Upside Capture

AlphaCore Wealth Advisory
  • 5.0 (3)
  • 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/

Episodes

  1. APR 21

    Economic Resilience Amid Uncertainty? The Iran Conflict, AI Disruption & Market Themes with Stephanie Roth

    What do rising geopolitical tensions mean for growth, inflation, and the future of the U.S. economy? In this episode host David Stubbs speaks with Stephanie Roth, Chief Economist at Wolfe Research, about the potential economic implications of geopolitical tensions involving Iran. Their conversation explores how higher energy prices could affect U.S. growth and inflation, as well as the Federal Reserve’s policy outlook in a moderating inflation environment. Stephanie also discusses the potential impact of fiscal policy on different income groups, developments in private credit markets, the evolving role of artificial intelligence in driving productivity and investment, and ongoing challenges in the U.S. housing market. Timeline: 0:00 Introduction 0:31 Iran War & Energy Shock 2:59 Fed Reaction Function & Economy 7:46 K-Shaped Economy & Consumer Impact 9:21 Private Credit16:36 AI & Productivity 21:44 AI CapEx & Investment Cycle 28:17 Housing Market & Affordability 34:20 12–18 Month US Macro Outlook 35:54 Closing & Disclosures

    38 min

  2. APR 14

    Navigating Markets Amid Geopolitical Tensions with Dan Ivascyn

    How are markets responding to geopolitical shocks and where are the risks and opportunities now? In this episode of Upside Capture, host David Stubbs speaks with Dan Ivascyn, Group CIO of PIMCO, about how investors are interpreting the market impact of the Iran-related energy shock alongside longer-term forces such as AI, private credit, and housing. Dan shares his perspective that markets have responded in a manner consistent with a supply-driven inflation shock—contributing to higher front-end yields and increased uncertainty around growth and earnings—while noting that de-escalation is a commonly discussed base case, with potential tail risks. The conversation explores PIMCO’s evolving portfolio positioning, including a shift from a short-end steepener to a more balanced yield curve with added exposure to longer maturities, alongside an emphasis on diversification, liquidity, and selectivity in credit. David and Dan also discuss how stock-bond correlations may shift in inflationary environments, how relative valuations across asset classes are being evaluated, and the ways AI may contribute to both productivity gains and disruption, particularly within credit markets, as well as developments in mortgage markets and areas of potential risk in lower-quality private credit and floating-rate lending. 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.

    51 min

  3. APR 14

    Is Value Investing Making a Comeback? A Discussion with Tom Cole

    Are U.S. equities overvalued, or are opportunities hiding in plain sight? In this episode of Upside Capture, host David Stubbs speaks with Tom Cole, co-founder of Distillate Capital, about how investors are assessing today’s market valuations. Tom shares his perspective on why free cash flow has gained attention as a measure of value, particularly as the economy has become increasingly shaped by intangible investments. The conversation explores the historical context of value investing, comparisons to the dot-com era, and several areas of the market currently drawing investor interest, including small-cap and international equities. David and Tom also discuss concentrated market leadership and approaches such as equal-weight indexing as examples of how market participants are thinking about diversification and portfolio construction in today’s market environment. Timestamps: 0:00 – Intro & Guest Introduction (Tom Cole, Distillate Capital)0:31 – Disclaimer & Podcast Overview0:50 – Welcome Tom / Setting the Stage1:21 – US Equity Return Expectations & Valuations1:39 – Role of Free Cash Flow in Returns3:49 – Why Free Cash Flow vs. Price-to-Book / Price-to-Earnings4:57 – History of Value Investing (1960–1990)6:05 – Economy Shift: Tangible to Intangible Assets8:45 – Free Cash Flow as the New Value Measure11:03 – Where to Find Opportunity in Today's Market11:21 – Sector Opportunities: Healthcare, Industrials15:41 – International Markets & Small Caps18:20 – Today's Market vs. the Dot-Com Era18:43 – AI Hype & Valuation Similarities to 200019:44 – Comparing Free Cash Flow Yields: Now vs. 200021:02 – What Happened 2 Years After the Dot-Com Peak22:03 – Price vs. Fundamentals: The Eternal Lesson22:57 – Valuation Always Matters in the Long Run23:27 – Wrap-Up & Where to Follow Tom / Distillate Capital Guest: Thomas Cole LinkedIn

    26 min

  4. APR 14

    Welcome To Upside Capture

    Upside Capture is on a mission to make institutional investment strategy accessible to everyone — not theories, not predictions. Just structure. Markets generate endless commentary. We cut through it. Because economies evolve and cycles repeat across decades. Capital moves in patterns that reward patience and discipline. Each episode features perspectives from people who work inside capital markets every day — discussing the most important trends in macroeconomics and investing today.

    1 min
  • 4 Episodes

Ratings & Reviews

5
out of 5
3 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
    2K
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © AlphaCore Wealth Advisory
  • Show Website
    Upside Capture

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