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The RTW Podcast

RTW Investments, LP

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We’re witnessing a healthcare revolution, as medical and science innovations transform the lives of millions. Join as we speak to bright scientific minds, inspiring company founders and healthcare champions that are driving this exciting period of scientific discovery. Subscribe to catch each episode as it goes live. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an in ...
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RTW

Rob Francois

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Join "Rad Rob" Rob Francois as he interviews Pro Wrestling's biggest names and discusses all professional wrestling organizations across the world with a no holds barred approach and thorough analysis. You will not want to miss all topics covered on the Rad Turtles Wrestling Podcast 3x per week brought to you by the R&R Podcast Network!
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Business Breakdowns

Colossus | Investing & Business Podcasts

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Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossu ...
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We empower individuals in need by teaching positive and servant leadership principles. Our focus is on facilitating a unique formal process to foster meaningful connections and forge unlikely friendships, nurturing a loving community. Additionally, we are committed to constructing a new modern campus with inclusive facilities to provide comprehensive and humane support for people in need. Ride The Wave Foundation (RTW), a non-profit organization, was established in 2023. We offer free busine ...
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Indie Travel Podcast

Craig and Linda Martin

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You want to go see the world? The Indie Travel Podcast serves as an online home to backpackers, expats, digital nomads and career breakers. We continue to find interesting stories from people on the road, amazing opportunities to fund people’s travels, and practical advice from every continent in the world. Recorded and produced by full-time travellers, not desk-jockeys.
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The Mesurables: A weekly “cultural podcast” inviting listeners into the world of designer Waraire Boswell. Waraire is a business chameleon, with a career spanning 20 years specializing in custom and RTW collections for a spectrum of highly coveted individuals and companies. Mesurable’s touches on all facets of the fashion industry, business and current events.
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Pro sailor. RYA Yachtmaster™ Ocean Instructor. Writer, Vlogger and Podcaster. Sponsored by www.freesailingtutorials.com and www.fierceturtle.co.uk. An Independent Blog for crew in training for the Clipper Round the World Race. This podcast is entirely independent of the Clipper Race, Clipper Training and Clipper Ventures. All views are entirely my own.
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Award-winning film producer and best-selling author Paul Furlong hosts a series of compelling conversations with world-class storytellers from all walks of life. These illuminating discussions uncover the recurring and unique principles these raconteurs employ in their storytelling to help you make your stories more engaging and better communicate your ideas to stimulate your audience to take action. Subscribe to get a new episode every fortnight.This podcast is brought to you by Opus Media ...
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Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer of RTW Investments. RTW was founded in 2009 and operates a sector-specific strategy in healthcare. We discuss the ev…
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Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American Tower I'm joined by William Heard, founder and CIO of Heard Capital Management. William founded Heard Capital in 2011. Today, the firm manages $2 billion in assets, holds about 15 to 20 names, and has very specific cri…
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Send us a text In a world of binaries, some choose to express themselves outside the rigid roles of "male" and "female". This week's guest speaker, Blaze, is one such individual who feels that their identity goes beyond what their assigned gender at birth was. In this episode of Ride The Wave, we learn about gender expression and identity of transg…
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Today, we are breaking down the insurance giant AIG. AIG's story is one of a remarkable turnaround, a tale of a global insurance giant emerging from near collapse during the great financial crisis. Over nearly two decades, AIG has transformed itself into a more focused and efficient property and casualty insurer. To grasp the magnitude of AIG's jou…
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Send us a text Being a parent is a tough but rewarding job. This week's guest, Sky King, has the added challenge of learning to give proper care to her two children with autism. Many people don't understand the care, patience, and learning that goes into parenting children with autism, but Sky talks about her experiences and how they gave her a loo…
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Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the New York City born coffee chain that now spans across twelve US states. This is a true look into what it takes to open up a coffee shop and the economics behind it. We get into what it's like to innovate in an industry where innovat…
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Send us a text A welcomed returning guest joins us once again on the Ride The Wave podcast! Javon Blue goes deep into explaining the question, "Does the school system actually prepare us for real life?". In this episode of Ride The Wave, we ask questions about how much the American school system really prepares us for life, and figure out how it ca…
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Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism in Japan. In this episode, I talk with Masumi Nishida, Partner and Managing Director for Dalton's Tokyo research office. As part of this intro, I brought on the catalyst for this episode, Nick Bartolo, founder and Managing Partner…
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Send us a text A leader should always empower their people, not strip them of it. This week's guest on the Ride The Wave Podcast, Ron Gelok, shares his experience of being a person who empowers others. Giving your employees purpose and inspiring them to be the best versions of themselves is what creates a healthy and stable relationship, while also…
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Join Rhonda and Will as they discuss the disappearance of three women from Springfield Missouri, sometimes referred to as the Springfield Three. If you have any information regarding the disappearance of the three women, contact the Springfield Police Department at 417-864-1810. You can reach us on Instagram: smalltownmissing Sources for this episo…
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Send us a text In this powerful episode of the Ride The Wave Podcast, we dive deep into the transformative power of positive thinking and how changing your mindset can change your life. Our returning guest, Javon Blue, brings his insightful wisdom and practical advice to help you shift your thought process, break free from negative patterns, and em…
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Join Rhonda and Will as they discuss these two Missouri missing person cases. Is Angela's disappearance a case of mistaken identity? You can reach us on Instagram: smalltownmissing Sources for this episode: Angela Marie Hammond – The Charley Project (2) NEW PUBLIC DETAILS ON 30TH... - Clinton Missouri Police Department | Facebook Hammond Angie flye…
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Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumers might not appreciate just how great of a business and stock this has been. Over the last 20 years, Sherwin has compounded earnings at 14% per year. And over those 20 years, the stock has returned 26…
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Send us a text Friend and beloved guest speaker Dr. Matt returns once again to the Ride The Wave podcast to spread his knowledge and wisdom about health and wellness. This time, he goes into depth about the paleo diet. This diet was the one of our ancestors, and has survived the tests of time in terms of viability sand health benefits it provides. …
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Join Rhonda as she provides information on three missing young girls. You can reach Rhonda on Instagram: smalltownmissing Sources for this episode - Karen Rosalba Grajeda – The Charley Project 1542DFAZ - Karen Rosalba Grajeda (doenetwork.org) https://charleyproject.org/case/adele-marie-wells https://www.doenetwork.org/cases/3820dfmi.html https://ch…
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Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005. Rakuten is the unique Japanese conglomerate that wasn't started over a hundred years ago and instead was part of the late nineties global int…
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Send us a text Methadone is a man-made opioid that is used to help with pain and lessen the effect of narcotic addiction. This "less addictive" description is almost an oxymoron however, as no matter the dose, narcotics will always have an addictive draw to them. Today's episode of the Ride The Wave Podcast welcomes guest speaker Marvin Adrizano, a…
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Three young women vanished from California towns over 50 years ago. Rhonda reviews details and descriptions of each of the three disappearances. You can reach me on Instagram: smalltownmissing Sources for this episode: Cindy Lee Mellin – The Charley Project Cindy Lee Mellin | State of California - Department of Justice - Office of the Attorney Gene…
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Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world. The company designs and develops systems for anything revolving arou…
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Send us a text We always hear that America is a melting pot of cultures, but what you rarely find out is how these cultures got here. This week's podcast guest speaker is David Ferrao, A first generation immigrant of mixed country origins. David relays his and his family's history, with insight on just how much hardship can shape a person's life. D…
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Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net asset value. Our guest to break down 3i is Luke Bridgeman, a partner a…
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Send us a text Ride The Wave has been a dream come to fruition for its founder, Jeff Fisher. The podcast is only one axis of the overall goal to help those in need. The building of the foundation, and now the upcoming release of the 'Wave Maker' book are exciting steps into a future of teaching and supporting those who want to also seek to help oth…
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This is Matt Reustle. We're coming up on 200 episodes of Business Breakdowns, and one of the best things about hosting this show is that while each episode brings something completely different, you start to see the connective tissue that ties businesses together. We're often asked, "What's your favorite episode?" I certainly have favorites, but th…
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Send us a text Fentanyl is a drug that is always talked about on the news for the havoc it causes in destroying people's lives. Hearing about what Fentanyl does to the mind and body from a person who has never experienced addiction before tends to do more harm than good, however. The dehumanization of addicts is widespread and rampant within media,…
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This is Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid handling equipment and industrial products. Graco was founded in 1926 and has become a global leader in the design and manufacturing of systems and components used to move, measure, control, dispense, and spray a wide variety of fluids and powders. If you've ever…
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Sarah Boyce from Avidity Biosciences and Piratip Pratumsuwan from RTW Investments explore the strategic decisions and innovations that have driven Avidity's success. They cover her approach to overcoming the challenges of scaling a biotech company, the impact of Avidity’s groundbreaking work on treating rare genetic disorders, and Sarah’s vision fo…
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Send us a text Getting stuck at a dead-end job is a familiar feeling to most, especially one that has management who tries to keep you down. Many job workplaces have a toxic environment, leading to high turnover rates, low employee morale, and a faltering workforce. This week's Ride The Wave podcast guest speaker however crushes those damaging ways…
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I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates across the entire energy value chain, with a significant presence in both conventional and renewable power. What makes this company particularly interesting is its position at the forefront of the energy transition. Siemens …
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Send us a text Ride The Wave podcast once again welcomes Dr. Matt to the show, this time gaining important insight on bodily health through what we do and eat. Dr. Matt lives by the 80/20 rule, a belief that 20% of the energy put into something nets 80% in returns. This episode of the Ride The Wave podcast focuses on making positive choices for you…
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Today we are diving into the economics of the Olympics. It's a timely episode with the Paris Games ongoing right now and the economic reality for host cities is extremely poor. It's estimated that Paris is going to spend $9 billion for these 2024 games and in return, they'll generate revenue somewhere in the mid-single-digit billions. Our guest is …
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Send us a text City Relief is an organization that aims to assist and provide care for homeless individuals. With poverty and homelessness on the ride, City Relief is one of many foundations dedicated to helping combat and eliminate these issues that plague our society. Joe Shultz, Director of NJ Programs for City Relief, joins us today on the Ride…
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Today, we are breaking down Axon Enterprise. You may know Axon as the pioneer of the taser. The business has truly evolved over the years and now has expanded into body cams and other supporting tools for law enforcement and the defense industries. Our guest is Danielle Menichella, portfolio manager at Sands Capital Management. Danielle details not…
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Send us a text Drug addiction is a crippling situation to deal with. Many struggle for years trying to rid themself of this psychological choke hold on their lives, and while some break free, many do not. This week's podcast guest, Marvin Adrizano, shares his story of coping with drug addiction. His love and desire to take care of his family drove …
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Send us a text Reaching the pinnacle of fame to be among the stars of Hollywood is a common dream of many people. What often goes untold however, is the deep evil that is taking place behind closed doors. Podcast friend and returning guest Javon Blue joins us on this episode of Ride The Wave to discuss the corruption of Hollywood, and how cases of …
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Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this business in the 1970s. But as we discuss the history of Rolls-Royce on this episode, you will hear how the DNA of this company still ties together from its early 1900s origins. Our guest is Graeme Forster fr…
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This is Zack Fuss. Today, we are breaking down Cintas Corporation. It is America's largest uniform rental company, and for around $1.50 per worker per day, Cintas will collect, clean, and replace uniforms for organizations in industries such as lodging, hospitality, entertainment, manufacturing, and retail. To help break down Cintas, I am joined by…
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Send us a text Returning podcast guest Carmela Livera shares her journey of needing a new kidney. Hope turned to hardship, as her healing journey was put on pause due to needing this life-saving organ in order to function at full capacity. The sadness and pain that comes from this setback did not dampen Carmela's spirits however, as her ability to …
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This is Matt Reustle. Today, we are breaking down Mineral Resources. Even if you've had some bad experiences investing in commodities, I would not skip over this one so quickly. Fraser Christie, investor at TDM Growth Partners, joined me to talk about how MinRes has taken a different approach to the historically cyclical boom-bust industry. We walk…
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Send us a text In today's episode, our guest Tatum Williams goes into detail about how he lives his life with purpose in every action. Younger years of live provide volatile and explosive forms of expression. Not all of these reactions are positive, however. Acting unintentionally or being reactionary instead of thinking through your choices can af…
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Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbrands' Top 100 Brand list for most of the 2000s. I'm joined by Portfolio Manager, Joseph Shaposhnik. We discuss how Motorola achieved stealth success over the past 15 years while Apple overtook its icon…
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Send us a text Growing up poor fundamentally shapes one as a person. Our guest on today's episode of Ride The Wave knows this all too well. From living in a cramped basement apartment at a young age, Ron had to learn the ways of the hustle from his father in order to make ends meet. Side hustles are usually a temporary way to gain income, but for o…
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This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than 11,000 marinas, grossing over $6 billion in sales. Today, there is a 12 to 1 ratio of registered boats versus the supply of rentable wet slips and dry storage spaces. Zoning regulations lead to limited supply growth, which has led to a sustained…
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Send us a text Ride The Wave has finally hit its 20th episode! Join us in this special with our two podcast hosts Jeff and Mark, as they both go over the past episodes of the show. It's been an incredible journey of learning and uplifting the voices of others, and a learning experience overall of what it's like to run both a show, and a foundation.…
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Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-owned and operated business, a business that went through a massive pivot years into existence, a business that's replicating the Amazon model to succe…
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Send us a text In today's episode, our guest, Alvin Corbett, tells his story about living in the New Jersey housing Projects. Once a fairly normal community, the 80s and beyond brought the "Dog Pound" projects into turmoil as the crack epidemic came in full swing. Alvin lost many people dear to him, and saw his community turn dark from drugs, viole…
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This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian serial acquirers. Lifco’s business focus is to acquire and develop market-leading niche companies that run independently and are largely self-funded business units. Carl Bennet, the current chairman, is the architect behind…
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We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed at boosting the US's semiconductor manufacturing capabilities to better compete with East Asia. America had b…
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