Vincent
128 episodes listed below
Alternative markets, translated into investable questions.
Smart Humans with Slava Rubin is built for investors who want alternative markets explained in practical terms. Episodes move quickly from macro headlines and manager backgrounds to concrete exposure paths, valuation questions, and the risks behind private-market enthusiasm.
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Smart Humans with Slava Rubin is an alternative-investing show with the tempo of a live investor briefing. It is built around conversations with founders, asset managers, and market analysts who can explain where capital is moving. The show does not stay at the headline level for long. Recent episodes move from Iran, rates, recession risk, and software weakness into specific public and private-market ideas. A conversation with Anthony Scaramucci turns macro conditions into market calls, including public-market picks and Bitcoin conviction. Sessions with Jan-Erik Asplund turn pre-IPO curiosity into structured looks at companies such as Perplexity, Ramp, OpenEvidence, Apptronik, Shield AI, Databricks, Groq, Anduril, Anthropic, and Canva. The robotics episode broadens that lens into Tesla, Figure, Apptronik, humanoid form factors, pilots, and the possibility of large industrial outcomes. Crypto coverage is similarly direct. Reeve Collins talks through stablecoins, altcoins, Bitcoin, Solana, ETH, NFTs, real estate, and how digital assets may fold into ordinary finance. Private credit and alternative lending get equal attention through conversations with Paul Horvath and Ken Kencel. Those episodes put yield products, middle-market credit, inflation, and the evolution of private capital into a broader economic frame. The show's signature move is translation. It takes dense terms such as inference, sovereign AI, and stablecoins, then recasts them as investor questions. What changes now? What is the valuation? What is the route to exposure? What could make the trade work? The interviews are friendly but persistent, especially when guests try to stay broad. The host often pushes for numbers, allocations, timing, and clearer market logic. That gives the show a useful tension: polished finance access with enough friction to make the answers practical. It suits listeners who already care about markets and want a sharper read on alternative opportunities. It is educational, timely, and commercially aware, with repeated reminders that the material is market information rather than investment advice.
Made for: For investors, founders, and market-curious operators who want private markets, crypto, credit, and emerging technology explained without losing the numbers. It best suits listeners comfortable with financial risk and valuation talk.
What sets it apart: The show pairs alternative-investment guests with a persistent investor filter: access, timing, valuation, and exposure. It moves faster than a traditional finance interview and stays more concrete than most tech trend conversations.
Smart Humans explores the world of alternative investments. From Venture to Collectibles, NFTs to Real Estate, Art to Debt and beyond - we discuss a new world of investment opportunities and the catalysts that impact their demand. Join our host Slava Rubin as he talks with entrepreneurs, investors and thought leaders across the diverse ecosystem. Any data, text, or other content on this page is provided as general market information and not as investment advice. Past performance is not necessarily an indicator of future results. Investing involves risk and possible loss of principal capital.
Based on 4 episodes we listened to · September 2026
Slava Rubin turns emerging assets and pre-IPO companies into pointed conversations about business models, market position and portfolio decisions.
Smart Humans with Slava Rubin makes alternative investing concrete through interviews and company briefings. Rubin moves from pre-IPO companies and humanoid robotics to collectibles, real estate and crypto, repeatedly asking how an emerging market works, which businesses lead it…
Humanoid robots or soccer cards: Slava Rubin gives your investment curiosity two very different rabbit holes.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A direct macro conversation that turns market anxiety into a specific SAP thesis and a closing Bitcoin call.
Anthony Scaramucci's return to Smart Humans gets quickly to Iran, the economy, and the investment ideas he sees as suited to the current market.
A brisk crypto briefing that places digital assets inside the broader alternatives debate.
Reeve Collins gives this Smart Humans conversation a brisk, practical pass over stablecoins, Bitcoin, Solana, ETH, and the place crypto may occupy within the broader alternatives conversation.
A grounded look at robotics as an investable market, with hype kept mostly in check.
Smart Humans looks at humanoid robots as an investable category, with Jan-Erik Asplund helping sort out which companies seem furthest along and which parts of the market still feel early.
A brisk look at five pre-IPO names, with Grok's low-latency chip strategy as the main hook.
The episode covers five pre-IPO names, including Databricks, Grok, Anthropic, Andrel, and Canva, without getting stuck on any one of them. Slava Rubin and Jan-Erik Asplund keep the pace brisk and use the episode to sketch why these companies are drawing attention now.
A brisk 2026 look at pre-IPO venture, collectibles, crypto, and real estate.
This episode looks ahead to 2026 across pre-IPO venture, collectibles, crypto, and real estate, with Slava Rubin and Vincent co-founder Adam Katz keeping the discussion centered on what may shift and why it matters.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
On Smart Humans with Slava Rubin, Anthony Scaramucci discusses the Iran war’s effect on oil, inflation, interest rates, and the Strait of Hormuz, which he describes as carrying 20% of the world’s energy.
This episode analyzes Perplexity, a $20 billion AI startup, discussing its valuation, competitive position, and investment potential as part of a pre-IPO briefing series.
This episode features an interview with Orchard Global CEO Paul Horvath discussing macroeconomic trends, recession risks, interest rates, and investment opportunities in alternative lending.
This episode features an interview with Ken Kencel, CEO of Churchill Asset Management, discussing the evolution of private credit, market trends like recession and inflation, and the impact of AI on alternative investments.
This episode features an interview with Jan-Erik Asplund discussing five pre-IPO companies—Ramp, OpenEvidence, Apptronik, Whop, and Shield AI—that investors should know about.
Reeve Collins pulls the crypto talk back down to earth.
Slava Rubin turns the pre-IPO series toward humanoid robots.
Slava Rubin kicks things off with a quick look at five pre-IPO companies.
Slava Rubin and Adam Katz open with a look ahead to 2026.
This episode analyzes SpaceX's current valuation, growth prospects with its rockets and Starlink businesses, and investment considerations as part of a pre-IPO series.
This episode analyzes the valuations and investment opportunities across Elon Musk's companies, including Tesla, SpaceX, XAI, the Boring Company, and Neuralink, discussing how they function as an interconnected empire.
This episode explores investment strategies in the AI landscape, discussing whether to invest in public or private markets, identifying top players, and analyzing growth and stable opportunities.
This episode analyzes Stripe's pre-IPO investment potential, discussing its valuation, growth in payments and crypto, and whether it's overpriced, featuring insights from Sacra's Marcelo Ballvé.
This episode analyzes CoreWeave's pre-IPO prospects as an AI-focused GPU cloud provider, discussing its valuation, growth potential, and investment risks.