In this episode of Definitely Uncertain, Amy Castoro and Darren Rockman discuss the complexities of multi-generational wealth transition and the crucial role that trust and communication play in maintaining family harmony. They explore why traditional wealth advisors often struggle to address the deeper emotional dynamics underlying family businesses and how "tranquilizer" governance structures can fail to prevent conflict. Through real-world examples, they highlight the necessity of understanding personal motivations and learning to listen deeply to co-design a sustainable family legacy.IN THIS EPISODE, WE DISCUSS:• Wealth transition statistics• Advisor skill gaps• Defining wealth purpose • Linguistic and somatic skills• Conflict red flagsABOUT AMY CASTORO:Amy Castoro is a recognized expert in preparing high-net-worth families to successfully transition wealth while maintaining family unity and control over assets. As President and CEO of The Williams Group, she leads a team dedicated to ensuring the smooth transfer of wealth across generations. Amy is also an accomplished author, keynote speaker, and senior family coach known for her direct yet compassionate approach, which fosters long-term relationships and delivers measurable results.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 of Definitely Uncertain, Alon Futterman & Daniel Goldman discuss how a community shattered by the events of October 7th began the long road to rebuilding. Alon shares the deeply personal story of how he received a phone call just three days after the attack and helped create a framework for recovery amid radical uncertainty. The conversation explores the evolving role of Jewish philanthropy, the challenge of engaging the next generation of donors, and what Israel's southern and northern communities will need most in 2026 and beyond.IN THIS EPISODE, WE DISCUSS:• Rebuilding Kfar Aza• Managing Crisis Under Uncertainty• Evolution of Jewish Philanthropy• Engaging the Next Generation• Future Priorities for Israel’s PeripheryABOUT ALON FUTTERMANAlon Futterman is Director of the Kfar Aza Foundation, which he took on after October 7th to lead the kibbutz community's recovery and rebuilding. He came to the role from serving as CEO of Keren Hayesod - United Israel Appeal, one of the four national institutions of the State of Israel and the Jewish people, and before that was the founding CEO of TALMA (2014–2022) — the flagship national English-education program run jointly by the Israeli government, the Schusterman Foundation, and the Steinhardt Foundation. Earlier in his career he was active professionally and as an activits in the world of politics. Alon was named one of the Jerusalem Post's 50 Most Influential Jews in both 2024 and 2025.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 of Definitely Uncertain, Adam Rozencwajg from Goehring & Rozencwajg returns to the podcast to discuss why he believes the global energy market is far tighter than most investors realize, arguing that oil shortages, underinvestment in energy production, and geopolitical disruptions are setting up a long-term commodity bull market. He explains why his firm shifted heavily from gold into oil and natural gas, outlines concerns about U.S. shale depletion, the Strait of Hormuz disruptions, OPEC instability, and inflation risks, while also sharing his outlook on gold, energy stocks, and the broader macroeconomic environment.

IN THIS EPISODE, WE DISCUSS:

• Commodity Markets
• Oil & Natural Gas
• Shift from Gold
• Geopolitical Risks
• Macroeconomic Outlook

ABOUT ADAM ROZENCWAJG

Adam Rozencwajg is a Co-Founder and Managing Partner at Goehring & Rozencwajg (G&R), a premier global natural resource investment firm based in New York. With 17 years of investment management experience in the natural resource sector, Mr. Rozencwajg is recognized as a leading authority on commodities, renowned for his contrarian, deep-value investment philosophy and original research spanning decades of long-term market cycles. His prescient investment themes and industry renowned and widely followed quarterly commentaries have cemented his status as one of the foremost experts in natural resources worldwide.

ABOUT DEFINITELY UNCERTAIN

Since 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 GOLDROCK

Goldrock 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 of Definitely Uncertain, we discuss we discuss the evolving landscape of private credit and the potential impact of AI on market performance. David Hirschmann of Permira Credit explores the current shift toward a lender's market and how recent technological launches, like Anthropic's Claude 4.6, have created market anxiety regarding software-related loans. The conversation examines the pressure to deploy capital in the retail channel and the widening of spreads in the European mid-market. Additionally, the guests analyze how tensions in the Middle East and energy supply dependencies are affecting global M&A activity and GDP forecasts.IN THIS EPISODE, WE DISCUSS:• AI and Software Vulnerability• Private Credit Market Shifts• Retail Channel Capital Flows• Sector Expertise and Performance• Effects of Regional Conflicts and Energy Supply on Global M&AABOUT DAVID HIRSCHMANNDavid joined Permira Credit in June 2015 as Head of Private Credit. In December 2023, David was named Co-Head of the business, where he holds the position of overseeing the direct lending and strategic opportunities strategies. He serves as a member of the Investment Committee for the direct lending and strategic opportunity funds, as well as a member of the Permira Credit Executive Committee. David has 27 years of European credit experience. Prior to joining Permira Credit, he was Managing Director at Barings (formerly Babson Capital), where he was responsible for sourcing and transacting opportunities and was a member of the private debt investment committee. Before that, David worked at UBS in Leveraged Finance and Financial Sponsors coverage.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 of Definitely Uncertain, we discuss what the new global environment means for global investing today. Join us as we sit down with Eran Peleg, a global financial markets advisor and investment strategist, discussing the fundamental shift from a global economy focused on "fast and cheap" efficiency to a "new regime" driven by geopolitics, state-led industrial policy, and persistent inflation. The conversation explores how investors must adapt their portfolios – moving away from traditional 60/40 models – to account for structural changes in tech leadership, commodity cycles, and the necessity of broader geographic and currency diversification.

IN THIS EPISODE, WE DISCUSS:

• The "New Regime" of Global Macro.

• Geopolitics as a Primary Driver.

• Challenging Tech and Dollar Dominance.

• Portfolio Structural Adjustments.

• Strategic Advice for Israeli Investors.

ABOUT ERAN PELEG

Eran Peleg is a global financial markets advisor and investment strategist. He teaches ‘geopolitics, global economy and financial markets’ at Tel-Aviv University and was formerly the Chief Investment Officer of Clarity Capital.

ABOUT DEFINITELY UNCERTAIN

Since 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 GOLDROCK

Goldrock 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 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 industries

• Common organizational considerations when implementing AI tools

• What defines an AI-ready organization today

• How leadership roles and skill sets are evolving

• The 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 peers

• The true drivers of recent equity market performance

• Sector concentration, liquidity, and the role of foreign capital

• Israel as a relative value opportunity versus global markets

• The relationship between public markets, the real economy, and the shekel

• How political risk, elections, and fiscal pressures are (or aren’t) priced in

This episode offers a grounded, data-driven look at Israeli public markets—cutting through the noise to understand risk, resilience, and opportunity.