Definitely Uncertain: The Private Wealth Podcast

In this episode of Definitely Uncertain, we dive into the complexities of the Israeli tax system for those making Aliyah or returning to Israel. Join us as we sit down with Gidon Broide, Managing Partner at Broide & Co., to uncover the "tax traps" that many people don't see coming until it’s too late.Navigating a move to Israel involves significant uncertainty, and for many, the biggest challenge is not knowing what they don't know regarding their financial obligations. Gidon shares his expert insights on the most common mistakes made during this transition and how recent changes to tax reporting rules have fundamentally shifted the landscape of pre-Aliyah planning.IN THIS EPISODE, WE DISCUSS:• The most common tax issues encountered by Olim and returning residents.• How to avoid "hidden" tax traps that are often overlooked.• The impact of Israel's new tax reporting rules on your financial strategy.• Real-world examples of how costly planning mistakes can be.• Opportunities and benefits that can be captured through careful, early planning.ABOUT GIDON BROIDEGidon Broide is the Managing Partner at Broide & Co. with over 20 years of experience in audit, tax, and consulting. He is a qualified CPA in both Israel and the US and is considered a leading expert on the taxation of trusts in Israel. Gidon is also a member of STEP (Society of Trust and Estate Professionals).Learn more: https://www.broide.com/ABOUT DEFINITELY UNCERTAINSince 2020, Goldrock has produced Definitely Uncertain, The Private Wealth Podcast. The podcast helps to unravel the many uncertainties facing high-net-worth families, covering topics ranging from investment strategies and macro trends to family governance and philanthropy.ABOUT GOLDROCKGoldrock is a trusted family office advisory firm - assisting significant families in the management of their affairs and financial assets. Goldrock understands the importance of wealth preservation and risk mitigation, and has first-hand experience managing significant family events and milestones. We are strong believers that asset allocation is the key driver to investment returns. We create our own global asset allocation which is applied uniquely to each family and work with the best investment managers from around the world. Our only interests are those of the families we serve. We are a fee-only, non-discretionary adviser. The firm was established in 1998 by Daniel Goldman.Learn more: https://www.goldrockcap.com/Subscribe to stay updated on how to navigate the uncertainties of private wealth.

In this episode, Prof. Avi Weiss, President of the Taub Center, joins us to discuss Israel’s long-term economic outlook.We examine fiscal sustainability, productivity, cost-of-living trends, high-tech concentration, demographic changes, and healthcare system pressures and what they mean for growth in the years ahead.A practical, data-driven discussion on structure, resilience, and opportunity.

What does smart decision-making look like when the rules aren’t clear?In this episode, Gideon Shaw breaks down how seasoned investors approach risk in highly uncertain environments from emerging sectors to volatile markets where information is incomplete and outcomes are hard to predict.We talk about decision frameworks, common mistakes professionals make under uncertainty, and the mindset required to stay disciplined when there’s no obvious “right” answer. A thoughtful conversation for investors, advisors, and anyone responsible for making high-stakes calls with imperfect information.

In this episode, we speak with Jonathan Lavender, Deputy Senior Partner and Head of Advisory at KPMG Israel, about how organizations are approaching AI adoption and what leadership teams should consider as AI becomes more embedded in business operations.Drawing on over two decades of experience advising private companies, private equity and venture capital funds, and multinational organizations, Jonathan shares insights on how companies can better align strategy, culture, and operating models with emerging AI capabilities.Topics discussed include:How organizations are thinking about AI adoption across industriesCommon organizational considerations when implementing AI toolsWhat defines an AI-ready organization todayHow leadership roles and skill sets are evolvingThe impact of Israel’s innovation culture on AI development🎧 Available on Spotify, Apple Podcasts, and YouTube

In this episode of the Definitely Uncertain Podcast by Goldrock, David Ram is joined by Eran Pasternak, Founder and Chairman of Pasternak Shoham Investment House, one of Israel’s leading public-market investment firms.Despite war, political volatility, and global uncertainty, Israeli equities have delivered strong performance over the past two years. Together, David and Eran unpack what’s really driving the Israeli stock market today—and whether this strength represents a new chapter or a long-overdue correction.The conversation explores:Israel’s macroeconomic position relative to OECD peersThe true drivers of recent equity market performanceSector concentration, liquidity, and the role of foreign capitalIsrael as a relative value opportunity versus global marketsThe relationship between public markets, the real economy, and the shekelHow political risk, elections, and fiscal pressures are (or aren’t) priced inThis episode offers a grounded, data-driven look at Israeli public markets—cutting through the noise to understand risk, resilience, and opportunity.

Right before the holidays and as we look toward the new year, we sat down with Daniel Krausz, Co-Founder and Partner at Blue Door Asset Management, to discuss what may be in store for markets in 2026.In this episode, Daniel shares his views on liquidity, central bank policy, corporate earnings, labor markets, market positioning, and the macro trends investors may be underestimating in 2026.

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.

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.

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.

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.