News and Political Analysis from RealClearPolitics
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A series that showcases the diversity and richness of the investment world through showcasing inspiring investors and their stories.
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Andrew Walworth, Tom Bevan and Carl Cannon discuss reactions to former FBI director James Comey’s Instagram post of the numbers “8647” spelled out using seashells on the beach, which some have interpreted as a threat aimed at President Trump. Also, current FBI director Kash Patel says he will move 1,500 agents out of Washington, and that the FBI wi…
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Andrew Walworth, Tom Bevan and Carl Cannon discuss Rahm Emanual’s appearance on The View, where he hinted he was “in training” for a presidential run. Also, a new poll by the polling firm co/efficient shows that 26 percent of voters believe that no one is the face of the Democratic Party, tied with 26 percent who believe is it New York Representati…
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Andrew Walworth, Tom Bevan and Carl Cannon discuss today’s news that the budget bill moved out of the House Ways and Means Committee on a party line vote, and the grand jury indictment of Judge Hannah Duggan on two charges of obstruction of justice that carry a maximum penalty of six years in prison and a $350,000 fine. They also talk about the rea…
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Andrew Walworth, Tom Bevan and Carl Cannon discuss new economic data that shows inflation cooling for the third straight month, and the new book "Original Sin" by Jake Tapper and Alex Thompson. They also talk about the internal politics of the Democratic National Committee, which is considering voiding last February’s election of David Hogg as vice…
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Episode 310: Fernando Vinzons of Chicago Teachers Pension Fund: From the Shoulders of Giants to Forging a New Path
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27:22Fernando Vinzons is Chief Investment Officer at the Chicago Teacher’s Pension Fund, a role he has held for almost 3 years. He previously spent over 13 years at the Cook County Pension Fund and started his career in investment research. Our conversation starts with Fernando's initiation into stock picking, and how he earned the ropes pitching stock …
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Trump Travels To The Middle East As Hamas Releases Last Living American Hostage
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45:05Andrew Walworth, Tom Bevan and Carl Cannon discuss Donald Trump’s four-day visit to the Middle East and the release of U.S. hostage Eden Alexander. Also, they talk about the announcement by the Trump Administration of major advances in trade negotiations with both China and the United Kingdom. Plus, recent safety issues at Newark Liberty Airport an…
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Tom Bevan, Carl Cannon and Sean Trende discuss news that NY Attorney General Letitia James is under criminal investigation and that Donald Trump pulled Ed Martin and replaced him with Judge Jeanine Pirro for DC prosecutor. They also talk about the blow up over Trump's nomination of Dr. Casey Means for Surgeon General and Bill Gates's declaration th…
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Tom Bevan, Phil Wegmann and Carl Cannon discuss Leo XIV, the first American-born Pope in 2,000 years and the news that President Trump has announced a big, beautiful trade deal with the UK. They also ponder why John Fetterman is in the news this week - and not in a good way. Plus, they talk about the new wave of pro-Hamas protests hitting college c…
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Tom Bevan, Phil Wegmann and Emily Jashinsky discuss Joe Biden's first media interview since leaving the Presidential race last year and new polling out of California that suggests his brand Is much diminished. They also react to news Trump nominated a batch of judges and that DC prosecutor Ed Martin is facing resistance from the GOP. Plus, Trump's …
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Episode 309: Peter Wilson of HarbourVest Partners - The Growth that Lies at the Edge of the Comfort Zone
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34:55Peter Wilson is Managing Director at HarbourVest Partners, a private markets specialist firm with over $140 billion in assets across 14 offices. Peter has worked at HarbourVest for most of his career, in a series of roles, most recently as one of two members of the firm's Executive Management Committee which ran the firm from 2012 to 2024. In this …
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Trump Wants To Pay Illegal immigrants To Go Home
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45:05Andrew Walworth, Tom Bevan and Carl Cannon discuss Donald Trump’s proposal to provide $1,000 and paid travel to illegal immigrants who self-deport, and a plan outlined by Senator Rubin Gallego (D-AZ) that involves a $5,000 fine and a work permit. They also wonder why Brian Kemp and other prominent governors are passing on the chance to run for Sena…
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Andrew Walworth, Tom Bevan and Carl Cannon discuss Donald Trump’s comments on Sunday regarding the U.S. Constitution, and former Vice President Mike Pence’s remarks at the JFK Library in Boston, where he received the “Profiles in Courage” award for his actions on January 6th. They also wonder how Congressional Republicans are handling the question …
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Andrew Walworth, Carl Cannon and RCP White House correspondent Phil Wegmann discuss Donald Trump’s 2026 budget that was released today and includes $163 billion in spending cuts. They also talk about personnel changes at the White House, and what the future may hold for Secretary of State Marco Rubio, former National Security Advisor and UN ambassa…
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Trump NSC Advisor Mike Waltz’s New Job at the UN
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45:05Andrew Walworth and RCP White House correspondent Phil Wegmann discuss the reassignment of National Security Advisor Mike Waltz to become the next U.S. Ambassador to the United Nations. Also, a look at the implications of the minerals agreement between Ukraine and the U.S., signed Wednesday night. Then, Andrew Walworth, Tom Bevan, and Carl Cannon d…
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Andrew Walworth, Tom Bevan, and National Review columnist Heather Wilheim preview tonight’s speech by 2024 Democratic Presidential nominee Kamala Harris. They also discuss Wisconsin’s Supreme Court decision to suspend Milwaukee circuit judge Hannah Dugan, who has been charged with helping an illegal immigrant avoid arrest by ICE agents. Plus, they …
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss what is in store for the second 100 days of the Trump administration concerning the budget and tariffs. Then, they talk about the Trump Administration’s approach to sanctuary cities and shifting political landscape when it comes to states’ rights and federalism. Plus, Monday’s election results fro…
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Episode 308: Tom Doyle of Pemberton Asset Management: On new frontiers, NAV financing and the power to "elevate"
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31:37Tom Doyle is Partner and Head of NAV Financing at Pemberton Asset Management, a role he has held for over three years. He previously held a similar role at 17Capital. Our conversation takes us on a tour through the evolution of private markets, the role of innovation in it and some of the dynamics that have driven NAV financing. We dig in to the ev…
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss coverage of the first 100 days of Trump’s second administration, and why Trump continues his love/hate relationship with the mainstream press. Then, they discuss this weekend’s trip to New Hampshire by Illinois governor J.B. Pritzker and his comments on fellow Democrats. And, Attorney General Pam …
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FBI Arrests Judge Over Obstructing ICE Arrest
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45:05Andrew Walworth, Tom Bevan, and RCP White House correspondent Phil Wegmann discuss the arrest of Wisconsin judge Hannah Dugan on obstruction charges after she allegedly helped an illegal immigrant evade FBI agents who were waiting outside her courtroom. Then, after yesterday’s deadly Russian attack on Kyiv, they wonder: is Donald Trump going to pus…
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Are Trump and Harvard Headed for a Truce?
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45:05Andrew Walworth, Tom Bevan, and National Review columnist Heather Wilhelm discuss the battle between Harvard University and Donald Trump, and the results of the new Harvard Youth Poll, which tracks attitudes of Americans between the ages of 18 and 29. They also talk about a new lawsuit that claims Trump has superseded presidential authority on tari…
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Musk Says He Will Focus On Tesla And Not DOGE
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45:05Andrew Walworth, Tom Bevan, and Carl Cannon discuss Elon Musk’s statement that he will be turning his attention away from The Department of Government Efficiency and towards his commercial endeavors, including Tesla. And they talk about Senator Dick Durban (D-IL), the number two Democrat in the Senate, announcing today that he will not run for reel…
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss how voters view the Trump Administration’s economic policies, including the White House’s battle with the Federal Reserve, the gyrating stock market, and tariffs. They also talk about Harvard’s move to sue the government over Trump’s demands for university reform, and a Minneapolis case where a st…
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Episode 307: Cathy Bevan of Benefit Street Partners: Seeking structure and design in credit, careers and life
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27:50Cathy Bevan is Head of Structured Credit at Benefit Street Partners. She has spent most of her career in credit structuring with roles on the sell side and buy side. Our conversation starts with her university study of math, and the career trajectory which was not specifically planned but assumed its own momentum quite quickly. We speak about the d…
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss the political legacy of Pope Francis, who died today at the age of 88. They also talk about today’s visit to El Salvador by four Democratic members of Congress, and the Supreme Court’s decision this weekend to block the Trump Administrations’ deportation efforts. Next, they discuss new reporting t…
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Is President Trump Going to “Move On” from Ukraine?
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45:05Andrew Walworth, Tom Bevan, and Carl Cannon discuss Secretary of State Marco Rubio saying: if there is no movement in the Ukraine peace talks within the next few days, President Trump is prepared to “move on.” And they talk about Senator Chris Van Hollen's (D. MD) meeting with Kilmar Abrego Garcia, who is in a Salvadoran prison after being deported…
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Is The GOP Now The Party Of Higher Taxes?
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45:04Andrew Walworth, Tom Bevan, and Carl Cannon discuss the internal debate among Republicans about raising the top income tax rate to 40 percent. Also, Donald Trump goes after Federal Reserve Chairman Jerome Powell, saying his termination “could not come fast enough.” Then they discuss vice chairman of the Democratic Party David Hogg, who says he will…
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Episode 2: Series 2 2025: Trailer - Signal Amid Noise
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6:11
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6:11Series 2 of the 2025 podcast was born into a time of tremendous market turbulence. In our ten conversations with a diverse range of guests – sourced globally, we go top down, and bottom up – into the weeds, and take helicopter views. Tune in to hear about the technologies in venture capital and climate tech that excite even the most experienced inv…
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Democrats’ New Spring Break Destination: El Salvador
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45:05Andrew Walworth, Tom Bevan, and Carl Cannon discuss Maryland Senator Chris Van Hollen’s trip to El Salvador seeking the release of Abrego Garcia, and efforts by other Democrats including Senator Corey Booker (D-NJ) to visit the country. Also, Joe Biden gives a speech in Chicago attacking Donald Trump on social security. They also talk about U.S. At…
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Trump Wants To Deport “Home-Grown” Criminals
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45:06Andrew Walworth, Tom Bevan, and Carl Cannon discuss the Trump Administration’s interpretation of the recent Supreme Court decision on the deportation and imprisonment of Abrego Garcia, and Trump’s remarks that he has asked Attorney General Pam Bondi to explore the legality of sending “homegrown” criminals to Salvadoran prisons. They also talk about…
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Episode 306: Bonus: Victoria Barbary of the International Forum of Sovereign Wealth Funds - at the intersection of politics, macroeconomics and finance
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30:32Victoria Barbary is Director of Strategy & Communications for the International Forum of Sovereign Wealth Funds (IFSWF) in which her focus is to help sovereign wealth funds become better investors for the benefit of their citizens. She formerly worked in research roles relating to Sovereign Wealth Funds and prior to that was a PhD student in the fi…
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Will Carve-Outs For Tech Companies Undermine Trump’s Tariff Goals?
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45:04Andrew Walworth, Tom Bevan, and Carl Cannon discuss whether Trump will in fact provide tariff relief for Chinese tech imports, and the internal struggle over tariff policy within the White House. They also talk about this weekend’s assault on the governor’s residence in Pennsylvania, and former Washington Post reporter Taylor Lorenz’s appearance on…
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Supreme Court Tells Trump: Bring Him Home
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45:02Andrew Walworth, Tom Bevan, and Carl Cannon discuss the Supreme Court’s decision to uphold a lower court ruling that says the Trump Administration must bring back Kilmar Abrego Garcia - the man they mistakenly deported to a prison in El Salvador, and the administration’s response. Also, a look ahead to the 2028 midterm elections. Then, they talk ab…
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U.S. vs. China and Main Street vs. Wall Street
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45:05Andrew Walworth, Tom Bevan, and Carl Cannon discuss the shifting White House rhetoric surrounding Trump’s trade policies. They also talk about yesterday’s House vote that would curtail federal judges’ ability to place nationwide injunctions on presidential orders, and whether the measure will pass in the Senate. Plus, Donald Trump’s executive order…
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Tom Bevan, Phil Wegmann, and Richard Porter discuss Trump's surprise move pulling back on tariffs for everyone - except China. Then, Tom Bevan, Carl Cannon & Sean Trende discuss Ken Paxton's entry into the TX GOP Senate primary, and the news a Trump judge ruled in favor of the AP in their suit against the administration. Next, Carl Cannon talks to …
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Supreme Court Hands Trump Two Victories in 24 Hours
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45:06Andrew Walworth, Tom Bevan and Carl Cannon discuss this week’s Supreme Court decisions that at least temporarily allows Trump to continue policies that had been blocked by lower courts. They also talk about internal disagreements within the Trump White House when it comes to tariff policy. Then, Tom talks to RCP White House correspondent Phil Wegma…
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Episode 305: Rich Byrne of Benefit Street Partners: When your Opponent is your Teacher and Ego is the Enemy - lessons from Jiu Jitsu for finance and life
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0:58Rich Byrne is President of Benefit Street Partners as well as a decorated Brazilian Jiu Jitsu champion. In this fascinating podcast we discuss his journey from a fine arts major to a leading figure in finance and the many twists and turns in between. We discuss his previous roles such as his internship with Manufacturers Hanover Trust, which is now…
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Is Obama The Voice of Today’s Democratic Party?
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45:04Andrew Walworth, Tom Bevan and Carl Cannon discuss Former President Barrack Obama’s recent appearance at Hamilton College where he criticized the Trump Administration, and Kamala Harris’ speech on Trump’s policies where she told the audience, “I told you so”. They also talk about the market reaction to Trump’s tariffs. Amid growing calls for the pr…
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Andrew Walworth, RCP White House correspondent Phil Wegmann and Unherd Washington correspondent Emily Jashinsky discuss the spate of new books being released on the Biden presidency, all of which recount efforts to hide Biden’s cognitive decline from the public. They also talk about the beginning of the Senate’s marathon debate over the budget reso…
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Episode 304: Sonali Pier of PIMCO: The intersection of Career, Credit and Culture
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24:41Sonali Pier is a Managing Director at PIMCO in Newport Beach, with a particular focus on Multi-Sector Credit. She previously worked as a credit trader and was named recently to the Marketwatch 50 most influential people in markets. Our conversation starts with her education, and a stock picking competition at the tender stage of sixth grade, which …
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Andrew Walworth, RCP White House correspondent Phil Wegmann and RCP Senior Elections Analyst Sean Trende discuss the reaction to Trump’s tariff announcement, including a Senate vote to rescind tariffs against Canada that passed with the support of all Democrats and four Republicans. They also talk about New York City Mayor Eric Adams’ announcement …
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss the results of elections in two Florida congressional districts and a statewide contest for the state supreme court in Wisconsin. Plus, they chat about the political consequences of Trump’s tariff policies. Then, they talk about U.S. Attorney General Pam Bondi’s decision to seek the death penalty …
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Judge Stops Trump’s Deportation of Venezuelan Migrants
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45:04Andrew Walworth, Tom Bevan, and Carl Cannon discuss the decision by a San Francisco judge to stop the Trump Administration from deporting up to 600,000 Venezuelan immigrants who are in the country illegally. They also talk about the fallout from the White House admission that it sent a Salvadoran who was suspected but not convicted of criminal beha…
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss tomorrow’s Wisconsin Supreme Court election and Elon Musk’s involvement, as well as Iowa Senator Chuck Grassley's bill to curtail activism by the courts, which was introduced today. They also talk about President's Trump’s remarks over the weekend saying he is “not joking” about a third run for th…
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss ICE's apprehension of a Turkish graduate student at Tufts University. Also, New York Representative Elise Stefanik is not going to the United Nations, but will continue to serve in Congress. Plus, they talk about last night’s appearance by Elon Musk and 7 DOGE executives on Fox News. Then, Andrew …
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Episode 303: Erik Hirsch of Hamilton Lane: Self-awareness at a firm and personal level as a key to driving meaningful change in private markets
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30:25Erik Hirsch is Co-Chief Executive Officer of Hamilton Lane, where he is responsible for the firm’s strategic direction and operations. The firm currently has over $900 billion in assets under management and supervision and is committed to driving meaningful change in private markets for the institutions and other clients that it serves. We start wi…
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Kristi Noem Tapes a PSA With Venezuelan Prisoners As A Backdrop
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45:05Andrew Walworth, Tom Bevan, and Carl Cannon discuss today’s arrest of an illegal immigrant accused of being a leader of MS-13. Also, Homeland Security Secretary Kristi Noem visits the Salvadoran prison where deported alleged Venezuelan gang members are being held to tape a video message discouraging illegal border crossing into the U.S. They also t…
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Andrew Walworth, Tom Bevan, and Carl Cannon discuss the release of text messages from the private thread of top US advisors discussing the strategy for U.S. strikes in Yemen, and the White House attack on Atlantic editor Jeffery Goldberg who was inadvertently included in the online discussion. They also talk about Senator Eric Schmidt’s hearings ye…
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National Security Advisor Mike Waltz in Hot Water Over Yemeni Bombing Leak
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45:04Andrew Walworth, Tom Bevan, and RCP White House Correspondent Phil Wegmann discuss the future of National Security Advisor Mike Waltz in the wake of revelations that he invited Atlantic Editor Jeffrey Goldberg to join a private text thread discussing strategy for U.S. strikes in Yemen that included other high level Trump advisors. They also talk ab…
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AOC and Bernie, Zelensky's Time Interview, Big Law vs. Trump, FBI “Honeypot”
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45:06Andrew Walworth, Tom Bevan, and RCP White House Correspondent Phil Wegmann discuss the duo’s “Fighting Oligarchy” Tour, the future of the Democratic Party, and whether Alexandria Ocasio-Cortez will run for president. Then they discuss next steps in Ukraine and President Zelensky's cover-story interview in Time magazine. Comedian Conan O’Brien is aw…
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Tom Bevan, Carl Cannon and Heather Wilhelm (Columnist for National Review) discuss Laura Ingraham's interview last night with Sam Corcos, a DOGE team leader working at the IRS. They also question - why the World Happiness Report is a sham, why Snow White is a train wreck, and why Gavin Newsom lied about LatinX? Then, Tom Bevan interviews Mark Penn,…
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