Andrew Krei
Chief Investment Officer at Crescent Grove Advisors, offering investment and macro risk perspective on markets, yields, and geopolitical concerns in this episode.
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23 snips
Aug 18, 2025 • 54min
Trump Will Call Putin to Push for Trilateral With Zelenskiy
Angela Stent, a Russia expert from the Brookings Institution, discusses the latest U.S.-Ukraine summit and its potential to reshape diplomatic relations. Andy Marsh, CEO of Plug Power, shares insights on the growth of hydrogen technology and its role in energy innovation. Jennifer Welch highlights the global economic implications of the Ukraine conflict, while Andrew Krei offers analysis on key macro trends. They delve into the delicate balance of diplomacy and business innovation amid geopolitical tensions, emphasizing the importance of strategic collaborations.
12 snips
Jan 23, 2026 • 28min
Major Storm to Test Power Grids Across Much of US This Weekend
Lauren Hochfelder, Morgan Stanley real assets lead, discusses long-term real estate themes and sector opportunities. Alexandra Levine, Bloomberg tech reporter, explains the Oracle-led TikTok US transaction and lingering security questions. Andrew Krei, Crescent Grove CIO, weighs market, yield and geopolitical risks. They cover the storm’s market impacts, TikTok’s structure, and where to find resilient real assets.
Feb 7, 2025 • 39min
January Jobs, AI Advertisements, and Super Bowl Betting
David Jones, CEO of The Brandtech Group, discusses how generative AI is reshaping Super Bowl advertising strategies and the rising costs associated with 30-second spots. Adam Greenblatt, CEO of BetMGM, shares insights on the booming sports betting market, including key betting trends surrounding the Super Bowl. Andrew Krei, Co-CIO of Crescent Grove Advisors, analyzes the economic implications of tariffs on investments, touching on strategies that navigate today’s market volatility. An engaging blend of technology, sports, and economics awaits!
