Episode Title: Solving the World's Greatest Problems: How Collaborative Giving Funds Are Reshaping Impact Capital

Guests: Zac Sicher (Fund Manager, Hunger & Joblessness — Solving the World's Greatest Problems) and Rebecca Yuschak (Grants & Operations Lead — Faith Driven Investor) Host: Justin Forman with Henry Kaestner

Key Topics:

• How philanthropic "first-loss" capital unlocks markets that investment capital alone cannot reach — and why the greatest innovations of the last 50 years started with charitable dollars
  
  
• The Jenga block framework: why attacking one structural pressure point in a complex problem (trafficking, hunger, housing) can cause the entire broken system to collapse
  
  
• The $14–16 trillion housing gap vs. $592 billion in annual US charitable giving — and why charity alone can never close it
  
  
• How Solving the World's Greatest Problems Collaborative Giving Funds work as professionally managed donor-advised funds — 100% of contributions deployed into the field
  
  
• Africa's structural hunger crisis: 378 million people facing solvable food insecurity, a 20x corn yield gap between Zimbabwe and the US, and 30–40% post-harvest food waste — and the market innovations targeting each
  
  

Notable Quotes:

"There is no shortage of money willing to chase profitable solutions. There is no shortage of money willing to follow. There is an immense shortage of money willing to go first." — Zac Sicher

"Capital, when structured properly, has the ability to solve the world's greatest problems. Not exclusively, but to play an important role in solving these problems." — Zac Sicher

"Charity alone was never gonna get us there in many of these times."

— Justin Forman

Eternal Perspective: Rewiring How Faith-Driven Investors Think About Reward, Heaven, and Stewardship

Host Justin Forman sits down with author and theologian Randy Alcorn — founder of Eternal Perspective Ministries and author of 65 books including Treasure Principle, Heaven, and Law of Rewards — for a conversation that challenges some of the most deeply held misconceptions in Christian life and investing culture. From the Protestant Reformation's unintended legacy on how we think about reward, to a vision of the new earth that reframes the very purpose of stewardship, this episode is essential listening for anyone who wants their financial decisions anchored in eternity.

Key Topics Discussed:

• The Protestant Reformation's unintended impact on how Christians misunderstand reward — and why Scripture actually celebrates God-given incentives for faithful stewardship
• Why happiness and holiness are not in conflict, and how getting this wrong has distorted how faith-driven investors relate to wealth, generosity, and purpose
• Heaven and the new earth re-examined: What resurrection bodies, physical work, and eternal creativity reveal about stewarding resources now
• The Ebenezer Scrooge model of generosity: How true conversion produces radical, joyful giving — not reluctant obligation
• Randy Alcorn's "eternal perspective" framework — the common thread through 65 books — and how it applies to every investment and stewardship decision

Notable Quotes:

"He is no fool who gives what he cannot keep to gain what he cannot lose." — Randy Alcorn (quoting Jim Elliot)

"God has not simply called us to holiness. God has called us also to happiness and there is no conflict whatsoever between them." — Randy Alcorn

"It is more blessed to give than to receive — the word translated 'blessed' is the Greek word Makarios, which means happy-making. It is more happy-making to give than to receive." — Randy Alcorn

About Randy Alcorn: Randy Alcorn is the founder of Eternal Perspective Ministries (EPM) and the bestselling author of 65 books, including Treasure Principle (over 1 million copies sold), Heaven, and Law of Rewards. A former pastor turned full-time writer and speaker, Randy's life work centers on one unifying theme: eternal perspective. He gives away all royalties from his books to support missions and ministry, living out the very principles he writes about.

Host Richard Cunningham is joined by co-host John Coleman and market experts Matt Monson (Public Equities, Sovereign's Capital) and Brian McClard (CIO, Blue Trust) for the March 2026 edition of Marks on the Markets. With Operation Epic reshaping global energy dynamics, AI rewriting the rules of markets and labor, and private equity at a critical inflection point, this panel of seasoned investors offers grounded, faith-driven perspective on navigating one of the most complex macro environments in recent memory.

Key Topics Discussed:

• The geopolitical and market implications of Operation Epic in Iran — and what it means for global oil supply and the Strait of Hormuz
• Why 75% of S&P 500 gains over the past three years came from just 41 AI-linked stocks — and why that era may be ending
• Small cap vs. large cap: the longest large-cap outperformance streak in 100 years, and why the rotation may finally be here
• AI and the labor market: separating fear-driven headlines from real economic data
• Private markets outlook — where to be bullish, where to exercise caution, and the private credit warning signs

Notable Quotes:

"If you were to take $600 billion in capex spending in 2026 amongst four companies… that's $300 billion worth of brand new depreciation that will flow through income statements for those four companies combined that needs to be offset with brand new AI profit." — Matt Monson

"Godliness with contentment is great gain… it's so easy to get wrapped around the axle with what we have or don't have and how we're progressing at building our own people." — Brian McClard

"What would it look like to answer the question before you get asked the question? You say, here I am, send me — and then you wait and see where he's gonna send you." — Matt Monson

About the Guests:

Matt Monson leads Public Equities Investing at Sovereign's Capital, bringing deep analytical rigor to faith-aligned portfolio construction across small, mid, and large cap markets.

Brian McClard is Chief Investment Officer at Blue Trust, a wealth management firm built on biblical principles, advising high-net-worth individuals and families on stewarding capital with eternal perspective.

John Coleman is co-host of the FDI Podcast, a principal writer on human flourishing at HBR, and author of the newly released Good Money — a framework for integrating money, investing, giving, and spending around a flourishing life.