into nuclear energy, de-extinction science, or orbital manufacturing years before anyone else sees the opportunity? In this episode Adam Draper joins David Stubbs and Dave Engel to share his playbook for investing in deep tech before the market catches on. As the founder and managing partner of Boost VC, Adam explains Boost VC's "first check into deep tech" strategy, how he evaluates founders on character and ambition, and why founder empathy shapes his investment approach. Draper also shares stories behind investments like Radiant Nuclear and Colossal Biosciences, discusses his optimism-driven philosophy, emerging opportunities in longevity and ocean tech, and offers practical advice for founders navigating the pressures of building transformative companies. Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

  6. Aug 7

    VC Series Pt.2 : Bet Early, Bet Concentrated, Chase the 100X - Carter Reum

    Venture returns have never been more concentrated, and the gap between the top funds and everyone else keeps widening.  In the second episode of a four-part Upside Capture mini-series on venture capital, host David Stubbs and co-host Dave Engel are joined by guest Carter Reum, co-founder of M13, a roughly $1.3 billion venture firm built around an operator-led model that pairs capital with hands-on support for founders. Reum explains how his own operating background shaped M13's approach, why the democratization of company-building is forcing ventures to evolve, and how the firm's Propulsion platform puts experienced operators alongside portfolio companies at the moments that matter most.  The conversation also covers M13's shift from consumer and app-layer bets toward infrastructure and AI, including regulated areas like healthcare, and why fund size, dilution, and concentration shape long-term returns more than many investors realize. How an operator-led "value add" model works in practice — and where it can create tension with founders Why fund size, dilution, and concentration matter more to venture returns than most investors realize Reum's framework for liquidity in an illiquid asset class, and his three guiding principles: invest early, invest concentrated, and seek 10% chances at 100X Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore's express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

  7. Jul 27

    VC Series Pt. 1: Why the Best Deals Never Reach You — Samir Kaji

    Venture capital can be one of the most powerful asset classes in a portfolio, and one of the easiest to get wrong.  In this first episode of a four-part Upside Capture mini-series on venture capital, host David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory, is joined by co-host Dave Engel, AlphaCore's Head of Venture Capital, and guest Samir Kaji, who spent two decades at Silicon Valley Bank and First Republic advising more than 700 venture firms before founding Allocate, the private markets investment platform.  Samir explains how the market has split into a barbell of roughly twenty large multi-stage platforms and thousands of emerging seed managers, why companies are staying private far longer, and how secondaries have become a permanent feature of private markets. The conversation also covers how AI is reshaping both portfolios and the infrastructure behind private investing, and what individual investors should weigh before entering the asset class. Join us as we discuss: Why roughly 80% of venture investments return little to nothing — and what separates an investable approach from a costly one How the venture market has bifurcated, why firms stay private longer, and what that means for liquidity and the rise of secondaries A practical framework for individual investors: pace across vintages, understand your liquidity needs, and always ask why a deal has reached you Article Referenced in Episode: LINK Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore's express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

  8. Jul 2

    The 2028 Wall No One Sees Coming with Anastasia Amoroso

    Markets braced for a crisis. The data told a different story. Host David Stubbs is joined by Anastasia Amoroso, Chief Investment Strategist at Partners Group, to walk through the firm's latest Private Markets Chartbook — starting with why oil inventories may buffer the Middle East supply shock, with an estimated 20–25 bps impact to US core PCE, slower growth, and a Fed more likely to hold than hike. From there, the conversation turns to a rebound in M&A and IPO activity, the shift from conversational to agentic AI, and hyperscaler CapEx that could approach $1 trillion by 2028. Anastasia closes with why she calls private credit a "golden age of selection" — where widening spreads, a 2028 maturity wall, and a wave of managers who haven't navigated a full credit cycle make experience the differentiator. Why a supply shock may dent inflation and growth without tipping the US into recession — and what that means for Fed policy How agentic AI and trillion-dollar hyperscaler CapEx could reshape software profit pools, business formation, and productivity Why manager selection in private credit matters more than ever heading into the 2028 maturity wall Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security. This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent. Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.

See All (15)

Ratings & Reviews

5
out of 5
8 Ratings

About

Upside Capture is a finance and investing podcast dedicated to making institutional investment strategy accessible to a broader audience. Hosted by Dr. David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory the show draws on decades of experience across global capital markets to explore how economies evolve, how market cycles evolve, and how disciplined allocation decisions are made. Each episode features conversations with investors and capital allocators, discussing the most important trends in macroeconomics and investing today. Website: https://alphacore.com/podcast/

Information

  • Creator
    AlphaCore Wealth Advisory
  • Years Active
    2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © AlphaCore Wealth Advisory
  • Show Website
    Upside Capture

You Might Also Like