Definitely Uncertain: The Private Wealth Podcast

• Madrid Real Estate: What Global Investors Need to Know Right Now - Ep 124

  Join host David Ram, Partner at Goldrock, in this episode of the Definitely Uncertain podcast as he sits down with Carlos Zucchi, Partner & CEO at Argis, a Madrid-based real estate investment and management firm. Together, they dive into the fast-changing world of Spanish residential real estate — from regional risks and regulation to demographic trends, bank financing, and the growing demand for greener homes.If you're curious about how Spain’s housing supply gap, immigration flows, construction costs, or macro shifts are shaping opportunities for global investors, this episode is for you.Tune in for sharp insights, real-world examples, and a forward-looking take on where Madrid’s market may beheaded over the next five years.

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• From Legacy to Leadership: Mark Wilf on Business, Philanthropy & the Jewish Future - Ep 133

  We had the privilege of having Mark Wilfon the Definitely Uncertain podcast. Mark is Chairman of the Board of Governors of The Jewish Agency for Israel, a partner at Garden Homes, owner of several professional sports teams, and a longtime leader in Jewish communal life.Together, we discussed his family story andthe values he grew up with as the son of Holocaust survivors, lessons from building and leading businesses across generations, and what sports ownership has taught him about leadership and risk. We also talked about how capital and philanthropy can make the biggest impact in Jewish life and in Israel, the challenges and opportunities facing Jewish institutions today, and the evolving relationship between Israel and the Diaspora. Along the way, Mark shared his message for the next generation of Jewish leaders.It was a thoughtful, wide-ranging conversation about leadership, responsibility, and the future of Jewish life.

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• Navigating Markets and Macro Risks: Lessons for HNW Families with Alexandre Tavazzi

  In this episode, we sit down with Alexandre Tavazzi to explore the complex world of markets and macroeconomic risks, and what they mean for high-net-worth families. Alexandre shares his insights on the recent weakness in the US dollar, the current state of equity markets, and the opportunities in Europe, Japan, and emerging markets like India.We dive deep into portfolio strategy, discussing the evolving relevance of the traditional 60/40 model, the role of gold and silver, and the challenges facing private equity in 2025, including liquidity bottlenecks and structural shifts. Finally, Alexandre provides practical guidance on common mistakes wealthy families make when navigating big macroeconomic changes, from rising rates and inflation to geopolitical tensions.Whether you’re an investor, advisor, or simply interested in understanding the forces shaping global markets, this episode provides actionable insights and a nuanced perspective on managing risk and opportunity in today’s complex financial landscape.

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• How to Build a Smarter Portfolio in 2025 with Matheus Dibo | Episode 131

  Markets are at a crossroads—but what’s actually moving the needle as we head into 2025? In Episode 131, host Darren Rockman welcomes Matheus Dibo, a senior investmentstrategist with 15 years of experience spanning São Paulo, New York, and now London.They dig into:• Why equity valuations are at levels rivaling the dot com peak• Macro indicators to monitor as central banks navigate high-rate terrain• Tactical moves across equities, bonds, currency, and emerging markets• How AI adoption is rewriting investment playbooks—and what it means for risk• Where China and digital assets (including Bitcoin) fit in a forward looking portfolioExpect real-world insights, sharp analysis, and actionable ideas to help you design a resilient and growth-minded strategy for the year ahead.

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• Commodities: Cycles, Scarcity & Natural Resources with Adam Rozencwajg - Ep 130

  Commodities at a Turning Point: Cycles, Scarcity & the Case for Natural ResourcesIn this episode of the Definitely Uncertain podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring & Rozencwajg, an investment firm focused on the natural resources sector.They explore the long-overlooked case for commodities—including gold, uranium, platinum, and more—as the world faces structural underinvestment and shifting global capital flows. Adam unpacks why we may be entering a new multi-year bull market for commodities, and how investors should think about positioning for the decade ahead.🎧 Tune in to learn:Why commodities may be historically undervaluedWhat ESG, regulation, and capital constraints mean for future supplyWhere the most asymmetric opportunities lie in energy and metalsWhy this moment may echo 1972 or 2000 for contrarian investorsSubscribe to Definitely Uncertain for thoughtful, long-term investment conversations from Goldrock, a global multi-family office.

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