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Value Investing, Compounding and Lifelong Learning with Gautam Baid
Season 1 Episode 162
In this episode we speak with Gautam Baid, author of The Joys Of Compounding: The Passionate Pursuit Of Lifelong Learning. We talk about the power of…
3 years, 10 months ago
Finding Opportunity in the Technology Stock Storm with Robert Cantwell and Lars Cianciolo
Season 1 Episode 161
After years of very strong performance, technology and growth stocks have had a much more difficult time in the last 18 months. Many of the highest m…
3 years, 10 months ago
Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan
Season 1 Episode 160
In this episode we are joined by Kai Volatility founder Cem Karsan. Cem has led the way in educating investors about the importance of option dealer …
3 years, 10 months ago
Investing in a World of Low Expected Returns with AQR's Antti Ilmanen
Season 1 Episode 159
Investors have enjoyed above average returns for decades now. But long-term evidence suggests that those lofty returns won't last forever. In this ep…
3 years, 10 months ago
The Average Investor's Guide to the Current Bear Market
Season 1 Episode 158
It would be an understatement to say there has been a lot going on in the market this year. Rising inflation has changed the game for economic policy…
3 years, 11 months ago
The Case for Long-Term Value Investing with Jim Cullen
Season 1 Episode 157
Value investing has been under fire in the past decade. Although value has performed much better since the COVID market bottom, it went through an ex…
3 years, 11 months ago
Six Experts Help Us Understand Momentum Investing
Season 1 Episode 156
Momentum is one of the more challenging factors for investors. Although the long-term evidence that supports it is very strong, many investors have a…
3 years, 11 months ago
Show Us Your Portfolio: Wes Gray
Season 1 Episode 155
In this episode of Show Us Your Portfolio we speak with Alpha Architect founder Wes Gray. We discuss the three principles he uses to build his person…
3 years, 11 months ago
Everything Investors Need to Know About Risk Parity with Adam Butler
Season 1 Episode 154
In this episode we take a deep dive into risk parity with Adam Butler of Resolve Asset Management. We discuss the foundational principles of the stra…
4 years ago
Systematic Global Macro Investing with GMO’s Martin Emery
Season 1 Episode 153
This week we speak with Martin Emery from GMO's Systematic Global Macro team. We discuss the current macro environment and what it means for long-ter…
4 years ago