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#21 - Bob Chagares: Logistics, E-Commerce, "Small Boxes"
Episode 21
Bob is the Founder and Chairman of High Street, which is a private real estate manager that has invested over $5B in industrial and logistics propert…
2 years, 4 months ago
#20 - Matt Smith: Ruffer, Market History, Outlook
Episode 20
Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insi…
2 years, 4 months ago
#19 - Michael Bego: Secondaries, Private Markets
Episode 19
Mike is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Mike shares insights about …
2 years, 4 months ago
#18 - David Samra: Value Investing, Market Efficiency
Episode 18
David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspect…
2 years, 4 months ago
#17 - Hal Hershfield: Behavioral Finance, Future Self
Episode 17
Hal is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management, and the author of Your Future Se…
2 years, 4 months ago
#16 - Gerard O'Reilly: DFA, Financial Science, Indexing
Episode 16
Gerard is Co-CEO, Co-CIO and Director of Dimensional Fund Advisors. DFA applies financial science to investing and manages over $700B. Gerard shares …
2 years, 5 months ago
#15 – Kjerstin Hatch: Muni Bond Market
Episode 15
Kjerstin is Founder and Managing Principal of Lapis Advisers, which she launched in 2009 to focus on special situation securities in the municipal bo…
2 years, 5 months ago
#14 – Glenn August: Oak Hill Advisors, Private Credit
Episode 14
Glenn is Founder, Senior Partner and CEO of Oak Hill Advisors, a $63B alternative investment firm. In a broad ranging conversation, Glenn talks about…
2 years, 5 months ago
#13 – Jim Haskel: Bridgewater, Diversification, Outlook
Episode 13
Jim is a Senior Portfolio Strategist and Head of Client Service at Bridgewater Associates, the world’s largest hedge fund. He is also Editor of the B…
2 years, 5 months ago
#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
Episode 12
Jeremy Grantham is the Co-Founder and Long-Term Investment Strategist of GMO, which manages over $60B. Jeremy discusses his background and shares fas…
2 years, 6 months ago