Where the Conversation Goes Deeper Than the Headlines
Hosted by CAIA’s John Bowman, this podcast offers thoughtful dialogue with leaders across asset management. Each episode goes beyond surface-level sound bites to examine the nuance, trade-offs, and long-term thinking that define modern investing.
From systemic shifts to overlooked risks, we explore the ideas shaping the future of portfolio construction alongside practitioners, strategists, and visionaries from across capital markets.
No scripts. No shortcuts. Just sharp minds, candid conversations, and insights you won’t find on the typical market podcast.
Recent Episodes
SEASON 3 | EPISODE 8
NYC Live Show | Signal Overload – Allocating Long Term Capital as the World Rewires
Listen in for a live recording of CAIA’s Capital Decanted Podcast that was hosted in New York City—where the conversation goes beyond surface-level takes to explore the deeper…
SEASON 3 | EPISODE 7
The Prisoner’s Dilemma: Investing in the AI Build-Out
In every tech supercycle, investors are good at identifying disruptive technologies, but bad at picking the winners. AI is no different, except for the pace and velocity of growth, investment, and hype. And this time…
SEASON 3 | EPISODE 6
The Hardest Time in History to Manage Money?
Geopolitical change, product disruption, and technological transformation have all made this the most complicated moment in history to navigate capital markets. CAIA Association spent the last…
Sponsored By
Franklin Templeton Private Markets
Thank you to Franklin Templeton for their partnership
as the sponsor of Capital Decanted.
Meet Your Host
CEO, CAIA Association
John is the CEO of the CAIA Association, guiding the organization's global strategy, operations, and commitment to building a thriving community of investment professionals. With over 30 years in asset management, John is dedicated to reshaping the narrative around the value the investment profession brings to society. A passionate advocate for market integrity, long-termism, investor outcomes, diversity, human dignity, and educational standards, he continues to drive CAIA’s mission forward, ensuring the industry evolves with purpose and responsibility. John is a prolific speaker and writer, frequently keynoting industry conferences and appearing in investment and business publications.
John L. Bowman, CFA