How do you make informed investment decisions when the world feels increasingly unpredictable?

In Episode 41 of the Tao of Chao Podcast, Philip Chao welcomes Jacob Miller, Head of Investments at Opto Investments and former investor at Bridgewater Associates, for a conversation about private markets, global macroeconomics, artificial intelligence, and the interconnected forces shaping today's economy.

Drawing on his experience across institutional investing and private markets, Jacob shares why understanding long-term trends, market structure, and systemic risk can provide a stronger framework for navigating uncertainty than reacting to short-term headlines.

Key insights include:

• How private markets are creating new opportunities for investors
• Lessons from global macro investing and economic cycles
• The growing influence of artificial intelligence on the economy
• Why debt, monetary policy, and systemic risk matter
• The importance of trust and critical thinking in a rapidly changing world

This episode explores how investors can develop a broader perspective, navigate complexity with greater confidence, and focus on the long-term forces shaping the future.

👓 Learn more about our HOST

Philip Chao
Website: https://philipchao.us
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DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

What powers the economy of the future?

In Episode 40 of the Tao of Chao Podcast, Philip Chao welcomes Tyler Rosenlicht for a conversation about infrastructure, energy, commodities, and the long-term trends shaping the global economy.

As artificial intelligence, electrification, and rising global demand increase the need for reliable infrastructure, Tyler explains why investors should look beyond technology itself and consider the essential assets that support modern economies.

Key insights include:

• Why infrastructure is more than roads and bridges
• How real assets can improve portfolio diversification
• The relationship between inflation and infrastructure investing
• Why electricity demand is entering a new growth cycle
• How AI is reshaping infrastructure and energy needs

This episode explores how infrastructure, real assets, and energy may play an increasingly important role in tomorrow's economy.

👓 Learn more about our HOST

Philip Chao
Website: https://philipchao.us
Follow Philip on LinkedIn

DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

How much of our potential do we leave behind simply because something feels uncomfortable?

In Episode 39 of the Tao of Chao Podcast, Philip Chao speaks with NASCAR driver and keynote speaker Julia Landauer about how discomfort, risk, and resilience influence long-term success.

Julia reflects on her experience in racing, where failure is frequent and recovery is essential, and how that mindset translates into career decisions, personal growth, and navigating uncertainty.

Key insights include:
• Why discomfort is not a valid reason to avoid action
• How repetition builds confidence over time
• The importance of setting a clear long-term direction
• Why embracing failure improves resilience
• How to evaluate risk with both preparation and perspective

This episode explores how growth often begins in the moments we instinctively want to avoid.

👓 Learn more about our HOST

Philip Chao
Website: https://philipchao.us
Follow Philip on LinkedIn

DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.