In this episode of The Intentional Investor, Matt Zeigler sits down with Mat Cashman to explore the path from classical saxophone to options trading, market making, education, and career reinvention. The conversation covers music, perfectionism, teaching, the CBOE trading floor, risk, failure, identity, and what it means to keep learning after life forces you to change direction.

Once upon a time, companies went public to raise money. You’d go on a road show to pitch your story and drum up interest, you'd float a big pile of stock, and then you’re off to the races to go build your company. Turns out, that’s not really the case anymore.

This episode explores the career, mindset, and investing philosophy of Marc Rubinstein, tracing his journey from equity research in the 1990s through the Global Financial Crisis and into his current thinking on markets, optionality, and decision-making. Through personal stories and market insights, the conversation examines how experience, temperament, and historical awareness shape long-term success in investing and life.

Three years ago, private credit was boutique. Today it's $1.8 trillion woven into pension funds, insurance companies, and 401(k)s. When Grant Williams dove into the history of the industry up into the present moment of credit market stress, we realized his words tangibly describe what several of our Perscient Pro Storyboards are depicting. Expert analysis and market narrative tend to converge when something genuinely important is unfolding. We break both down here.