
Hosted by Goldrock · EN

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.

The Economist's Tom Easton has a unique lens via which to understand what's happening in the world’s most populous country and the 5th largest economy. During out podcast we discuss India's transition from "Basket Case to Bread Basket", how Synagogue attendance is a great measure of India's openness for business, and how excellence and motivation in education underpins the future. Tom Easton is The Economist’s India Business & Finance Editor and Mumbai Bureau Chief.