AlphaCore Wealth Advisory Launches Upside Capture Podcast With Host Dr. David Stubbs

New series expands firm’s thought leadership platform, delivering institutional market insights to advisors and investors navigating complex capital decisions

LA JOLLA, Calif.--(BUSINESS WIRE)--AlphaCore Wealth Advisory (AlphaCore), an independent registered investment advisory firm, today announced the launch of its new podcast, Upside Capture. Hosted by Dr. David Stubbs, the show is designed to provide advisors and investors with clearer understanding of markets, strategy, and risk supporting more informed investment portfolio decisions. The podcast reflects AlphaCore’s commitment to making institutional investment perspectives more accessible, so that clients can reach their financial goals.

The podcast features conversations with professionals across capital markets, offering perspectives into how investors approach portfolio construction, risk management, and evolving market dynamics. Advisors, founders, post-exit entrepreneurs, and individuals can tune in to gain a deeper understanding of markets with the series emphasizing structure, discipline, and long-term thinking over short-term predictions. That style of investing, working in concert with financial planning and tax preparation, is the heart of AlphaCore’s wealth management philosophy.

Dr. David Stubbs serves as Chief Investment Strategist for the firm, where he contributes to AlphaCore’s investment process and delivers macroeconomic and financial market insights to clients. He joined AlphaCore in 2025 after serving as a senior investment professional at Blackstone and J.P. Morgan, where he led multiple investment strategy teams across asset management and wealth management. At J.P. Morgan, he also served as a public spokesperson, frequently translating complex macroeconomic themes into accessible insights, an approach that informs his role as host of Upside Capture.

“Capital markets investing has become more accessible in recent years, but making sound decisions still requires a high level of discipline and expertise,” said Dr. Stubbs. “At AlphaCore, this has been core to our approach since the firm’s inception. With Upside Capture, we’re extending those insights more broadly giving listeners a clearer framework for navigating complexity and making more informed long-term investment decisions.”

The podcast builds on AlphaCore’s investment in research, technology and advisor expertise, extending the firm’s perspective on institutional quality insights to a broader audience through a scalable digital platform. As the firm continues to expand nationally, Upside Capture enhances how AlphaCore engages with clients and delivers timely, relevant market insights.

The first three episodes feature: Tom Cole, co-founder of Distillate Capital, discussing value investing in a modern context; Dan Ivascyn, Group Chief Investment Officer of PIMCO, examining how markets are responding to geopolitical tensions and evolving macroeconomic forces; and Stephanie Roth, Chief Economist at Wolfe Research, exploring the impact of higher energy prices on U.S. growth, inflation, and the Federal Reserve’s policy outlook.

Upcoming episodes will feature Phil Hasbrouck (Cliffwater), Sonali Basak (iCapital) and Anastasia Amoroso (Partners Group).

These episodes are available now on major podcast platforms, including YouTube, Apple Podcasts, and Spotify.

About AlphaCore Wealth Advisory

AlphaCore Wealth Advisory is an independent wealth advisory firm dedicated to helping clients build, preserve, and protect their wealth. Headquartered in La Jolla, California, with offices nationwide, AlphaCore takes a comprehensive approach to wealth planning and strives to deliver sophisticated investment management services by providing access to both traditional and alternative investments. Supported by in-house research, operational resources, and modern technology, AlphaCore advisors place clients’ goals at the center of every financial plan.

Learn more at www.alphacore.com