Episode Details
Back to EpisodesRupal Bhansali: FAANG Stocks Are 'Extremely Risky'
Description
Our guest on the podcast this week is Rupal Bhansali, Ariel's chief investment officer of international and global equities. She manages Ariel International and Ariel Global and also oversees Ariel's global-equity research team. Bhansali has nearly three decades' worth of experience. Prior to joining Ariel, she managed international-equity portfolios and served in leadership positions at MacKay Shields and Oppenheimer Capital. She also has experience in the hedge fund world, including a stint at Soros Fund Management.
Background Information
- Rupal Bhansali bio
- Morningstar Analyst Report for Ariel International
- Morningstar Analyst Report for Ariel Global
- "10 Questions With Rupal Bhansali"
- Investment philosophy
- Approach to global markets
- Approach to risk management
- Non-Consensus Investing: Being Right When Everyone Else Is Wrong
Other Topics Referenced in This Episode
- "Banking Collapse of 2008: Three Weeks That Changed the World"
- Quantitative easing definition
- Regulation Fair Disclosure
- Channel check definition
- Government Pension Investment Fund
- Sovereign wealth fund definition
- "A $30 Billion Exodus Puts Hedge Funds for the Masses to the Test"
- Investors Still Pouring Money Into Passive Funds
**About the Podcast:** *The Long View* is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver.
About the Hosts: Christine Benz and Jeff Ptak have been analysts and commentators on investments and the investment industry for many years. Christine is Morningstar's director of personal finance and senior columnist for Morningstar.com. Jeff is head of global manager research for Morningstar Research Services, overseeing Morningstar's team of 120 manager research analysts in the U.S. and overseas.
To Share Feedback or a Guest Idea: Write us at TheLongView@morningstar.com
(Disclaimer: This recording is for