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<\/a>\nThe podcast features conversations with professionals across capital markets, offering perspectives into how investors approach portfolio construction, risk management, and evolving market dynamics. Advisors, founders, post-exit entrepreneurs, and individuals can tune in to gain a deeper understanding of markets with the series emphasizing structure, discipline, and long-term thinking over short-term predictions. That style of investing, working in concert with financial planning and tax preparation, is the heart of AlphaCore\u2019s wealth management philosophy.<\/p>
\nDr. David Stubbs serves as Chief Investment Strategist for the firm, where he contributes to AlphaCore\u2019s investment process and delivers macroeconomic and financial market insights to clients. He joined AlphaCore in 2025<\/a> after serving as a senior investment professional at Blackstone and J.P. Morgan, where he led multiple investment strategy teams across asset management and wealth management. At J.P. Morgan, he also served as a public spokesperson, frequently translating complex macroeconomic themes into accessible insights, an approach that informs his role as host of Upside Capture<\/i>.<\/p> \n\u201cCapital markets investing has become more accessible in recent years, but making sound decisions still requires a high level of discipline and expertise,\u201d said Dr. Stubbs. \u201cAt AlphaCore, this has been core to our approach since the firm\u2019s inception. With Upside Capture<\/i>, we\u2019re extending those insights more broadly giving listeners a clearer framework for navigating complexity and making more informed long-term investment decisions.\u201d<\/p> \nThe podcast builds on AlphaCore\u2019s investment in research, technology and advisor expertise, extending the firm\u2019s perspective on institutional quality insights to a broader audience through a scalable digital platform. As the firm continues to expand nationally, Upside Capture<\/i> enhances how AlphaCore engages with clients and delivers timely, relevant market insights.<\/p> \nThe first three episodes feature: Tom Cole, co-founder of Distillate Capital, discussing value investing in a modern context; Dan Ivascyn, Group Chief Investment Officer of PIMCO, examining how markets are responding to geopolitical tensions and evolving macroeconomic forces; and Stephanie Roth, Chief Economist at Wolfe Research, exploring the impact of higher energy prices on U.S. growth, inflation, and the Federal Reserve\u2019s policy outlook.<\/p> \nUpcoming episodes will feature Phil Hasbrouck (Cliffwater), Sonali Basak (iCapital) and Anastasia Amoroso (Partners Group).<\/p> \nThese episodes are available now on major podcast platforms, including YouTube<\/a>, Apple Podcasts<\/a>, and Spotify<\/a>.<\/p> \nAbout AlphaCore Wealth Advisory<\/b><\/p> \nAlphaCore Wealth Advisory is an independent wealth advisory firm dedicated to helping clients build, preserve, and protect their wealth. Headquartered in La Jolla, California, with offices nationwide, AlphaCore takes a comprehensive approach to wealth planning and strives to deliver sophisticated investment management services by providing access to both traditional and alternative investments. Supported by in-house research, operational resources, and modern technology, AlphaCore advisors place clients\u2019 goals at the center of every financial plan.<\/p> \nLearn more at www.alphacore.com<\/a><\/p>