Blythe Masters a Founding Partner of Motive Partners, a $6 billion specialist private equity platform that builds, backs, and buys technology companies that enable the financial services industry. Blythe spent 27 years at JP Morgan, starting as a teenager and rising to the firmwide Executive Committee. Her path included roles as the head of global commodities, head of corporate and investment bank regulatory affairs, CFO of the investment bank, head of the global credit portfolio and credit policy and strategy, and head of structured credit. Our conversation covers Blythe’s career trajectory at JP Morgan across asset classes, cycles, and crises. We then turn to the investment model at Motive and themes in asset and wealth management. We recorded this conversation on the iConnections Global Alts podcast stage, which explains the occasional wind gusts, airplanes overhead, sirens, and children playing in the background. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Jonathan Tepper is the founder of Variant Perception, an economic research group that works with institutional managers, hedge funds, and allocators to provide objective and comprehensive data to form actionable ideas from leading indicators and emerging trends. He is also the author of three books, the most recent of which, The Myth of Capitalism: Monopolies and the Death of Competition, received widespread acclaim earlier this year. Our conversation covers Jonathan's unusual upbringing, learning about currencies from Big Macs, building economic and liquidity forecasting models, and catering Variant Perception's research to investors. We then turn to The Myth of Capitalism, discussing the history, causes, and ramifications of the absence of competition in U.S. industries, natural and unnatural monopolies, examples in the tech giants, funeral home operators, airports, and hospitals, and what can be done to counter this negative trend.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership