[ad_1] Episode #507: Thomas George, Grizzle – Disruption at a Affordable Worth Visitor: Thomas George is the President of Grizzle and Portfolio Supervisor of the DARP ETF. Date Recorded: 10/25/2023 | Run-Time: 50:37 Abstract: In at this time’s episode, Thomas talks about investing in disruption at an inexpensive worth. Key phrase: cheap. He talks concerning the sector and thematic focus of the ETF and takeaways from the 2022 sell-off within the growthier components of the market. As we wind down, he walks via the efficiency of Amazon since its IPO and why it makes for an ideal case research for…
Author: Meb Faber
[ad_1] “He was a U.S.-class easy politician, which is the one method you’re going to outlive in that job. It has nothing to do with investing.” That’s how Institutional Investor just lately described a former CIO of the California Public Staff’ Retirement System, also referred to as CalPERS. The outline is very fascinating when contemplating that the “I” in “CIO” stands for “funding,” which raises an eyebrow at how the function might have “nothing to do with investing”. For readers much less aware of CalPERS, it manages pension and well being advantages for over a million public staff, retirees, and…
[ad_1] Episode #506: Radio Present with Corey Hoffstein: Roaring Kitty, Bitcoin ETF & T-Invoice and Chill Visitor: Corey Hoffstein is co-founder and chief funding officer of Newfound Analysis, which affords a full suite of tactically risk-managed ETF portfolios. Date Recorded: 10/25/2023 | Run-Time: 1:30:20 Abstract: In at present’s episode, Meb & Corey discuss whether or not subjects are overhyped or underhyped: Bitcoin ETF current information BlackRock launching Goal-Date ETFs The dying of the 60/40 T-Invoice & Chill The Magnificent 7 Dividends Additionally they discuss Roaring Kitty pitching us to return on the podcast in summer season 2020 to debate GameStop, my…
[ad_1] Episode #505: Que Nguyen, Analysis Associates – Strolling the Tightrope: Excessive Valuations in an Inflationary Panorama Visitor: Que Nguyen is the CIO of Fairness Methods at Analysis Associates. She leads the cross-sectional fairness analysis and technique design that helps the agency’s systematic energetic portfolios and good beta indices. Date Recorded: 10/11/2023 | Run-Time: 42:35 Abstract: In right this moment’s episode, she shares why stretched valuations together with an increase in rates of interest and inflation might create a tinderbox for traders. However not every little thing is gloomy – she’s positive to share some areas she sees alternative within…
[ad_1] Episode #503: Jon Hirtle, Hirtle, Callaghan & Co. – OCIO Pioneer Visitor: Jon Hirtle is the founder and Govt Chairman of Hirtle, Callaghan & Co., a 20 billion greenback Outsourced CIO enterprise he based over 35 years in the past. Jon is well-known for creating the OCIO mannequin that’s commonplace right now. Date Recorded: 9/27/2023 | Run-Time: 49:03 Abstract: In right now’s episode, Jon shares what led him to begin his agency and the OCIO mannequin itself over three many years in the past. He walks us by the evolution of asset allocation over that point, classes from working with…
[ad_1] Episode #502: Mikhail Samonov – Classes from Two Centuries of Monetary Historical past Visitor: Mikhail Samonov is the CEO of Two Centuries Investments, which was established to create long run wealth for buyers via its mix of modern and behaviorally targeted funding methods. Date Recorded: 9/20/2023 | Run-Time: 1:11:28 Abstract: In at this time’s episode, Mikhail walks via what led him to focus a lot on ‘lengthy historical past’ in his analysis. He shares classes discovered from learning two centuries of economic returns, together with momentum and asset allocation. He additionally spends time explaining how he’s utilizing AI to review…
[ad_1] Episode #501: John Davi, Astoria Advisors – Macro+Quant, Inflation & International Diversification Visitor: John Davi is the CEO and CIO of Astoria Portfolio Advisors, which offers ETF managed portfolios and sub-advisory companies. Date Recorded: 9/14/2023 | Run-Time: 55:34 Abstract: In right now’s episode, John walks via his macro plus quant method to the markets. We contact on his entrance into the ETF area with two tickers I really like: PPI & ROE. We additionally speak about world diversification, alternatives in Europe and Japan, and why he focuses on after-tax after-inflation returns. Sponsor: Vinovest is a wine and whiskey investing platform…
[ad_1] Episode #500: Soo Chuen Tan, Discerene – Contrarian, Lengthy-Time period Worth Investing Visitor: Soo Chuen Tan is President and portfolio supervisor at Discerene. Earlier than founding the Agency, Soo Chuen was a Accomplice and Managing Director at Deccan Worth Advisors. Previous to Deccan, Soo Chuen labored on the Baupost Group, Halcyon Asset Administration, and McKinsey & Firm. Recorded: 8/21/2023 | Run-Time: 1:02:39 Abstract: At present’s episode begins off with classes from working underneath the nice Seth Klarman at Baupost. Then we spend numerous time round what the perfect construction is for an funding agency and construct a real partnership with…
[ad_1] Episode #499: Kevin Carter, EMQQ International – India is Occurring NOW Visitor: Kevin Carter is the Founder & Chief Funding Officer of EMQQ International. Whereas he principally considers himself an lively “worth” investor, he has collaborated with Princeton economist and indexing legend, Dr. Burton G. Malkiel, for greater than 20 years. Date Recorded: 8/30/2023 | Run-Time: 55:41 Abstract: In at the moment’s episode, Kevin kilos the desk for India’s tech sector. He covers the demographic traits, The India Stack, the distinction from China 15 years in the past and the present valuations. He additionally explains why environmental dangers are…
[ad_1] Episode #498: Liz Ann Sonders on The State of the Markets Visitor: Liz Ann Sonders is the Chief Funding Strategist of Charles Schwab. She has a variety of funding technique obligations, from market and financial evaluation to investor training, all targeted on the person investor. Recorded: 8/16/2023 | Run-Time: 57:07 Abstract: In as we speak’s episode, Liz Ann begins off by sharing some timeless classes from her mentor, the nice Marty Zweig! Then she shares her view of the economic system and markets. She touches on earnings estimates, expectations for the Fed, market breadth, and the place she sees alternative going…