Rigorous & Measured
The precision blade who reads everything and asks the questions Wall Street avoids
500+
Episodes Hosted
98%
Guest Satisfaction
25 min
Avg. Episode
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Personality
Blake's interviews feel different because he shows up differently. While most financial podcasters are building toward a narrative or working from a pre-written list, Blake has done the reading. He knows what his guest wrote three years ago, what they got wrong, what they've changed their mind on. This isn't performative preparation—it's the baseline. It means when a guest makes a claim, Blake can immediately ask where that idea came from, whether it's consistent with what they've said before, and what would have to be true for it to hold.
The real skill is in how he uses pressure without creating defensiveness. He's not trying to catch anyone in a lie. He's trying to separate what someone actually believes from what they're saying because it's what everyone says. His recurring segment, the consensus trap, takes a widely held market belief—the kind of thing that appears in every financial newsletter and gets repeated in every boardroom—and drops it into the conversation to watch what happens. Does the guest defend it reflexively, or do they actually think about it? Can they articulate why they believe it, or are they just repeating what they've heard? The best moments aren't when he proves someone wrong. They're when a guest realizes they've never actually questioned something they've built their career around.
Listening to Blake is like being in a room with someone who reads voraciously, thinks carefully, and refuses to pretend that conventional wisdom is the same as actual wisdom. He's not cynical about it. He's genuinely curious. That curiosity—the kind that comes from years of watching smart people make decisions based on incomplete reasoning—is what makes his show feel essential to anyone who works in finance or cares about how markets actually work.
Blake
So before we get into your latest thesis on private credit, I want to start somewhere else. What was your first job? Not your first finance job—your actual first job.
Guest
Oh, um, I worked at a grocery store when I was sixteen. Stocking shelves, running the register. Why?
Blake
Because I think how you learned to work matters more than where you learned finance. You learned about systems, about showing up, about what happens when you cut corners. That stays with you. Okay, so let's talk about private credit. I've read your last three pieces on this, and there's something I want to pressure-test. You've argued that private credit has become less risky as it's scaled, because managers have better data and better processes. Walk me through the math on that.
Guest
Well, the default rates have come down, and—
Blake
That's interesting. Default rates came down during a period when rates were low and credit conditions were loose. How much of that improvement is actually better process versus just a favorable environment?
Guest
Fair point. I... I hadn't fully separated those out.
Best For
Ideal for long-form conversations with investors, founders, and market participants who have real positions and need to defend their reasoning.
Perfect for identifying where market wisdom breaks down and where smart people are making decisions on autopilot rather than analysis.
Excels at extracting honest reflections from accomplished people about how they think, what they've learned, and where they've been wrong.
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