Podcast Episodes
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Clare Flynn Levy and Cameron Hight - Moneyball for Managers
Episode 43
Our exploration of the use of modern data analytics to enhance investment results continues this week with two of the leading providers of tools for …
8 years ago
Basil Qunibi - Moneyball for Allocators
Episode 42
Increased sophistication in manager assessment is an important trend in the search for alpha. My conversations with Michael Mauboussin and Annie Duke…
8 years ago
Rick Selvala - Harvesting Volatility
Episode 41
Rick Selvala is the co-founder and CEO of Harvest Volatility, a ten-year old manager of a variety of volatility strategies that oversees $13 billion …
8 years ago
Ali Hamed - Novel Asset Investing
Episode 40
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and inves…
8 years ago
Annie Duke - Improving Decision Making
Episode 39
Annie Duke is a renown public speaker and decision strategist. For two decades, she was one of the top poker players in the world, including winning …
8 years, 1 month ago
Seth Masters – Investment Polymath
Episode 38
Seth Masters recently retired from Alliance Bernstein, where he spent 26 years across six different careers. He started as an analyst in emerging m…
8 years, 1 month ago
Bill Spitz – Seasoned Commodore
Episode 37
Bill Spitz was the longtime head of Vanderbilt University's endowment before retiring, for the first time, in 2007. He has received numerous lifetime…
8 years, 1 month ago
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics
Episode 36
Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the m…
8 years, 2 months ago
Margaret Chen – Leadership and Outsourcing the Investment Office
Episode 35
Margaret Chen is the Head of CA Capital Management, Cambridge Associates' $20 billion Outsourced Chief Investment Officer (OCIO) business. She has s…
8 years, 2 months ago
Deep Dive into Hedge Funds
Episode 34
I've received several emails over the last bunch of months asking for my take on the investing world and the topics we cover on the show. Fortunatel…
8 years, 2 months ago