Podcast Episodes
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From Quant Investing to Venture Capital with Jim O'Shaughnessy
Season 1 Episode 238
In this episode we bring back one of our most popular guests. We speak with O'Shaughnessy Ventures founder Jim O'Shaughnessy about his transition fr…
2 years, 6 months ago
Understanding the Changing Macro Landscape with Warren Pies and Fernando Vidal
Season 1 Episode 237
In this episode, we speak with 3Fourteen Research founders Warren Pies and Fernando Vidal. We discuss 3Fourteen’s systematic macro process and how th…
2 years, 6 months ago
A Deep Dive into Credit Investing with Joe Hegener
Season 1 Episode 236
In this episode, we take an in depth look at the credit market with Asterozoa Capital CIO Joe Hegener. We cover the basics of the credit market, the …
2 years, 7 months ago
Quantifying Self Attribution Bias with Meng Wang
Season 1 Episode 235
When fund managers outperform, they tend to attribute it to their skill. When they underperform, they tend to blame external factors. While that info…
2 years, 7 months ago
All Weather Investing with Eric Crittenden
Season 1 Episode 234
In this episode, we talk all weather investing with Standpoint's Eric Crittenden. We discuss the case for an all weather strategy relative to a stock…
2 years, 7 months ago
The OPEX Effect with Jack, Justin and Brent Kochuba
We have launched a new podcast called the OPEX Effect with Spotgamma's Brent Kochuba. The monthly podcast will look at the impact of options on the s…
2 years, 7 months ago
Behind the Podcast: Flirting with Models | Corey Hoffstein
Season 1 Episode 233
In this episode we take a behind the scenes look at one of our favorite podcasts, Flirting with Models, with its host Corey Hoffstein. We discuss the…
2 years, 7 months ago
Show Us Your Portfolio: Jerry Parker
Season 1 Episode 232
In this episode we speak with Chesapeake Capital founder Jerry Parker about how he manages his personal portfolio. We discuss Jerry's trend following…
2 years, 8 months ago
Lessons From 30 Years as a Value Investor | Steve Romick
Season 1 Episode 231
In this episode, we speak with FPA Crescent Manager Steve Romick. Steve has built an exceptional long-term record using an approach that combines val…
2 years, 8 months ago
Excess Returns After Hours with Tobias Carlisle | Some Much Needed Therapy for Value Investors
It has been a painful last decade for value investors. In this episode, our good friend Tobias Carlisle returns to commiserate about the struggles of…
2 years, 8 months ago