Definitely Uncertain: The Private Wealth Podcast

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.

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 portfolio

Expect real-world insights, sharp analysis, and actionable ideas to help you design a resilient and growth-minded strategy for the year ahead.

Commodities at a Turning Point: Cycles, Scarcity & the Case for Natural Resources
In this episode of the Definitely Uncertain podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring & Rozencwajg, an investment firm focused on the natural resources sector.

They explore the long-overlooked case for commodities—including gold, uranium, platinum, and more—as the world faces structural underinvestment and shifting global capital flows. Adam unpacks why we may be entering a new multi-year bull market for commodities, and how investors should think about positioning for the decade ahead.

🎧 Tune in to learn:

• Why commodities may be historically undervalued

• What ESG, regulation, and capital constraints mean for future supply

• Where the most asymmetric opportunities lie in energy and metals

• Why this moment may echo 1972 or 2000 for contrarian investors

Subscribe to Definitely Uncertain for thoughtful, long-term investment conversations from Goldrock, a global multi-family office.

On this episode of the Definitely Uncertain podcast, Darren Rockman sits down with Rob Rackind, a veteran global real estate investor and former Global Head of Real Estate at Credit Suisse. With over 30 years of experience building and managing real estate platforms around the world, Rob shares his perspective on today’s rapidly shifting market.They discuss the future of the office sector, opportunities in private real estate lending, how to spot strong fund managers, and what global regions may offer the most promise for investors right now.If you're thinking about where real estate fits into your portfolio today, this episode is not to be missed.

In this episode, Daniel Goldman sits down with Gila Tolub —a former McKinsey partner who has spent the last two decades working acrosshealthcare innovation, strategy, and leadership development. Gila shares herjourney from advising Fortune 500s and leading McKinsey’s vaccine and healthequity initiatives, to her recent work supporting trauma healing efforts inIsrael through Merhav Marpe and the launch of ICAR Collective.

Together, they explore how strategic thinking can be appliedto philanthropy, how families can give more intentionally, and why mentalhealth in Israel needs a smarter, more data-driven approach. It’s a thoughtful,wide-ranging conversation about purpose, impact, and what it means to lead withboth heart and rigor.