business
Hosted by Obsidian CIO · business · EN
We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end? Subscribe to Investment Wars on YouTube, Apple Podcasts and Spotify to ensure you never miss an episode. For guest opportunities or to share feedback, contact us at ocio@obsidiancio.com. — IMPORTANT DISCLOSURE: Obsidian CIO sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
Sign up to generate a grounded pitch for Investment Wars.
Signup to Generate a PitchWe all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right?
Investment Wars is hosted by Obsidian CIO. The show has published 40 episodes to date.
Recent episodes include "Episode 38: Planes, Trains, and Automobiles: Mobility, Automation, and the Future of Infrastructure" (8 June 2026, 52 minutes), "Episode 37: Prediction Markets: Forecasting, AI, and the Future of Information" (6 May 2026, 41 minutes), and "Episode 36: Private Credit: Navigating Bumps in the Road" (2 April 2026, 47 minutes).
Investment Wars publishes roughly monthly, with episodes averaging 45 minutes across 40 episodes.
Booking probability for Investment Wars is 32%, and the host is rated Selective on guests. Investment Wars requires a Pod Score of 80 or higher. Investment Wars's contact route on record: verified email.
The strongest fits for Investment Wars are Investing & Wealth Management and Investment Banking & Trading. Investment Wars has a business audience.
Obsidian CIO hosts Investment Wars, a business podcast with 40 episodes published.
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Investment Wars
Planes, Trains, and Automobiles: Mobility, Automation, and the Future of Infrastructure<br /><br />In this episode of Investment Wars sponsored by Obsidian CIO, Joseph Halpern sits down with Andrew Miller, a...
<b>Prediction Markets — Forecasting, AI, and the Future of Information</b><br /><br />In this episode of Investment Wars, Joe Halpern sits down with Zvi Mowshowitz, a deep thinker with hands-on experience in...
In this episode of Investment Wars, Episode 36, sponsored by Obsidian CIO, host Joe Halpern (Managing Partner and CIO of Obsidian CIO) sits down with Robert Grunewald — a 30-year veteran of middle market finance — to...
Debate: Liquidity, Valuation, and the Return of the Yield Curve<br /><br />Featuring: David Sherman, Founder of CrossingBridge Advisors<br /><br />David Sherman joins Investment Wars for a wide-ranging discussion on...
Debate: Direct Lending and the Evolution of Private Credit<br /><br />Featuring: Alona Gornick, Managing Director & Senior Investment Strategist at Churchill Asset Management (an affiliate of Nuveen, the $1 trillion...
Episode #33
Debate: Interest Rates and Economic Distortions <br /><br />Featuring: Paul Musson, Former Senior Portfolio Manager at Mackenzie Investments & Author of Capital Offence<br /><br />Paul Musson joins Investment Wars to...
Debate: Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience?<br /><br />Featuring: Eli Horton, Senior Portfolio Manager & Investment Committee Member at TCW.<br /><br />Eli Horton joins...
Debate: Energy Infrastructure – Will It Double in the Next Decade?<br /><br />Featuring: Robert Thummel, Senior Portfolio Manager & Investment Committee Member at Tortoise Capital.<br /><br />As the U.S. power grid...
Debate: How to Measure and Navigate Market Uncertainty<br /><br />Featuring: Professor Nick Bloom is the William Eberle Professor of Economics at Stanford University, Senior Fellow at SIEPR, and Co-Director of the...
Episode #29
Debate: How Do I Select the “Right” ETF?<br /><br />Featuring: <b>Adam Patti</b><b> </b>is the Co-founder and CEO of Vistashares, an ETF issuer designed to provide pure exposure to disruptive technology-driven...
Episode #29
Debate: How Do I Select the “Right” ETF?<br /><br />Featuring: <b>Adam Patti</b><b> </b>is the Co-founder and CEO of Vistashares, An ETF issuer designed to provide pure exposure to disruptive technology-driven...
Episode #28
Debate: LA Fires - The Complexities of Insurance<br /><br />Featuring: Jerry Theodorou is the Director of the Finance, Insurance, and Trade Policy Program at the R Street Institute, a public policy research...
Episode #27
Debate: Innovation Episode - The Future of AI<br /><br />Featuring: Tejas Dessai is a Director of Thematic Research at Global X. His research has been extensively covered in the tech and financial press, including the...
Episode #26
Debate: Will the Fed Cut Rates in 2025? <br /><br />Featuring: JoAnne Bianco, CFA is a Partner and Senior Investment Strategist at BondBloxx. Bondbloxx is the first ETF issuer to focus solely on providing precision...
Debate: Are We Entering a New Golden Age of US Manufacturing? <br /><br />Featuring: Chris Semenuk is a fund manager at Tema ETFs where he is currently focusing on the theme of American Reshoring as captured in the...
Episode #24
Debate: Should We Invest in China? <br /><br />Featuring: Brendan Ahern, the Chief Investment Officer at KraneShares. He is a preeminent expert in global financial markets with a particular focus on China. <br /><br...
Episode #23
Debate: Why Are Interest Rates Now Declining? <br /><br />Featuring: Lara Rhame, the Chief U.S. Economist and Managing Director on the Investment Research Team at FS Investments. <br /><br />Last week, the Federal...
Episode #22
Debate: What Will Jobs Look Like in 2040? <br /><br />Featuring: Stephanie Aliaga, a Global Market Strategist with JP Morgan Asset Management assisting in formulating and communicating economic views, delivering timely...
Episode #21
Debate: NEW JERSEY! Is NJ a Bellwether for What Lies Ahead for the US in a Complex and Changing World?<br /><br />Featuring: John Hasse, Professor of Geography at Rowan University, Director of the Geospatial Research...
Episode #20
Debate: The Upcoming Election: Will the Winner Materially Affect Market Performance in the Near Term?<br /><br />Featuring: Paul Hickey, co-founder of Bespoke Investment Group. <br /><br />40% of the population will be...
Recent guests on Investment Wars. Study who booked and why before you pitch.
assistant professor of electrical and computer engineering, Lynch School of Education and Human Development at Boston College
TheZvi
managing director, senior investment strategist, co-head of Chicago, Churchill Asset Management
veteran investment professional, author of Capital Offence: Why Some Benefit At Your Expense, Paddington Capital Management
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