Y’all Street

In this episode, Evan sits down with Michael Lane, Head of Asset Management and Executive Vice President at SEI. Lane is responsible for the business and growth strategy for SEI’s Advisor and Institutional businesses in North America while also leading the firm’s investment management teams globally. He breaks down how SEI operates across financial advisors, institutional clients, and wealth platforms, sharing insight into managing a business that oversees trillions in assets, the importance of scale and diversification, and how maintaining a client-first approach drives long-term success. Lane reflects on his upbringing in Corning, New York, where being raised by a single father instilled independence and resilience early on, and how starting his career as a commission-based financial advisor pushed him to build trust, create value, and establish credibility quickly. Drawing from his experience at firms like Dimensional and BlackRock, he highlights key lessons around discipline, precision, urgency, and operating at the highest level within large, complex organizations. The conversation also explores the role of AI in wealth management, why human relationships remain essential in such a personal industry, and how young professionals can stand out by seeking opportunity, building strong networks, and earning their way through consistent effort. The episode ultimately offers a clear look into leadership, career growth, and the mindset required to succeed in a competitive and rapidly evolving industry.

Immediately following Arizona State’s series at Globe Life Field in Texas, Tarek is joined by Willie Bloomquist in his office overlooking ASU’s stadium to explore what goes into building and sustaining a high-level program in today’s evolving college sports landscape. The conversation highlights the rich tradition of ASU baseball, including its College World Series appearances, national championships, and legacy of Major League talent. Bloomquist shares how the rise of NIL and the transfer portal has reshaped recruiting and competition, creating a more complex and demanding environment than ever before. He dives into his coaching philosophy, emphasizing culture, discipline, and a commitment to the process over outcomes. Drawing from his 14-year MLB career, he reflects on the transition from player to coach and the experiences that shaped his leadership style. The discussion also explores the importance of mental toughness, using failure as a tool for growth, and identifying athletes who bring effort, attitude, and competitiveness beyond raw talent. The conversation ultimately offers a clear look into the mindset and standards required to compete—and win—at the highest level.

In this conversation, Tarek is joined by Steve Orr, Managing Director and Chief Investment Officer at Texas Capital. With more than three decades of portfolio management experience and credentials as both a CFA and Chartered Market Technician (CMT), Orr brings a deep perspective on markets, macro trends, and investment strategy. In the conversation, he breaks down the explosive growth of the “Texas Triangle” - Dallas-Fort Worth, Houston, and San Antonio - and how the region is evolving into a global financial hub as firms like JPMorgan Chase and Goldman Sachs expand their presence in the state. Orr also walks through his team’s “Four Rs” investment process, discusses current market signals through both technical and fundamental analysis, and shares his outlook on equities, bonds, and digital assets like Bitcoin. Throughout the discussion, he explores the larger forces shaping markets today - from demographic shifts and artificial intelligence to government policy and the broader economic momentum driving Texas’ rise as the center of “Y’all Street.”

On this episode of Y’all Street, Tarek sits down with Richard Rawlings, entrepreneur, media personality, and founder of Gas Monkey Garage. Rawlings reflects on a journey that began in Fort Worth, where he delivered newspapers with his father and started buying and selling cars as a teenager. Before turning 21, he served as a firefighter, police officer, and paramedic in Coppell, all while running side hustles in the car business. After leaving public service, he found success as a top salesperson and eventually the owner of a printing company, where he sharpened his instincts for design, marketing, and brand building. In 2003, he sold that business to launch Gas Monkey Garage with the goal of building a globally recognized automotive lifestyle brand. Nearly a decade later, that vision reached millions when Fast N' Loud premiered on Discovery Channel. In the conversation, Rawlings shares the bold moves that fueled the brand’s rise - including setting a transcontinental speed record in the legendary Cannonball Run - and explains why modern entrepreneurs should think like media companies, building loyal audiences through content, direct-to-consumer businesses, and relentless brand focus.

This week on Y’all Street, Tarek and Evan sit down with Brent Johnson, founder of Santiago Capital and creator of the “milkshake theory.” They unpack a career that spans growing up with “small town roots, big-time dreams” in Nebraska, playing basketball, attending Thunderbird for a global-focused business education, and working on Wall Street at DLJ and Credit Suisse in private wealth management. Fresh off speaking at the TG Macro Conference in Nashville, Brent reflects on shifting from gold-focused investing to analyzing the U.S. dollar as the “best of all bad options,” the rise of the Eurodollar market, and the global pivot from profits to power. He shares lessons from navigating financial institutions, founding independent ventures, and developing his market thesis. Throughout the conversation, Brent outlines his outlook on global trends, U.S. economic resilience, and the evolving role of national security and digital currencies in shaping financial power.

In this episode of Y’all Street, Tarek and Evan sit down with Tony Greer, founder of TG Macro and veteran Wall Street trader, to unpack a career that spans FX trading in the World Trade Center, precious metals in Zurich, serving as a gold dealer at Goldman Sachs, and ultimately launching his own independent macro research firm. Fresh off hosting the inaugural TG Macro Conference in Nashville, Tony reflects on reviving the live-event experience, the value of open debate with opposing market views, and why in-person events have become a true luxury in a digital world. He shares hard-earned lessons from the dot-com bubble, the rise and fall of day trading, and the transition from institutional sales trading to building a global subscriber base across 40 countries. Throughout the conversation, Tony outlines his disciplined approach to markets: letting price action lead, staying flexible as trends evolve, and prioritizing patience and risk control over emotion. As the discussion turns to what’s ahead, he explains why he believes market leadership may be rotating toward natural resources and cyclical sectors, setting the stage for a potentially different market environment as we move toward 2026.

In this episode of Y’all Street, Evan sits down with Robert Gottlieb - known to many simply as Bob - a former bullion banker with decades of experience in the global gold and silver markets. Bob spent much of his career at Citibank, running their bullion depository and seeing the industry transform from fully manual operations to advanced systems - the kind he saw firsthand at the Texas Precious Metals Depository before the interview. Throughout his career, he also held senior roles at RNB/HSBC, JP Morgan, and Koch, further shaping his perspective across major institutional bullion operations. Drawing on that experience, he joins the show fresh off the release of his new book, Mastering Gold and Silver Markets, to share insights from a career spanning major market cycles, institutional trading, and historic moments in precious metals. Throughout the conversation, he offers a practical, long-term view on gold and silver, dispels common market misconceptions, and explains how experience, discipline, and intention matter just as much as price action when navigating these markets.

In this episode, Tarek sits down with Daniel Cormier, one of the most accomplished and influential figures in modern combat sports, for a conversation that goes far beyond wins and titles. Known as “DC,” Cormier is a UFC Hall-of-Famer, former two-division champion, Olympic-level wrestler, and longtime UFC commentator whose career has been defined by discipline, resilience, and technical mastery. Born in Lafayette, Louisiana, he rose from elite collegiate and Olympic wrestling to capture both the UFC Light Heavyweight and Heavyweight titles, competing in some of the sport’s most iconic rivalries, including historic bouts with Jon Jones and Stipe Miocic. Today, Cormier continues to shape the sport as a respected broadcaster, a high school wrestling coach in California, and the leader of Daniel Cormier’s Wrestling Academy, where he trains fighters and young athletes with a focus on character, accountability, and long-term growth. In this episode, Daniel opens up about the evolution of his career and the legacy he hopes to build - not only as a champion, but as a father, coach, and mentor committed to setting a standard of excellence that lasts far beyond his own generation.

Mark Kerr, known as 'The Smashing Machine,' is a pioneering MMA fighter and two-time national champion wrestler. In a captivating conversation, he shares insights about his journey from collegiate wrestling to the UFC, the weight of his nickname, and the emotional impact of the film based on his life. Mark discusses the challenges of identity after fighting, his struggles with addiction, and how vulnerability led to personal growth. He also reflects on the evolution of MMA and the deep connections forged through shared experiences with friends like Dwayne Johnson.

Recorded during the 2025 National Finals Rodeo, five-time world champion steer wrestler Luke Branquinho joined Tarek Saab on the Y’all Street Podcast for a sit-down conversation reflecting on one of the most dominant careers in steer wrestling history. Raised on a multi-generation California ranch, Luke shares how his early start, family influence, and strong fundamentals shaped a career that included 14 NFR qualifications and five world championships. The episode explores what it truly takes to compete at the highest level, from the mental and physical grind to fighting through injuries and health challenges over the course of his career. Luke also discusses his transition into television commentary, his passion for growing the sport of rodeo, and what legacy really means - not just the buckles and awards, but the work, character, and consistency behind them.