Valuewalk's ValueTalks: Recent Episodes
ValueWalk
Hello Podcast listeners,
Today is a very special episode with Brendan Lake, Founder and CEO of PPB Capital Parnters and Frank Burke, CIO at PPB Capital Partners. Before founding PPB Capital Partners, Brendan co-founded Pacer Financial a start-up that focused on developing alternative investment products for private wealth. Brendan earned his Master’s degree from the Fels Institute, University of Pennsylvania after graduating with a Bachelor’s degree from Temple University. Frank brings over 20 plus years of asset management, portfolio construction & financial advisory experience. Prior to PPB Capital Partners, Frank was a former senior member of the portfolio management team at Hatteras Funds, managing several of the firm’s alternative investment fund of funds and co-investment strategies. Frank holds the CFA and CAIA charters and earned an MBA from the Fuqua School at Duke University and a B.S. from Villanova University. In today’s episode we discuss alternative strategies and the demand for them.
Enjoy and thanks for the listen!
Hello Podcast listners,
Today is a very special episode with Tom Glanfield, Founding Partner, Portfolio Manager, Quantix Commodities and Founding Partner, Portfolio Manager, Quantix Commodities. Tom brings over 14 years of experience in commodities markets. He worked at Goldman Sachs, Tom was the Global Head of Investor Swaps Trading, Lead Index Options and Commodity Structured Products Trader, Head of European Oil Products and Global Head of Oil Derivatives. Tom holds a BS in Mechanical Engineering with a minor in Economics from Massachusetts Institute of Technology. Kristof joined Habro in 2018 and was appointend CIO of in 2020. Before this he worked managing director and global head of manager selection at JP Morgan Chase & Co. He earned a B.S. in Physics from University of Bristol. In today’s episode we discuss commodity investing and inflation.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today's a very special episode with Edward Knight president at Antler. Ed brings over a multi decade career in European banking and capital markets. He worked at Goldman Sachs for 14 years and was a partner in their equities division. Prior to that, Edward was executive director at Citi. He earned his Bachelor's in Modern Languages from Durham University. In today's episode we discuss venture capital, and why investors should look into it.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Barse, Founder and CEO of XOUT Capital, an index company, DMB Holdings, a private family office and an Executive Producer for film ‘Summer of Soul’. David also served as CEO of Third Avenue management for 25 years. David earned his JD at Brooklyn Law School and his Bachelors from George Washington University. In today’s episode we discuss how to navigate the current market.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Andrew Chanin, CEO at ProcureAM. Andrew began his career with ETFs in 2007 working at Kellog Group where he worked his way up to lead market maker for global and International equity ETFs. Andrew also worked at Cohen Capital where he was director of International Trading. In today’s episode we discuss the space industry and space investing.
Enjoy and thanks for the listen!
Hello Podcast listners,
Today is a very special episode with Paul Paul Bugala is an independent investment analyst, senior advisor at WK Associates and a Responsible Alpha associate and Alex Schay, Director at the Emerging Markets Investors Alliance, a coalition of institutional EM investors, and is also Finance Director for WK Associates, an energy and industrial materials company that he co-founded. Paul has worked for almost 20 years as an oil and mining investment analyst and transparency advocate at Calvert Investments, Oxfam and in his current roles. Previously, Alex worked at Credit Suisse with the Global Financial Strategies Group and through a recent program with the Alliance, Alex has begun teaching Equity Analysis and the ESG Regulatory Environment at the Thunderbird School of Management. In today’s episode we discuss the SEC’s proposed Climate disclosure rules and what it means for investors.
Please check out their detailed report for more information:
https://www.sec.gov/comments/climate-disclosure/cll12-8916955-245033.pdf
If you want to join the sign on letter, you can reach Paul directly at pbugala@othellollc.com.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kevin Kelly, Founder and CEO of Kelly ETFs. Before this Kevin founded Recon Capital where he served as CIO and Portfolio Manager. Prior to this he worked at Goldman Sachs in the investment management division and Deutsche Bank’s debt capital markets group in London. In today’s episode we discuss his approach to investing, gene editing, and the hotel industry. This episode was recorded Feb. 24, 2021.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Gabriel Thoumi, CEO and Founder of Responsible Alpha and adjunct professor at John Hopkins ESG Integration and Spatial Finance. Gabriel brings over 15 years of experience with extensive technical knowledge on integrating scientific and ESG data into financial models to determine pricing signals and asset allocation strategies. In today’s episode what investors should think about in regards to the Russian and Ukraine War.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Steve Wyett, BOK Financial Chief Investment Strategist. Prior to this, Steve was SVP Portfolio Management Executive at Bank of Oklahoma. He also worked as VP Analyst/ Trader at Tom Johnson Investment Management Inc and VP- Registered Representative at RBC Wealth Management. Steve earned his BS in Finance from Oklahoma State University. In today’s episode we discuss inflation, the markets, and the Fed. This episode was recorded Feb. 11, 2021.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
This is the second episode of a new series on sustainable finance hosted by Jackson Klein, current Master of Management Student at the Ross School of Business and Natalie Wu, Graduate at John Hopkins University studying international economics and finance. Today we have a very special guest on Impact Investing with Preeth Gowdar Director at Palladium Impact Capital. Prior to joining Palladium Impact Capital, Preeth was among the earliest employees with Lok Capital, one of India’s first dedicated impact funds. Preeth earned his BS in Industrial and Systems Engineering from the Georgia Institute of Technology and a MBA from the Kellogg School of Management at Northwestern University.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Jeff Weniger, Head of Equity Strategy at Wisdom Tree. Before this Jeff, was Director and Senior Strategist with Bank of Montreal from 2006 to 2017. Jeff earned his BS in Finance from the University of Florida and his MBA from Notre Dame. He is a CFA charter holder and an active member of the CFA Society of Chicago. In today’s episode we discuss his approach to investing and how to navigate the current market. This episode was recorded Jan. 3rd 2022.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Duncan Jepson, Managing Director at Liberty Shared and co-host, Gabriel Thoumi. Duncan is also a Lecturer at Princeton University and an Affiliated Scholar, Institute of the Study of International Migration at Georgetown University. Duncan authored several books including, “Emperors Once More”, “All the Flowers of Shanghai”, and “Darkness Outside the Night”. He is also an award-winning director, writer and producer of five feature films and has produced documentaries for Discovery Channel Asia and National Geographic Channel. In today’s episode we discuss forced labor and slave reporting and what his means for investors.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Guy Davis, Managing Director and Portfolio Manager at GCI Investors. Guy brings over a decade of experience managing assets for financial institutions having worked as a portfolio manager for a 2 billion institutional global equity mutual fund and a 1.5 billion multi-asset charity endowment. Guy was voted ‘Asset Management Top 40 under 40’ in 2015. He is a CFA Charterholder and earned his Masters in Wealth Management and BS from the University of Bath. In today’s episode we discuss his approach to investing, the ETF industry, and where he finds opportunities. This episode was recorded Jan. 7 2022.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Devan Wardwell, Director of Growth at Forest Carbon. Before this he was Head of Resource Development at Lestari Capital. Prior to this he was Adaptation Partnerships Manager at Blumont, Inc and Supply Chain Partnerships and Communications Manager at Abt Associates. Devan earned his Degree in Political Science from the University of Oregon and his degree in International Relations from Uppsala University. In today’s episode we discuss the objectives at Forest Carbon the degraded wetland forest problem. This episode was recorded December 10, 2021.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Andrade, General Manager at Aapryl. David brings over 15 years of experience across executive management and entrepreneurial technology roles. David also serves as CTOat Xponance, Aapryl’s parent company. David earned his MBA from Columbia University’s School of Business and his Bachelor of Science from the University of Pennsylvania. In today’s episode we discuss how Aapryl can help you evaluate a manager’s performance. This podcast was recorded Nov 30 2021
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI. Mark has covered Internet Stocks for more than 20 years. He has been consistently recognized by Institutional Investor for his research, including thirteen years as a “top 3” ranked analyst and five years as a #1 ranked analyst. Prior to RBC, Mr. Mahaney worked on both the sell-side and the buy-side, including with American Technology Research, Morgan Stanley and Citibank. He earned his BA in Political Science and History from Amherst College and his MA from John Hopkins’ School of Advanced International Studies and his M.B.A. from The Wharton School of the University of Pennsylvania. In today’s episode we discuss his recent book, “Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts”. This episode was recorded December 6, 2021.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mardi McBrien, Managing Director at the Climate Disclosure Standards Board and my Co-host Gabriel Thoumi. She brings over a decade of experience driving the integration of climate and environmental information into corporate reporting. Mardi is a member of the UK Financial Reporting Council Advisory Panel, a fellow of the RSA, and has participated in a number of industry related advisory boards and committees as part of her role at CDSB, including the IFRS Foundation Technical Readiness Working Group for the new International Sustainability Standards Board, GRI Stakeholder Council, Corporate Reporting Dialogue, Australian Sustainable Finance Initiative (ASFI) and the IIRC Council. In today’s episode we discuss the Climate Disclosure Board and biodiversity. This episode was recorded December 2, 2021.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Marshall Sandman, Managing Partner at Animal Capital. Before this, he was Director of Strategy at Warner Media. He was also a Senior Analyst at JEGI and was an Investment Banking Analyst at Goldman Sachs. Marshall earned his Bachelors from Cornell University. In today’s episode we discuss his investment approach and where he finds opportunities. This episode was recorded Nov 22, 2021.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Simon Burnett, partner at VitaBio Plastic, and my Co-host, Gabriel Thoumi, Head of Plastics Program and Head of Financial Markets at PlanetTracker. Before this Simon worked in Business Development at JDI Research and a Consultant for a wide variety of clients. In today’s episode we discuss a high level overview of plastics.
Enjoy and thanks for the listen!
Hello Podcast listeners,
This is the first episode of a new series on sustainable finance hosted by Jackson Klein, current Master of Management Student at the Ross School of Business and Natalie Wu, current Master Student at John Hopkins University studying international economics and finance. Today we have a very special guest, Sophie Dejonckheere, the Director of Sustainable Finance at TD Securities. She earned her Bachelor’s from William and Mary and her Master’s in Sustainability Management from Columbia University. In today’s episode she discusses the overall State of Sustainable Finance and her experience and overall sentiment of COP 26. This episode was recorded Nov 17.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in Poltical Science with a concentration in Physics and Applied Mathematics from University of Western Ontario. In today’s episode we discuss why investor's should look into gold and the applications of gold.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Spika, CIO at Guidestone. Prior to this, David served as Senior Vice President and Investment Strategist at Westwood Holdings Group. Before this he was a Portfolio Manager and Investment Specialist at Bank of America. David earned his BBA in Finance from Texas A&M and is a CFA Charterholder. In today’s episode what faith based investing is and why he is passionate about it This episode was recorded Nov 10th 2021. I want to welcome David to the show and all our listeners to a very special episode.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Thomas Kim, CEO of Enfusion. Before this, Thomas was the Chief Operating Officer of the Investment Engine group at Bridgewater. Prior to Bridgewater, Thomas was the CEO and Board Member of UNX Companies. He also was the Managing Director, Global Head of Trading and Data Services, Townsend Analytics at Lehman Brothers. He earned his Bachelor’s from the American University. In today’s episode we new fund launch trends and what new managers should consider launching their new fund.
Enjoy and thanks for the listen!
Hello listeners, Today is a very special episode with Greg Zuckerman, the author of "A Shot to Save the World: The Inside Story of the Life-or-Death Race for a COVID-19 Vaccine". Greg has spent the last 23 years writing for the Wall Street Journal. He authored several books including "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters" and "The Greatest Trade Ever: The Behind-the-scenes Story of How John Paulson Defied Wall Street and Made Financial History". This episode was recorded November 8 2021. In today’s episode we discuss his recent book on the race for the Covid-19 Vaccine.
You can find it at https://www.amazon.com/gp/product/B098RQP754/ref=dbs_a_def_rwt_bibl_vppi_i0
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Chris Knapp, Managing Director and Principal at Robertson Stephens. Chris has over 36 years of experience as an investment advisor and entrepreneur. He began his career at Brown Brothers Harriman In New York. He co-founded and served as CEO for Chilton Capital Management in Houston. Chris earned his BA in Art History and History from Williams College. In today’s episode we discuss his approach to investing, financial planning, and the importance of ESG. This episode was recorded Nov 1st 2021. I want to welcome Chris to the show and all our listeners to a very special episode.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Bill Studebaker, President and CIO of Robo Global. Bill brings over 20 years of capital markets and investment management experience. He previously served as the portfolio manager at Apex Capital. He also worked at Merrill Lynch as a trader on the floor at the New York Stock Exchange. Bill earned his BA in Politcal Science and International relations from the University of Wisconsin-Madison. In today’s episode why he is bullish on the robotics, AI and healthcare tech industry and why investors should look into it. This episode was recorded Nov 19th 2021. I want to welcome Bill to the show and all our listeners to a very special episode.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with the founder and CEO of GraniteShares, Will Rhind. Will has extensive experience in both the ETF and gold industries. He was principal at iShares from 2002 to 2007. Following this he was managing director, USA at ETF Securities. He was then CEO of World Gold Trust Services. He is a graduate of the University of Bath. In today’s episode we discuss macro themes and potential opportunities. This episode was recorded Nov 3rd 2021.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Francis Oh, Managing Director and Head of Qraft AI ETFs. Prior to this, Francis was Executive Director at Vanguard. Francis earned his MBA from The University of Hong Kong and his Bachelors in Business from Korea University. He is also a CAIA Charterholder. In today’s episode we discuss his approach to investing and how they utilize AI.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned his Master of Science in Finance from Golden Gate University. In today’s episode we state mandated retirement plans and the Secure Act 2.0.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Ethan Widell, Investment Analyst at Ironhold Capital. Prior to this Ethan was a Clinical and Research Analyst at Bayolor Medical Psychology Consultants. Ethan earned his Bachelor’s in Economics and Psychology from Columbia University. In today’s episode we discuss his approach to investing and where he finds opportunities.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is very special episode with Perrie Weiner, Partner in Charge of Baker McKenzie’s Los Angeles Office. He is also the Chair of the Firm’s North America Securities Litigation Group. Perrie represents a wide array of clients in securities litigation and enforcement matters, and in complex business litigation. He earned his BA in Political Science from UCLA and his JD from Loyola Law School, Los Angeles. In today’s episode we discuss SPACs and potential regulations.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Guy Perelmuter, Founder at GRIDS Capital and the author of “Present Future: Business, Science and the Deep Tech Revolution”. Before founding GRIDS Capital, Guy was the Chief Risk Officer at Vinci Partners. Guy earned his MS in Artificial Intelligence and his BS in Computer Engineering from Pontificia Universidade Catolica do Rio de Janeiro. In today’s episode we discuss his approach to investing and highlights from his recent book, “Present Future: Business, Science and the Deep Tech Revolution”.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Matthew Koelliker, President of M360 Advisors. Matthew earned his MBA from the Anderson School of Management and is a CFA Charterholder. In today's episode Matthew and Natalie discuss M360's unique approach to commercial real estate investing.
This episode was hosted by Natalie Wu.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Scott Miller, Executive Vice President of Thought Leadership at Franklin Covey. Scott hosts The On Leadership Podcast, which is the world’s largest and fastest growing podcast devoted to leadership. Before joining Franklin Covey, Scott served as the General Manager of the Central Region, based in Chicago. He authored several books and the topic of conversation is on his newest one, “Master Mentors: 30 Transformative Insights from Our Greatest Minds”.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Michael Skillman, CEO at Faith Investor Services. Before this, he was CEO at Cadence Capital Management and President of Pacific Global ETF Trust. Michael earned his BS in Business Administration and Finance from California State University-Chico. In today’s episode we discuss the growing demand for Faith based investment products and his approach to investing.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dr. Robert Eccles. Robert is the Founding Chairman of the Sustainability Accounting Standards Board and visiting Professor of Management Practice at the Saiid Business School. Robert earned his PhD in Sociology from Harvard University. In today’s episode he discusses the state of ESG Reporting and ESG Investment Strategies.
This episode was hosted by Natalie Wu who is currently pursuing her Masters in International Economics and Finance at the Johns Hopkins School of Advanced International Studies.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Richard Pzena, Founder, Managing Principal, Co-Chief Investment Officer and Portfolio Manager at Pzena Investment Management. Before this, Mr. Pzena worked at Sanford C. Berstein where he was director of U.S. equity investments, chief research officer of small cap equities, and an oil industry analyst, where he was named to the Institutional Investor All America Research Team. Richard earned his Bachelor of Science and his M.B.A. from the Wharton School of the University of Pennsylvania. In today’s episode we discuss his approach to investing, ESG, inflation, and where he finds opportunity today.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Jeremy Schwartz, Executive Vice President and Global Head of Research at WisdomTree Asset Management. He joined WisdomTree in 2005 as a Senior Analyst. Before this, he was Head Research Assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future of Investors. He earned his B.S. in Economics from the Wharton School of the University of Pennsylvania. Jeremy hosts the Wharton Business Radio Program Behind the Markets on SiriusXM 132. In today’s episode we discuss his approach to investing and where he finds opportunity.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Jeff Dorman, CIO at Arca. Before this, Jeff was an Advisor and COO at Harvest Exchange Corp. He brings over 17 years of trading and asset management experience having worked at Merrill Lynch and Citadel Securities, where he oversaw trading of over 100 million in proprietary capital. Jeff is a Chartered Financial Analyst. He earned his Bachelors in Finance and Economics from Washington University in St. Louis. In today’s episode we discuss his approach to investing and why investing in digital assets is not that different from traditional investing.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with the founder of ValueWorks, Charles Lemonides. He founded Valueworks back in 2001. He began his career with Gruntal and Co in their research department. He then joined Sterling Advisors, an investment advisory unit of Gruntal and Co. He has his Bachelors in History from Vassar College and pursued graduate studies in Economics from New York University. He received his CFA designation in 1989. In today's episode we discuss the opportunities he is seeing in the market today.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Joseph M. Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners. He has been their Chief Market Strategist since 2009. Joe developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly pricing in August 2020. Before this he spent 18 years at MBF Clearing Corp. Joe has been a CNBC ensemble member, appearing regularly on the Halftime Report and Squawk Box since 2008. He is the author of “Buy High, Sell Higher” (Business Plus, 2012), based on his years as a professional trader. Joe earned a bachelor’s degree in finance from the Peter J. Tobin College of Business at St. John’s University in New York. In today’s episode we discuss his approach to investing, inflation, and his US quality Momentum Index.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kristof Gleich, President and CIO of Harbor Capital. Prior to this, he was Managing Director and Global Head of Manager Selection at JP Morgan. He also worked as a Fund Manager at Architas and worked as an Executive Director at Goldman Sachs. Kristof earned his Bachelor of Science in Physics from the University of Bristol. In today’s episode we discuss a wide range of topics from his approach to investing, state of the financial service industry and his macro outlook.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Maurits Pot, Founder and CEO of Dawn Global. Before this he was Partner at Kingsway Capital, a frontier market specialist with over 2 billion AUM. He began his career at Goldman Sachs in Mergers and Acquisitions. Maurits earned his Bachelor’s in Economics from Middlebury College. In today’s episode we discuss his approach to investing and why investors should look into frontier and emerging markets.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Joseph Cioffi, Author of Credit Chronometer and Partner at Davis + Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He recently released the 3rd edition 360 degree report that gauges expectations that encompasses all subprime auto participants. He has experience representing financial institutions in Financings, Insolvency Strategies, Restructurings, Creditor’s Rights/ Bankruptcy, Acquisitions. Joseph holds a BBA from Pace University, an MBA from New York University and JD from Rutgers School of Law. In today’s episode we discuss the findings of the 3rd Annual report.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Gabriel Thoumi, Head of Plastics Program and Director of Financial Markets at Planet Tracker, President 2 degree investing initiative US, adjunct professor at John Hopkins ESG Integration and Spatial Finance. Gabriel brings over 15 years of experience with extensive technical knowledge on integrating scientific and ESG data into financial models to determine pricing signals and asset allocation strategies. In today’s episode we discuss his commentary on a recent plastics report from the Maduro Foundation.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Colin Lancaster, a 25-year Wall Street Professional. He was Head of Macro Strategies at Citadel and before that he was Head of Macro at Balyasny Asset Management. Colin is a graduate of Princeton University and is a lawyer by original training. In today’s episode we discuss his recent book, “Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader”.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Zachary Karabell is an author and columnist, the founder of the Progress Network at New America, and president of River Twice Research and River Twice Capital. Before this, he was Head of Global Strategies at Envestnet, a publicly traded financial services firm. Prior to that, he was President of Fred Alger & Company. Zachary earned his Bachelors from Columbia, Masters in Middle East Studies from Oxford and his Ph.D. in History and International relations from Harvard. In today’s episode we discuss his recent book, “Inside Money: Brown Brothers Harriman and the American Way of Power.”
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with John Hagel, Trusted Advisor, Global Speaker, Futurist and Author. John founded Beyond Our Edge, LLC where their goal is to motivate institutions and individuals to come together and move beyond our edge, overcome obstacles, and address significant emerging opportunities to create real impact. John authored several books and the topic of conversation is his recent one, “The Journey Beyond Fear”.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dr. Josef Schuster, founder of IPOX Schuster and Chief Architect of the IPOX Indexes. Before this, Dr. Schuster pursued his academic work on European IPOs in the Financial Markets Group at the London School of Economics where he earned his Master in Science and PhD. In today’s episode we discuss his approach to investing and how he approaches IPOs.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Spuds Powell, Managing Director at Kayne Anderson Rudnick. Before joining Kayne Anderson Rudnick, Spuds worked as the National Mid-Plan Sales Manager for Financial Engines. Prior to this, he was a Retirement Plan Consultant for Retirement Plan Strategies. He earned his BS in Industrial and Labor Relations from Cornell University. In today’s episode we discuss his approach to financial planning and the importance of playing defense.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Amit Anand, Co-Founder of INDF, the first pure-play India Financials ETF listed on the NYSE. Previously Amit Co-Founded Adi Capital Management and was an analyst at Axial Management, a “Tiger Cub”. He started his career at Merrill Lynch in New York. In today’s episode we discuss his approach to investing and why India Financials are very attractive today.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Michelle Seiler Tucker, Founder and President of Seiler Tucker. She has sold over 500 businesses to date and operates several successful businesses. Michelle holds several professional designations and certifications which include The Merger and Acquisition Intermediary and Certified Senior Business Analyst. In today’s episode we discuss her recent book that she co-authored, Exit Rich where we discuss why business owners should think about their exit, the 6 ps, and the ST GPS Exit model.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in Poltical Science with a concentration in Physics and Applied Mathematics from University of Western Ontario. In today’s episode we discuss why investors should consider gold.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Bob Shea, CEO and CIO at TrimTabs Asset Management. Before this, Bob was President and CO-CIO at W.E. Donoghue/ J.A Forlines Global. Bob was also the Co-Founder and Portfolio Strategist at JA Forlines Global. Bob earned his BS in Finance from St. John’s University. In today’s episode we discuss his approach to investing and why investors should look at cash flow.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Rahul Sen Sharma, managing partner at Indxx. Prior to joining Indxx, he was director of investment research for RR Advisory Group, now part of Mariner Wealth Advisors. He is a graduate of Boston College and earned his MBA with Beta Gamma Sigma honors from Georgetown University's McDonough School of Business. In today's episode we discuss thematic ETFs, his take on SPACs and ESG.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Cheryl Pate, Portfolio Manager at Angel Oak Capital Advisors. Cheryl brings over 15 years of investment experience where her focus is on investment research and management across the firm’s financial sector focused strategies. Before this, Chery was an Executive Director and Head of Consumer & Specialty Finance Equity Research at Morgan Stanley. She earned her BS in Finance from the University of British Columbia and her MBA from Duke. She also holds the Charted Financial Analyst designation. In today’s episode we discuss her approach to investing, community banks, and ESG.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kristin Boggiano, Co-Founder and President of CrossTower. Kristin is also the Founder and Co-Chair of DARLA, Digital Asset Regulatory & Legal Alliance and Executive at AI & Alternative Investments. Kristin earned her Juris Doctor and MBA from Northeastern University and her BA at Sarah Lawrence College. In today’s episode we discuss the 3rd Annual Global Crypto Hedge Fund Report and the key findings.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Brandon Rakszawski, Director, ETF Product Development at VanEck. Prior to his current role, Brandon was Product Manager where he was responsible for product management and marketing of VanEck Vectors Exchange-Traded Funds. Before joining VanEck, Brandon was Senior Marketing Specialist at Federated Investors. He earned his BS in Finance and Marketing from Slippery Rock University of Pennsylvania. In today’s episode we discuss Moat investing and why investors should look for Moats.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with William Burckart, The Investment Integration Project’s President and COO. He is also a Fellow at High Meadows Institute and a Member of the Global Advisory Council. William earned his Master’s in Public Policy from John Hopkin’s University and his Bachelors in International Affairs from George Washington University. In today’s episode we discuss his recent book that he co-authored, “21st Century Investing: Redirecting Financial Strategies to Drive System Change”.
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Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dr. Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Before this she was Senior Lecturer at MIT Sloan School of Management. Dr. Kaminsiki earned her Phd and BS in Electrical Engineering and PhD and BS in Operations Research from MIT. In today’s episode we discuss her approach to investing and the trends she is seeing in regards to quant investing and hedge funds.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with John Quealy, CIO and PM of the ESG Global Equity Strategy at Trillium. John oversees the management of all investment strategies and portfolio construction at Trillium. Before this, John worked at Canaccord Genuity in Equity Research where he was a Managing Director, in Sustainability and Industrial Technology Sectors. John earned his BS in Accounting and Philosophy from Boston College. In today’s episode we discuss his approach to investing, ESG, and where he finds opportunities.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kenneth Van Leeuwen, CFP, founder of Van Leeuwen & Company. Prior to this, Ken worked for several financial institutions for 18 years which included Morgan Guaranty Trust Company, Merrill Lynch, and later Morgan Stanley Smith Barney. Ken earned his BS in Accounting from the State University of New York at Binghamton School of Management. In today’s episode we discuss his approach to investing, financial planning, and taxes.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Matt Lloyd, Chief Investment Strategist at Advisors Asset Management Inc. Matt focuses on matching the dynamic and evolving asset classes to the large economic trends that are affecting the investment marketplace. Before this, he supervised fixed income trading for Registered Investment Advisors at Schwab Institutional. Matt earned his Bachelors in Economics from The University of Kansas. In today’s episode we discuss his approach to investing and macro themes.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Thomas Kim, CEO of Enfusion. Before this, Thomas was the Chief Operating Officer of the Investment Engine group at Bridgewater. Prior to Bridgewater, Thomas was the CEO and Board Member of UNX Companies. He also was the Managing Director, Global Head of Trading and Data Services, Townsend Analytics at Lehman Brothers. He earned his Bachelor’s from the American University. In today’s episode we discuss Cloud adoption in the financial service industry and the cybersecurity.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Dave Murphy, Head of Financial Services, ex-US, at Publicis Sapient. Before this he was Vice President – European Marketing and Services Lead at Sapient Nitro. Dave earned is Bachelor of Science in Computer Science from MIT and his Master of Engineering in Computer Science from MIT. He also earned his MBA from Columbia Business School. In today’s episode we discuss if banks are doing enough for a digital first future.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with George Patterson, PhD, CFA, CFP, Managing Director and Chief Investment Officer at QMA, a PGIM Company. George brings over 20 years of investment experience where he previously served roles as CIO for Quantitative Investments at Bank of Montreal Global Asset Management, Co-Founder and Managing Partner at Menta Capital, and Senior Portfolio Manager at Barclays Global Investors. George began his career at NASA’s Jet Propulsion Laboratory. He earned his BS in Physics from MIT and his PhD in Physics from Boston University. In today’s episode we discuss his approach to investing and where he finds opportunities.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kevin Carter, founder and CIO of EMQQ and is the CEO of Big Tree Capital LLC. Prior to this, Kevin was CEO of several firms which are AlphaShares, LLC, Natixis Global Asset Management and E*Trade where he was CEO, eInvesting. Kevin earned his Bachelors from the University of Arizona. In today’s episode we discuss his approach to investing and why investor’s should look into emerging and frontier markets especially in E-commerce and Mobile Technology.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Eric Weiss, Founder and Chief Investment Officer of Blockchain Investment Group and Bitcoin Investment Group and Founder of Cryptoclad. Before this, he was Co-Founder of Webresponse Media and Co-founder and CEO of AdAxiom LLC. Eric earned his MBA from Columbia University and his Bachelors from the University of Maryland. In today’s episode we discuss his approach to investing and the investment case for Bitcoin.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Nikolas Joyce, Co-Chief Investment Officer at The Strategic Funds. Nikolas brings over 20 years of experience building investment research infrastructure and systematic trading platforms. Before this he was a portfolio manager and commodity trading advisor for Trend Management Limited. He earned his Bachelor’s in Finance from the University of British Columbia. In today’s episode we discuss his approach and central bank digital currencies.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kirk Du Plessis, Founder and CEO of Option Alpha. Kirk founded Option Alpha back in 2008. Before this he was a former M&A Investment Banker and REIT Research Analysis. He earned his Bachelor’s in Finance from the University of Virginia. In today’s episode we discuss Option Alpha and his general approach to investing.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dana D’Auria, CFA, Co-CIO at Envestnet PMC. She is also a member of Envestnet PMC’s Investment Committee and has nearly 15 years of experience managing and implementing investment solutions for wealth managers. Before this, she was Managing Director of Symmetry Partners. She was also President and Portfolio Manager of Symmetry Panoramic Mutual Funds. She earned her MBA in Finance and her BA in English and International Studies from Fairfield University. In today’s episode we discuss her approach to investing, current state for financial advisors, and ESG.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Randy Grieser, author, speaker, and founder of Achieve Centre for Leadership and the Crisis & Trauma Resource Institute. Randy co-authored several books which include “The Culture Question”, “The Ordinary Leader”, and the topic of conversation is on his new one, “A Little Book About Trauma-Informed Workplaces”. In today’s episode we discuss trauma and the principles used to address it.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Ken Nakamura, CEO of GMO-Z.com Trust Company. Ken holds several positions at GMO-Z.com which includes Head of Stablecoin GYEN/ZUSD, Bitcoin Mining project, General Manager at GMO-Z.com USA, Director of Board of Directors/CMO GMO-Z.com Switzerland AG. Before this Ken worked as Vice President of Sales and App Marketing at GMO Nikko, Inc. In today’s episode we discuss stablecoins and their use cases.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Juan Carlos Artigas, Head of Research at the World Gold Council. Prior to this, Juan Carlos worked at JP Morgan Securities as a US and Emerging fixed income strategist. He earned his BS in Actuarial Sciences from ITAM (Mexico) and his MS in Statistics from the University of Chicago. In today’s episode we discuss the investment case for gold and why it is a strategic asset in the portfolio.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Barse, Founder and CEO of XOUT Capital, an index company, DMB Holdings, a private family office and an Executive Producer for film ‘Summer of Soul’. David also served as CEO of Third Avenue management for 25 years. David earned his JD at Brooklyn Law School and his Bachelors from George Washington University. In today’s episode we discuss his unique approach to investing.
Check out the preview for "Summer of Soul" https://www.youtube.com/watch?v=U1Eg-vtSABE
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Christopher Huemmer, Senior Investment Strategist for FlexShares Exchange Traded Funds. Before this Chris worked at Zacks Investment Research where he was Director of Index Services. He earned his BS from Cornell University and is a CFA Charterholder. In today’s episode we discuss infrastructure investing and the opportunities in this space.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with James Katz, Founder and CEO of Humankind Investments. Before this James was a quantitative equity analyst at Vanguard. He earned his PhD in Business Administration from Stanford and his Bachelors in Computer Science, Philosophy, Political Science, and Economics from the University of Pennsylvania. Today's episode is hosted by Natalie Wu. James and Natalie discuss his approach to investing, ESG, and "Humankind Value".
Hello Podcast listeners,
Today is a very special episode with Dan Ahrens, Portfolio Manager and COO at Advisor Shares. Before this he founded Ahren Advisors, L.P., where he was portfolio manager of the Ladenburg Thalman Gaming and Casino Fund. Prior to this he was president of Mutuals.com Funds, where he launched the Vice Fund and was portfolio manager of the Generation Wave Growth Fund. Dan authored “Investing in Vice”. He earned his BBA in Business Administration from Texas Tech University. In today’s episode we discuss the opportunities he is seeing in the Cannabis industry.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Cameron Brandt, Director of Research at EPFR, an Informa Financial Intelligence business. Before this, Cameron worked as a journalist at a number of regional papers in the US and was managing editor of now-closed World Paper in Boston. He earned his BA in Economics and Political Science from Yale University. In today’s episode we discuss flows and the kinds of insights that can be drawn from flows.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Brian Walsh, Jr., Financial Advisor at Walsh & Nicholson Financial Group. Before this Brian, was Senior Vice President of Investments at Lincoln Financial Group. Prior to this, Brian was a Police Officer in Prince William County, Virginia. He earned his MBA in Finance and Portfolio Management from Syracuse University and earned his Bachelors from Cabrini College. In today’s episode we discuss his approach to financial planning and ESG trends.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Iman Brivanlou, Managing Director High Income Equities at TCW and the TCW Global Real Estate Fund. Iman heads TCW’s High Income Equities group and is Lead Portfolio Manager for the High Dividend, REIT, BDC, Preferred, and Low Volatility Strategies. Before this he worked at Kayne Anderson where he developed and tested quantitative models aimed at predicting the sizes of catalyst “events” using option pricing. Iman earned his PhD in Computational Neuroscience from Harvard, his MBA in Finance and Strategy from UCLA, and his BS in Physics from MIT. In today’s episode we discuss REITs and where he finds opportunities.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with William Green, Author, Editor, Journalist and Public Speaker, and Moderator. Prior to this, William was the Editor-at-large at Bloomberg News. He also worked at Time Magazine where he was Editor, Time Europe, Asia Editor, Time, and Deputy Editor, Time Asia. William authored several books and the most recent one, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life” is the topic of our conversation. We will go over the lessons you can apply not only to investing but in life.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Dan Pipitone, co-founder of TradeZero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s episode we discuss his recent study on retail investing trends.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mark Giambrone, Managing Director and Portfolio Manager at Barrow Hanley Global Investors. Before this Mark, served as a portfolio consultant at Holt Value Associates. Mark earned his MBA from the University of Chicago and his BS in Business from Indiana University. In today’s episode we discuss his approach to investing and where he finds opportunity.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Steve Wyett, BOK Financial Chief Investment Strategist. Prior to this, Steve was SVP Portfolio Management Executive at Bank of Oklahoma. He also worked as VP Analyst/ Trader at Tom Johnson Investment Management Inc and VP- Registered Representative at RBC Wealth Management. Steve earned his BS in Finance from Oklahoma State University. In today’s episode we discuss what beginning investors should understand about investing and why you should speculate responsibly.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Arts in English from Cornell University. In today’s episode we discuss his recent book, “Harvard Business Review Family Business Handbook, How to Build and Sustain a Successful Enduring Enterprise.” We discuss how to analyze family businesses and preparation for transition.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Howard, Executive Director of the National Rental Home Council. Before this, David was the Chief Development Officer of the Home Builders Institute. David also served in executive roles at Urban Land Institute and the National Association of Real Estate Investment Trusts. He earned his MBA from George Mason University and his Bachelor’s from William and Mary. In today’s episode we discuss the current state of the single family home rental market.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Mazza, Managing Director, Head of Product at Direxion. Before this, David was Senior Vice President, Head of ETF Investment Strategy at Oppenheimer Funds. David also worked as Managing Director, Head of ETF and Mutual Fund Research at State Street. He earned his MBA from Suffolk University and his BA in Political Science and Philosophy from Boston College. In today’s episode we discuss thematic ETFs in general and specially Fallen Knives and Moonshot.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with John Mowrey, CIO at NFJ Investment Group. Prior to NFJ, John was the Chief Investment Officer Value Equity, US at Allianz Global Investors. He earned his MBA from Southern Methodist University and his Bachelor of Arts from Rhodes College. In today’s episode we discuss his investment approach and why the current environment is speculative.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Bob Raleigh, the founder and managing partner of PathSight Predictive Science. Previously, he was CEO of Rockefeller Consulting and a longtime television executive at Carsey-Werner. He holds a PhD in psychology from Syracuse University. In today’s episode we discuss the financial service industry and social media.
I welcome anyone listening to reach out to me about Bob's offer at the end.
rpanganiban@valuewalk.com
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mark Travis, CEO, Co-Founder, and President of Intrepid Capital. Mark brings over 30 years of experience in asset management. Mark earned his BA in Economics from the University of Georgia. In today’s episode we discuss his approach to investing and where he finds opportunity in today’s environment.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Peter Coffin, founder and president of Breckinridge Capital Advisors. Peter founded Breckinridge Capital Advisors back in 1993. Peter began his career as a credit analyst in the Bond and Money Market group of the Connecticut National Bank and then in Aetna’s Bond investment division. After this he worked as a Senior Vice President at Massachusetts Financial Services. He earned his BA with honors in Classical Studies from Hamilton College. In today’s episode we discuss his approach to bond investing and why it is better for investor’s to own the bonds directly.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with JP Lee, Product Managers at VanEck. Before this, JP worked as a RIA Analyst at Transamerica Financial Advisors. He also worked as an Advisor Representative at Dorsey, Wright & Associates. JP earned his Bachelor from William and Mary. In today’s episode discuss the video gaming industry.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors. Before this George was Gold Expert, Independent Consultant, at George Milling-Stanley on Gold LLC. He was also the Managing Director of Government Affairs at the World Gold Council. George earned his degree in Modern Languages from the University of Reading. In today’s episode we discuss the investment case for gold and what he is seeing the present environment.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Beau Henderson, RICP, CLTC, founder of RichLife Advisors. Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business Radio X. Before founding Richlife Advisors, Beau worked as a financial advisor at AIG. He also worked as a retail banking officer at Regions bank. Beau earned his Bachelor’s in Psychology and Finance from the University of Georgia. In today’s episode we discuss risk tolerance and staying unemotional about investing.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing in
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Clem Chambers, CEO of ADVFN, a stocks and investment website. He is a is a prolific financial writer and is a Senior Contributor at Forbes. He authored several books including “101 Ways to Pick Stock Market Winners”, “A Beginner’s Guide to Value Investing” and many more. In today’s episode we discuss his take on the current market.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Ross Klein, CFA. Ross is founder and CIO at Changebridge Capital where he manages with Vince Lorusso the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. Prior to founding Changebridge, Ross served as a long/short generalist and portfolio manager at Boston Partners. He earned his Bachelor of Science in Business administration from Babson College. In today’s episode we discuss short selling.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Steven McClurg, CIO of Valkyrie Investments. Before this, Steven, worked as a Managing Director at Guggenheim Partner. Steven also co-founded Paydrop. Most recently, he founded Theseus Capital, a blockchain-powered asset management platform which was acquired by a merchant bank, Galaxy Digital. He earned his Master of Science and an MBA from Pepperdine University. In today’s episode we discuss digital assets and why a bitcoin ETF may be approved this year.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Ryan Taliaferro, Ph.D., Senior Vice President and Director of Equity Strategies at Acadian Asset Management. Before this he was the lead portfolio manager for Acadian’s Managed Volatility Strategies. Prior to joining Acadian, Ryan was a faculty member in finance at Harvard Business School. Ryan earned his Ph.D. in Business Economics, Finance, from Harvard University and his MBA in Finance and Economics from the University of Chicago. He also earned his AM in economics, an AM and AB in Physics from Harvard University. In today’s episode we discuss his approach to investing and why everyone is a quantitative investor.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Aneet Chachra, Fund Manager of the Multi strategy fund at Janus Henderson Investors. Before this, he worked as an equity analyst at Citigroup. Prior to joining Citigroup he worked at Outpost Investment group as a strategist where he generated trade ideas, researched thematic issues, and published investment commentary. Aneet earned his Bachelors in Engineering and Economics from the University of Waterloo in Canada. He also holds the Chartered Financial Analyst Designation and the Investment Management Certificate. In today’s episode we discuss his approach to investing and why we should look at where the money flows.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Rafael Resendes, partner at Applied Finance. Rafael co-founded The Applied Finance Group with Dan Obrycki back in 1995. Rafael co-manages the 5-star Applied Finance Select Fund. He earned his Bachelor of Science from the University of California and his Master in Business from the University of Chicago. In today’s episode we discuss his approach to investing and why buying cheapness is not value investing.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Michael Crawford, CEO for Hall of Fame Resort & Entertainment Company. Mike spent almost 25 years at the Walt Disney Company where he rose to Senior Vice President and General Manager of Shanghai Disney Resort and President of Shanghai’s Walt Disney Holdings Company. Mike earned his undergraduate degree from Bowling Green State University and his Master’s in Business Administration from Notre Dame. In today’s episode we discuss the Hall of Fame Resort & Entertainment Company and how the company is positioned to benefit from some key trends.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kent Billingsley, founder of Revenue Growth Company and the author of “Entrepreneur to Millionaire: How to Build a Highly Profitable Fast-Growth Company and Become Embarrassingly Rich Doing It”. Prior to founding Revenue Growth Company, Kent was founder and owner of AM Sales Group and worked as VP of Sales for Micromuse, Inc. Kent earned his Bachelor of Science in Marketing and Management from Indiana University – Kelly School of Business. It today’s episode we discuss his recent book and how to scale a business.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Jim Duun, CEO and CIO at Verger Capital. Before this, Jim was Vice-President and CIO at Wake Forest University. Prior to Wake Forest, Jim was a Managing Director at Wilshire Associates Inc., and CIO and Portfolio Manager for Wilshire Funds Management. Jim earned his bachelor’s in business administration in Finance from Villanova University. In today’s episode we discuss the challenges endowments face and Verger’s mantra of Protect, Perform, Provide.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Patti Cook, CEO at Finance of America Companies. Prior to joining Finance of America Companies, Patti was President at Ditech Financial LLC. She earned her Master in Business from NYU Stern School of Business and her Bachelor of Arts at Saint Mary’s College. In today’s episode we discuss Finance of America Companies, why they went public via SPAC and their focus on cycle resistant earnings.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Natalie Hwang, founding managing partner at Apeira Capital. Before this, she was Managing Director and Founder of Simon Ventures. Prior to this, she was an Executive at Blackstone. In today’s episode we discuss her unique approach to VC investing which involves shorting.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Bob Raleigh, the founder and managing partner of PathSight Predictive Science. Previously, he was CEO of Rockefeller Consulting and a longtime television executive at Carsey-Werner. He holds a PhD in psychology from Syracuse University. In today’s episode we discuss his recent book, The Search for Why A Revolutionary New Model for Understanding Others, Improving Communication, and Healing Division.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Ross Glotzbach, CFA, CEO and Head of Research at Southeastern Asset Management. Ross is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Parters Global UCITS Fund. Before joining Southeastern, he was a Corporate Finance Analyst at Stephens Inc. Ross earned his Bachelor’s in Economics from Princeton University. In today’s episode we discuss his approach to investing and where he finds opportunities.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Steve Nadel, partner in Seward & Kissel’s Investment Management Group. He has over 25 years of experience as an attorney to hedge funds, private equity firms and registered advisors. He's a graduate of the Brooklyn Law School and NYU Stern School of Business and Finance. In today's episode we discuss what a Biden Administration means for hedge funds.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Arts in English from Cornell University. In today’s episode we discuss his recent book, “Harvard Business Review Family Business Handbook, How to Build and Sustain a Successful Enduring Enterprise.” We discuss what makes family businesses successful, the challenges they face, and why investor’s should look into them.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. Worm Capital was found by Arne Alsin who is the Portfolio Manager and CIO. Before joining Worm Capital, Eric, worked as an Investigative Business Journalist with bylines in the New Yorker, Newsweek, Inc. International Business Times, and more. He earned his Bachelor’s in Journalism from New York University. Prior to joining Worm Capital, Dan was Vice President at Alsin Capital. He also worked as a research analyst at Gupta Wealth Management and was an Associate at Merrill Lynch. He earned his Master of Science in Investment Management at Boston University and his Bachelor of Arts in Molecular Cellular and Developmental Biology from the University of Colorado. In today’s episode we discuss their approach at Worm Capital and where they find opportunities. I encourage everyone to check out their investors letters and interviews at WormCapital.com.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Gabriel Thoumi, CFA, FRM, Director of Financial Markets at Planet Tracker. He serves as Chairpersoon, US Board of Directors at 2 Degree Investing Initiative and he is a Finance Lecturer at John Hopkins University. Gabriel earned his MBA in Finance and his Master of Science in Sustainable Systems from the University of Michigan. In today’s episode we discuss financial accounting risks, lack of transparency, and why investors should be aware and mindful of these issues.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Jane Philbrick, founder and CEO of Wear Wool New London and Visiting Lecturer at Parsons School of Design. Jane also founded TILL, Today’s Industrial Living Landscapes, a community-based development studio. She earned her Master’s degree in Design Studies, Critical Conservation from Harvard University and Bachelor of Arts, East Asian Studies from Barnard College. In today’s episode we discuss the benefits of wool for sustainability.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Thomas Cole, CFA, CEO and Co-founder of Distillate Capital. Prior to founding Distillate, Thomas was CIO at Institutional Capital. Before this, he was head of U.S. Equities at UBS Global Asset Management. Tom earned his BBA and MBA from the University of Wisconsin. In today’s episode we Value Investing in the current environment and why you should look internationally.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors. Prior to joining Dimensional, Dave managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner at Texas Instruments. He earned his MBA from the University of California at Los Angeles and his BS from the University of Michigan. In today’s episode we discuss Dimensional’s approach to fixed income investing.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mike Geller, Partner at Prosek. Before joining Prosek, Mike was an executive vice president and U.S. lead for asset management at Edelman. He also worked as director and head of public relations for RBS’s investment bank in the Americas and held positions at Pershing, part of BNY Mellon, Cantor Fitzgerald, and Moody’s. Mike earned his MBA in finance from Iona College and is a graduate of the University of Arizona. In today’s episode we discuss the importance of branding for hedge funds and how to build your own brand.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with George Mussalli. George is the Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. He earned his MBA from the Sloan School of Management and is a CFA Charterholder. In today’s episode we discuss quant ESG as well as PanAgora’s unique approach to it.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Alex Reffett, Principal and Co-Founder of East Paces Group. Alex brings over a decade of experience in developing customize financial plans and investment strategies for high-net-worth families and individuals. He is a graduate of Georgia State University with a Bachelor of Business Administration. In today’s episode we discuss taxes.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Kevin Neubauer, Partner at Seward & Kissel LLP. Kevin works with sponsors and managers of various private investment funds and other pooled investment vehicles, ranging from private equity funds to hedge funds. He is a graduate of Fairfield University and received his J.D. from Boston College Law School. In today's episode we discuss the latest Side Letter Study from Seward & Kissel LLP.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Ross Klein, CFA, and Vince Lorusso. Ross is founder and CIO at Changebridge Capital and Vince is Partner and Portfolio Manager at Changebridge Capital where they manage the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. Prior to founding Changebridge, Ross served as a long/short generalist and portfolio manager at Boston Partners. He earned his Bachelor of Science in Business administration from Babson College. Vince brings over 22 years of investment industry experience where he worked as a Portfolio Manager at Clough Capital Partners and was a Senior Investment Consultant with Natixis Asset Management. He earned his Master in Finance and Bachelor of Science in Finance and English from Boston college. In today’s episode we discuss their approach to investing, where they find opportunities, and how to think about active management.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Dan Bush, CIO and Director of Innovation at Law Finance Group. Prior to joining Law Finance Group, Dan had a successful private practice doing commercial litigation and did transactional work in the Bay Area at Townsend & Crew (now Kilpatrick Townsend LLP) and Gunderson Dettmer LLP. He also worked at the U.S. Court of Appeals for the Ninth Circuit for 6 years. He earned his JD from Stanford Law School and his Bachelors in Philosophy from Dartmouth College. In today’s episode we discuss the financial challenges law firms face due to Covid.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Sean O’Hara, President of Pacer ETFs. Sean joined Pacer Financial to lead the national wholesaling team back in 2007. Prior to this he worked at PLANCO for 22 years where he was wholesaler, divisional manager, and managing director. He is a graduate of The Catholic University of America. In today’s episode we discuss thematic ETFs and key themes they are looking at.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Paul Gray, Co-founder and CEO at Ironhold Capital. Paul brings over 7 years of real estate investment and asset management experience. He worked in private equity for Broadway Stages Realty, in banking & product development for Morgan Stanely, and in coporate credit & coverage for Societe Generale. He earned his Executive MBA from Fordham University. In today’s episode we discuss how he runs a hedge fund.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Lawrence Cunningham, author, lecturer, professor, public company director, and consultant on corporate governance. He is the Henry St. George Tucker III Research Professor at George Washington University. Professor Cunningham authored several books including, “The Essays of Warren Buffet”, “Margin of Trust”, and many more. In today’s episode we discuss his recent book, “Quality Shareholders: How the Best Managers Atrract and Keep Them”.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Tony Ward, President, Americas, at Xero. He brings over 20 years of experience in senior leadership positions with global technology working for Microsoft Australia, LinkedIn, Spark, SurveyMonkey and Dropbox. He earned his Bachelor of Arts from the University of Manitoba and Bachelor of Commerce from the University of Auckland. In today’s episode we discuss the effects Covid had on small businesses.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a graduate of the University of Colorado Boulder with a Bachelor’s in Finance and Chemical Engineering. He also completed a certificate in Computational Finance from the University of Washington. In today’s episode we billing and rage clicks.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Joost Van Dreunen, author of “One Up: Creativity, Competition, and the Global Business of Video Games”, startup advisor, and lecturer at NYU Stern School of Business. Previously he was co-founder and CEO of Superdata Research, a games market research firm, which was acquired by Nielsen in 2018. He earned his PhD in communications from Columbia University and his Masters in Media Studies from University of Amsterdam. This episode is part 2 where we discuss mobile gaming and his book, “One Up”.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Charles Trafton, Co-founder and President, edly ISA marketplace and FlowPoint Capital. He began his career working as an analyst with Smith Barney Inc., Cowen & Co., Adams Harkeness & Hill and America’s Growth Capital, llc. Charles was with the Boston Company, LLC from 2006 to 2013 as a member of the Portfolio Engineering and Small Cap Growth Teams. He earned his Bachelor’s of Science in Finance from Boston College. In today’s episode we discuss what Income Share Agreements are and why investor’s should be aware of them.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Thyra Zerhusen, CEO and CIO of Fairpointe Capital LLC. Before this she worked at Talon Asset Management where she was Senior Vice President and Portfolio Manager. She also worked at The Burridge Group as principal and portfolio manager and worked as Senior Investment Analyst at Sears Investment Management Company. She earned her M.S. from the Swiss Federal Institute of Technology with concentrations in life sciences, biotechnology, and economics. She also earned her M.A. in Economics from the University of Illinois. In today’s episode we discuss her approach to investing and where she finds opportunities.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Andrew Chanin, CEO at ProcureAM. Andrew began his career with ETFs in 2007 working at Kellog Group where he worked his way up to lead market maker for global and International equity ETFs. Andrew also worked at Cohen Capital where he was director of International Trading. In today’s episode we discuss the space industry and Spacs.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Joost Van Dreunen, author of “One Up: Creativity, Competition, and the Global Business of Video Games”, startup advisor, and lecturer at NYU Stern School of Business. Previously he was co-founder and CEO of Superdata Research, a games market research firm, which was acquired by Nielsen in 2018. He earned his PhD in communications from Columbia University and his Masters in Media Studies from University of Amsterdam. This episode is part 1 where we discuss an overview of the gaming industry and his book, “One Up”.
Enjoy and thanks for the listen!
Thinking About the Pension Crisis with Chad Parks, CEO, Founder at Ubiquity Retirement and Savings by ValueWalk
Hello Podcast Listeners,
Today is a very special episode with Shree Viswanathan, founder and sole employee of SVN Capital. Shree has 15 years of portfolio manager and analyst experience working at Keeley Asset Management, Advisory Research, Inc, and Discovery Financial Partners. He also has over 6 years of M&A experience working at Union Bank of California, Thomas Weisel Partners, and Alex Brown, Inc. Shree earned his MBA from the University of Chicago and is a Certified Financial Analyst and Certified Pubic Accountant. In today’s episode we discuss his approach, investment ideas, and where he finds opportunities. You can reach out to him via email at shree@svncapital.com and definitely give him a follow on Twitter @svncapital.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Phil Toews, CEO and Portfolio Manager of Toews Asset Management. He is the founder of the Behavioral Investing Institute, an organization devoted to helping advisors manage investor behavior through market challenges. Before this he was Portfolio Management at Dorset Financial Services. He earned his BS in Economics and Finance from Bethel College. In today’s episode we discuss his approach to investing and the behavioral finance.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Judy Poller, partner at Pryor Cashman and co-chair of Pryor Cashman’s Family Law Group. She has over 25 years of experience practicing exclusively in family law and in 2018 was recognized as the “Hollywood Troubleshooter” by Hollywood Reporter for her work in divorce law. She earned her JD from Northeastern University and her BA in Psychology from Clark University. In today’s episode we discuss high net worth divorces and the effects of Covid 19.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Priya Bajoria, Senior Vice President, Financial Services at Publicis Sapient. Before this she was Vice President and Portfolio Head at Infosys and was Investment Banking Executive at Merrill Lynch. She earned her MBA, Finance from SVKM’s Narsee Monjee Insistute of Management Studies and her BCS in Computer Science from Fergusson College. In today’s episode we discuss the recent trends in wealth management and the importance of technology in the changing landscape.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Dan Pipitone, Co-Founder of TradeZero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s episode we discuss the rise of interest in trading and the tapering off of trading volume.
Hello Podcast listeners,
Today is a very special episode with Ronnie Schindel, Partner at Pryor Cashman and co-chair to Pryor Cashman’s Family Law Group. Ronnie began his career in 1994 and has exclusively focused on matrimonial law. He is also a Fellow of the American Academy of Matrimonial Lawyers and currently serves as the President of the New York Chapter. He earned his JD from Brooklyn Law School and his BA from State University of New York at Stony Brook and Cornell University. In today’s episode we discuss a variety of topics including some nuances in the law profession, separation agreements, prenups and sports.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mark Zyla, Managing Director of Zyla Valuation Advisors, LLC. Before this he was a Managing Director at Acuitas, Inc and Principal at Willamette Management Associates. He earned his BBA from the University of Texas at Austin and an MBA from Georgia State University. He is a chartered financial analyst and a certified public accountant, accredited in business valuation (“CPA/ABV”), certified in financial forensics (“CFF”) by the AICPA, and an accredited senior appraiser with the American Society of Appraisers certified in business valuation (“ASA”). In today’s episode we discuss valuation issues and goodwill impairments.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Pehr Gyllenhammar, author of Character is Destiny and former CEO of Volvo. He was also Managing Director and CEO of Skandia Insurance Company. Mr. Gyllenhammar is a former member of the International Advisory Committee of the Chase Manhattan Bank, and has worked with and served on the board for United Technologies, Kissinger Associates, Rothschild Europe, Lazard, the Reuters Founders Share Company. In today’s episode we discuss his recent book, “Character is Destiny” and how companies should approach the Covid Crisis.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Siddharth Singhai, Co-Founder and CIO of Ironhold Capital. Siddharth earned his bachelor’s degree in Mechanical engineering and holds a Masters in Global Finance from Gabelli School of Business, Fordham University. He worked as the Lead Equity Research Analyst for Capital Ways Financial Advisors where he applied value investing principles to emerging markets of India. Siddharth also holds a Masters in Global Finance from Gabelli School of Business, Fordham University. In today’s episode we discuss his approach and why investors should look into India.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Joseph Calandro Jr., Managing Director of a global consulting firm and fellow of the Gabelli Center for Global Security Analysis at Fordham University. He is the author of Applied Value Investing (2009) and a contributing editor to the journal Strategy & Leadership. In today's episode we discuss his recent book, "Creating Strategic Value: Applying Value Investing Principles to Corporate Management".
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Robert Israch, CMO at Tipalti. Before this he was vice president, global marketing programs at NetSuite and He was also founder and inventor at Pocketbay. He earned his BSBA from the University of Florida. In today’s episode we discuss the payments space and how Tipalti utilizes a holistic approach to payments and accounts payable.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Professor Edward Hess, Professor of Business Administration at Darden School of Business. Professor Hess has spent more than 20 years in the business world as a senior executive at Warburg Paribas Becker, Boettcher & Company, the Robert M. Bass Group and Arthur Andersen. He earned his BS from University of Florida and JD from University of Virginia and his LLM from New York University. In today’s episode we discuss his recent book, Hyper-Learning: How to Adapt to the Speed of Change, and how to implement the lessons.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a graduate of the University of Colorado Boulder with a Bachelor’s in Finance and Chemical Engineering. He also completed a certificate in Computational Finance from the University of Washington. In today’s episode we discuss the launch of version 2.0 and the future of the state of the financial planning industry.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Shondell Varcianna, founder and CEO of Varci Media. Before this she was an account manager for Canada Mortgage and Housing Corporation and a sales manager for Bank of Montreal. She earned her Bachelor’s in Business Management from Ryerson University. In today’s episode we discuss how she started Varci Media and creating content today.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Joe Murphy, Co-founder and CEO of Ticker Tocker. He is also Principal of Liberty Lines. Before this he was an auditor at Arthur Andersen. Joe is a graduate of Fairfield University. In today’s episode we discuss what Ticker Tocker is and what is a social trading platform.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Adam Cohen, managing partner at Caspian Capital LP. Before joining Caspian, Adam was a vice president in a proprietary distressed investing group at Goldman Sachs. Prior to this, he worked as an attorney in the business, finance, and restructuring group of Weil, Gotshal & Manges LLP. He earned his JD from New York University School of Law and is a graduate of the University of Pennsylvania. In today’s episode we discuss the current state of credit investing and why it is not fun.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Marcus, Co-founder, CEO, CIO of Evermore Global Advisors. David began his career at Mutual Series Fund where he worked under Michael Price. He then served as a director of European investments for Franklin Mutual Advisers. After this, he founded Marcstone Capital Management, a long-short Europe-focused fund, funded by Jan Stenbeck. David earned his BS in Finance from Northeastern University. In today’s episode we discuss how he thinks through the crisis and where he finds opportunities today.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Clem Chambers, CEO of ADVFN, a stocks and investment website. He is a is a prolific financial writer and is a Senior Contributor at Forbes. He authored several books including “101 Ways to Pick Stock Market Winners”, “A Beginner’s Guide to Value Investing” and many more. In today’s episode we discuss his take on the current market.
Enjoy and thanks for the listen!
Hello podcast listners,
Today is a very special episode with David McInnis, CFP, MBA, principal and co-founder of East Paces Group. Before joining East Paces Group and ACG Wealth, David was a financial consultant for A.G. Edwards, now Wells Fargo Advisors. He also worked as a Senior Investment Consultant and Senior Portfolio Manager at Morgan Stanley. David. Earned his MBA from Georgia Tech. In today’s episode we discuss his approach to investing, financial planning and his views on real estate.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with David Marcus, Co-founder, CEO, CIO of Evermore Global Advisors. David began his career at Mutual Series Fund where he worked under Michael Price. He then served as a director of European investments for Franklin Mutual Advisers. After this, he founded Marcstone Capital Management, a long-short Europe-focused fund, funded by Jan Stenbeck. David earned his BS in Finance from Northeastern University. In today’s episode we discuss how he thinks through the crisis and where he finds opportunities today.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned his Master of Science in Finance from Golden Gate University. In today’s episode we the public pension crisis.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Joseph Cioffi, author of Credit Chronometer and partner at Davis & Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He recently released the 2nd edition 360 degree report that gauges expectations that encompasses all subprime auto participants. He has experience representing financial institutions in Financings, Insolvency Strategies, Restructurings, Creditor’s Rights/ Bankruptcy, Acquisitions. Joseph holds a BBA from Pace University, an MBA from New York University and JD from Rutgers School of Law. In today’s episode we discuss the findings of the 2nd report which includes a pre and post covid survey.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Evan Bleker, founder of Net-Net Hunter, and author of “Benjamin Graham’s Net-Net Stock Strategy”. Before this he was a consultant for Scottish Enterprise. He earned his Bachelor’s in Philosophy from Simon Fraser University. In today’s episode we discuss his approach to investing and his recent book Benjamin Graham’s Net-Net Strategy.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Matthew Peterson, CFA, Managing Partner of Peterson Capital Management. Before this Matthew worked as a Consultant for Goldman Sachs and as a Manager for Diamond Management and Technology Consultants. He earned his Bachelors of Science in Economics and Mathematics from the University of Puget Sound. In today’s episode we discuss his approach and what structured value is. I want to welcome Matthew to the show and I want to welcome all our listeners to a very special episode.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Karan Sood, CEO of CBOE Vest and Head of Product Development. He has over a decade of experience in derivative based investment design and trading. Before this he worked at Proshares and worked as a Vice President at Barclays Capital. Karan earned his Master’s in Decision Science and Operations Research at London School of Economics and Political Science and he earned his Bachelor’s in Engineering from Indian Institute of Technology, Delhi. In today’s episode we discuss his approach to investing and target outcome investing.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Michael Loukas, Principal and CEO at TrueMark Investments. Michael brings over 20 years of investment industry experience. Before this he was president and CEO of USA Mutual and was founding Principal and CEO of WaveFront Capital Management. He earned his Bachelor’s in Government and International Politics with a minor in Economics from Bowdoin College. In today’s episode we discuss how structured outcome investments work.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Erika Safran, CFP and Principal at Safran Wealth Advisors and Valentina Shaknes, Founding Partner at Krauss, Shaknes, Tallentire & Messeri LLP. Erika has more than 30 years of experience providing high net worth individuals and families with comprehensive financial planning services. Erika is a financial literacy advocate and she has been a volunteer lecturer at The 92nd Street Y, AARP & The New York Public Business Library. Valentina received her law degree from Brooklyn Law School and has practiced exclusively matrimonial and family law. Valentina has been named to the New York Law Journal’s 2020 Distinguished Leaders list along with Caroline Krauss, founding Partner at Krauss Shaknes Tallentire & Messeri LLP. In today’s episode we discuss divorce, separation agreements and the effects of COVID.
Enjoy and thanks for the listen!
Hello Podcast Listners,
Today is a very special episode with Paul Yook, CIO of LifeSci Venture Partners and Mark Charest, Portfolio Manager and Founding Partner of LifeSci Fund Management. Paul has over 20 years of healthcare investment and finance experience. He founded LifeSci Venture Partners in 2017 and launched BioShares biotechnology ETFs in 2014.. Paul earned his Bachelor in Science in Economics and Bachelor of Arts in Biochemistry from the University of Pennsylvania. Dr. Charest has a distinguished scientific background and brings over a decade of institutional healthcare investing experience. He is the inventor of 8 drug patents. He earned his Bachelors in Chemistry with highest honors from Rutgers and his PhD in Chemistry and Chemical Biology from Harvard. In today’s episode we discuss the recent launch of the Biothreat ETF and how they approach the healthcare industry.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dr. Lewis Altfest, CFA, CFP, CPA, PFS, and CEO of Altfest Personal Wealth Management. Before founding his firm in 1983, Lew was a General Partner and Director of Research for Lord Abbett & Co. He began his career as a research analyst at Wertheim & Co.. He is also an Associate Professor of Finance at the Lubin School of Business at Pace University where he teaches financial planning and investments. He earned his Ph.D. from the Graduate Center of the City Univeristy of New York and his MBA from New York University. In today’s episode we discuss his approach to investing and financial planning and where he finds opportunities today.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charterholder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From The Masters series. Learn more at www.TheJoysOfCompounding.com and connect on Twitter @Gautam__Baid.
You can find the Joys of Compounding at: https://www.amazon.com/gp/aw/d/0231197322/ref=tmm_hrd_title_0?ie=UTF8&qid=1585104074&sr=8-1
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss the present environment and where the find opportunities especially in the mining sector. They discuss their activist case in the mining sector.
Check out their Youtube at: https://www.youtube.com/channel/UCH1gkvmtAWe85N4qHmXlDug
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Bryan Bibbo, AIF, advisor at JL Smith Group. Before this, he worked as a financial advisor coach at Clarity 2 Prosperity Advisory Group. Bryan earned his Bachelor's in Accounting and Finance from Kent State University. In today's episode we discuss how to navigate the current climate.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode on Reps, Warranties and Insurance. I have 3 special guests to cover this topic. Allyson Coyne, is the Managing Director & Chief Broking Officer at Aon M&A and Transactions Solutions. She earned her JD and MBA from Villanova University and her BA in English from Notre Dame. Matthew Wiener is Managing Director at Aon. He earned his BBA from The University of Texas and JD from Georgetown University. Jon Stanley is from Bass Berry and Sims where his practice involves corporate and securities matters, M&A, and other transactions. He earned his BA from the University of Virginia and JD from Vanderbilt Law School.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Kyle Hegarty, managing director at TSL Marketing. He also served as VP Global Sales and Marketing at TSL and Project Manager at Braingem. He graduated Bowdoin College with an AB in International Relations and Economics. He is the author of “The Accidental Business Nomad” and in today’s episode we will discuss his book and his tips for being an international business person.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Andrew Rodriguez, CEO and CIO of Change Finance. Before this he was a Portfolio Manager at Principium and Assistant Portfolio Manager and Senior Research Analyst at Keel Asset Management. He earned his MBA, Sustainable Systems, at Pinchot University and his BA in Philosophy from University of California Santa Cruz. In today’s episode we discuss his approach to investing and the petition for the need for more transparency in regards to the Gender Pay Gap.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Frank Van Gansbeke, Professor of Practice at Middlebury College and Founder and Managing Member of Goose Creek Venture Partners. Before this, Frank was MD Corporate and Investment Banking at BNP Paribas and VP M&A and Treasury at Assurant. Today is a very special episode hosted and produced by Natalie Wu, who recently finished her BS in Environmental Science and BA in International Studies from John Hopkins University. In this discussion, Frank and Natalie tackle the fault lines we are facing in terms of climate, financial, and social.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management. He is ultimately responsible for OSAM’s investment strategies. Jim authored several books including, “Invest Like the Best” and “What Works on Wall Street”. In today’s episode we discuss his approach to investing and why you need a big research graveyard. I want to welcome one of the best investors on the podcast and I want to welcome all our listeners to a very special episode.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Tim Koller, Partner at McKinsey & Company, Strategy & Corporate Finance. Tim has been consulting for over 28 years where he has served clients globally on value creation, corporate strategy, capital-market issues and M&A transactions. He co-authored Valuation which is in its 7th edition. Tim earned his MBA from the University of Chicago and his BS in Economics and Accounting from Loyola Marymount University. In today’s episode we discuss some new additions to the Valuation book and why there is a disconnect between the stock market and economy.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing in
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Will Rhind, CEO and Founder at Graniteshares. Before this he was CEO of World Gold Trust Services and Managing Director, USA at ETF Securities. He was also Principal at iShares. In today’s episode we discuss how Graniteshares delivers unique strategies such as gold and his new ETF XOUT. We also discuss some business lessons he had as an entrepreneur. Today’s questions were prepared by Natalie Wu who recently graduated John Hopkins University with a BS in Environmental Science and BA in International Studies.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Rob Wyrick, CIO of Post Oak Private Wealth Management. Rob brings over 25 years of investment experience. He began his career as an intern with Oppenheimer & Co. and then proceeded to Underwood, Neuhaus and Company. Rob earned his Bachelor of Business Administration, Finance from the University of Houston. In today’s episode we talk about his approach to investing and the implications of negative rates.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Eric Becker, Portfolio Manager at Water Island Capital. Eric has been with Water Island Capital since 2010. He earned his MBA from Cornell Univeristy and his Bachelor’s in Business Administration and Management from Bucknell University. In today’s episode we discuss his approach to merger arbitrage and how implement it in an ETF form.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Sean Covey, business executive, author, speaker and innovator. He is the president of Franklin Covey Education. He authored many books including “The Leader in Me” and “The 7 Habits of Highly Effective Teens”. He earned his Bachelor’s with honors from Brigham Young University and his MBA from Harvard. In today’s episode we discuss the new edition of “The 7 Habits of Highly Effective People” which is in its 30th Anniversary and how we can use it to navigate the current times.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Skip Johnson, RICP, Partner and Lead Advisor at Great Waters Financial. Before Co-founding Great Waters Financial, he worked as a National Sales Manager at BNG Holdings, Inc. He was also, co-owner and VP of Sales at Vantage Companies, LLC. He is a graduate of North Dakota State University. In today’s episode we discuss his approach to financial planning and holding cash in the portfolio.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with John Buckingham, Principal and Portfolio Manager at Kovitz and editor at the Prudent Speculator. John brings over 30 years of Investment Management experience beginning with AFAM. In 2018 he joined Kovtiz after Kovitz acquisition of AFAM. In today's episode we discuss where he finds opportunities and the implications of Covid.
Enjoy and thanks for the listen!
Hello podcast listeners.
Today's very special episode with Siggy Eggert, CEO of Grizzly research and activist short selling firm. Before this Siggy worked as an analyst at geo investing, and as a research assistant at forensic economics Incorporated. He specializes in short selling special situations and micro caps. He earned his master's in finance from the University of Rochester. In today's episode, we discussed his approach and opportunities in short selling
He will be speaking at our upcoming conference https://www.eventbrite.com/e/contrarian-investor-virtual-conference-no-2-tickets-104076373234?discount=VALUEWALK
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned his Master of Science in Finance from Golden Gate University. In today’s episode we discuss his documentary, “Broken Eggs” and how we are facing a retirement crisis. We also discuss the potential implications of how Covid and the shutdown will affect retirement planning.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Chad Glauser, Founder and Portfolio Manager at Alpine Quantitative. Before this he was President and Managing Partner of the Glauser Group and President at Glauser Mercedes-Benz. In today’s episode we discuss his approach and how he uses volatility.
Hello Podcast listeners,
Today is a very special episode with Winston Justice, Vice President at Bernstein Private Wealth Management. He is co-founder of Elixir Coffee Roasters in Philadelphia which now has 4 locations. Before this he was a portfolio manager for PIA’s Alternative Investment Group and co-founded MJC Capital, an early stage investment vehicle. He also served as Portfolio Manager at Wells Fargo Securities. Winston was an offensive tackle for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos. He earned his MBA from George Washington University and a graduate of USC. In today’s episode we discuss how Covid affects small business and his approach to investing and portfolio management.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Jack Vogel, Phd, CIO/CFO at Alpha Architect. Dr. Vogel conducts research in empirical asset pricing and behavioral finance. He co-authored “DIY Financial Advisor” and “Quantitative Momentum”. He earned his Ph. D. in Finance and MS in Mathematics from Drexel University and his BS in Mathematics and Education from the University of Scranton. In today’s episode we discuss his approach and factor based investing.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Dan Pipitone, co-founder of Tradezero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s episode we the rise of interest in trading during the Covid crisis.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Andrew Sandoe, CIO at Fidelis Capital Management, Lecturer at Harvard University, and Veteran. Andrew began his investment career in 2000 at Morgan Stanley, at 2 World Trade Center on the 63rd floor. He was not there during September 11, however, that day changed his career trajectory and shortly after he spent the next 9 years flying for the Marine Corps. Andrew earned his MBA from MIT and BA from the University of New Hampshire. In today’s episode we discuss his approach and where he finds opportunities in today’s environment.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Chris Scibelli, Managing Director and Institutional Client Relations, at Alpine Capital Research. Chris brings over 25 year’s of investment management experience. Before ACR, he was a Managing Director for Ares Management L.P. and Managing Director and Institutional Distribution & Consultant Relations at Trust Company of the West. He earned his MBA from UCLA and BA in Economics from Harvard University. In today’s episode we discuss ACR’s approach to investing and the importance of Price-to-Value.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Priya Bajoria, Senior Vice President, Financial Services at Publicis Sapient. Before this she was Vice President and Portfolio Head at Infosys and was Investment Banking Executive at Merrill Lynch. She earned her MBA, Finance from SVKM’s Narsee Monjee Insistute of Management Studies and her BCS in Computer Science from Fergusson College. In today’s episode we discuss the recent trends in banking and the PPP program.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Chris Cordoba, Certified Financial Planner, Founding Partner, and Personal Wealth Manager of California Retirement Advisors. He served as Regional Vice President, Investments at Great Western Financial Securities. Chris founded California Retirement Advisors since 1997. He is a graduate of California State University, Northridge. In today’s episode we discuss his approach to financial planning and how to use dividends in today’s environment.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Don Steinbrugge, CFA, Founder and CEO of Agecroft Partners. He has been involved in the institutional investment management industry for over 34 years. In today’s episode we discuss the trends across the hedge fund industry and Agecroft’s webinars, where institutional investors share their thoughts on trends and opportunities in the hedge fund space. You can find register for future webinars at Agecroftpartners.com and watch previous ones.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Jeff Kreisler, Editor-in-Chief PeopleScience, Speaker, Comedian, Behavioral Science Advocate. Jeff is co-author of “Dollars and Sense: How We Misthink Money and How to Spend Smarter.” In today’s episode we discuss the potential biases that we may face during this crisis.
Enjoy and thanks for the listen!
Today's very special episode is with Steve Nadel, partner in Seward & Kissel’s Investment Management Group. He has over 25 years of experience as an attorney to hedge funds, private equity firms and registered advisors. He's the author of the New Hedge Fund Study, and the Form ADV Study. He's a graduate of the Brooklyn Law School and NYU Stern School of Business and Finance, and in today's episode we discuss the latest New Hedge Fund Study by Seward and Kissel.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode Nate Tobik, CEO of CompleteBankData and founder of Oddball Stocks Newsletter. Nate co-authored “The Bank Investor’s Handbook: How to Find, Analyze and Invest in Bank Stocks.” He was also a technical consultant at Summa Technologies and software engineer at both Solutionary and VigilantMinds. In today’s episode we discuss what an Oddball Stock is and where he finds opportunity.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Lance King, counsel in Seward and Kissel’s Investment Management Group. His practice focuses on a broad range of regulatory, compliance and transactional matters affecting investment companies and registered advisers. Before this he served as assistant vice president and associate general counsel at an investment management firm. He earned his BA from Tuft’s University and earned his J.D. from the University of Pennsylvania Law School. In today’s episode we discuss the potential rule change for naming investment firms.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode Eugene Robin, CFA, Principal, Research Analyst and Ben Claremon, Principal, Portfolio Manager, Research Analyst at Cove Street Capital. Prior to joining Cove Street in 2011, Eugene worked as an analyst at Proton Capital, a family office where he developed investment ideas in both public and private markets. He also worked as a software engineer at Viasat. Eugene earned his MBA from UCLA Anderson School of Management and his BA in Computer Science from UC San Diego. Before joining Cove Street, Ben worked on the long and short side as an equity analyst at Blue Ram Capital and Right Wall Capital in New York. He also worked with family commercial real estate finance and management business. He earned his MBA from UCLA and received his BS in Economics from the University of Pennsylvania. In today’s episode we take a deep dive into Viasat and why they find it an attractive opportunity.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Dr. Jim White, Chairman and CEO of Post Harvest Technologies Inc. and Growers Ice Company, Inc, Founder and CEO of PHT Opportunity Fund LP, and Founder and President of JL White International, LLC. Dr. Jim White had an entrepreneurial spirit since he was 5 when he began selling Coke bottles to support his family. He also served our country in Vietnam. Dr. Jim earned his BS in Civil Engineering, his MBA and PhD in Psychology and Organizational Behavior. In today’s episode we discuss his recent book on Opportunity Zone Investing.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Professor Brad Cornell, Managing Director at BRG, Senior Advisor at Cornell Capital Group, and Emeritus Professor, UCLA. Professor Cornell is a leading expert in the development of valuation theory and its application to legal analysis, investment and appraisal. He brings nearly 40 years of teaching experience in economics and valuation at UCLA, USC, and Caltech. He earned his B.A. in Physics, Philosophy, and Pschology, his M.S. in Statistics, and Ph.D. in Financial Economics from Stanford University. In today’s episode we discuss how Co-Vid affects the value of the S&P 500.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Joseph Halpern, Portfolio manager of 2 defined outcome strategies at Catalyst Funds. He has structured, priced, and traded billions of dollars in structured products, derivatives, and listed vanilla options. He founded Exceed Holdings back in 2012 which is a holding company focused on developing next-generation structured investments. In today’s episode we discuss what are structured investments and how to best use them.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Yael Tamar, CMO and Partner at SolidBlock. Besides this she is Regional Co-chair at Fibree and Board Advisor at TerraMaal. She is a blockchain strategist, speaker, mentor, and advisor. She earned her Bachelors and Masters in Economics from Hunter College. In today’s episode we discuss how to tokenize real estate assets and how blockchain can be used to make real estate investments more accessible.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Jon Boyar, J.D. and President of Boyar Research. Jon began his investment career at GAMCO Investors. After this he joined Boyar, where he established Boyar’s Alternative Viewpoint which was a research product designed for the $1.4 billion Global Analyst Research Settlement. Jon earned his B.S. in Applied Economics and Business Management from Cornell University and earned his J.D. from Cardozo School of Law. He is also the host of The World According to Boyar Podcast. In today’s episode we discuss where he sees opportunity in the present environment.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Daniel Bresler, Counsel in Seward & Kissel's Investment Management Group. Dan represents U.S. and non-U.S. investment managers, commodity pool operators, commodity trading advisors and private funds, including hedge funds, private equity funds and commodity pools. He earned his B.S. from SUNY Albany, summa cum laude and a J.D. from Albany Law School, summa cum laude, where he was Executive Editor for Symposia on the Albany Law Review. In today’s episode we discuss what the LIBOR transition means especially for investment managers.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Michael Loukas, Principal and CEO at TrueMark Investments. Mike brings over 20 years of investment industry experience. Before this he was president and CEO of USA Mutual and was founding Principal and CEO of WaveFront Capital Management. He earned his Bachelor’s in Government and International Politics with a minor in Economics from Bowdoin College. In today’s episode we discuss how he uses an active approach for ETFs particularly in ESG and AI.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Kristian Finfrock, founder and financial adviser at Retirement Income Strategies. He is also the radio show host of Madison Money Guy. Before founding Retirement Income Strategies, he was a financial advisor and financial services representative at MetLife and was a financial consultant at Gabriel Financial Group. In today’s episode we discuss the current state and where to seek alternatives to bonds.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with William Bernstein, PhD in Chemistry, MD, Co-principal of Efficient Frontier Advisors, and author. William practiced neurology. He authored several books including “The Intelligent Asset Allocator”, “A Splendid Exchange”, and his upcoming new book on the Madness of Crowds and human behavioral finance. In today’s episode we discuss CoVid and the potential effects.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Nate Storch, co-founder and CEO at Amenity Analytics, a provider of big data analytical solutions and software to the investment management industry. Nate has over 15 years of investment management experience. Before founding Amenity, he was Managing Partner at Pilgrim Hill Capital and was Partner and Portfolio Manager at Talpion Fund Management. He was also Partner at One East Holdings. Nate earned his B.A. in Government from Harvard. In today’s episode we discuss Natural Language Processing, Text Analytics, and how investors can use technology to enhance their tasks.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned his Master of Science in Finance from Golden Gate University. In today’s episode we discuss his approach to retirement planning, the Secure Act, and how small businesses can approach retirement planning.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Sara Grillo, CFA, founder of Sara Grillo. She is a marketing consultant, “No BS” Keynote Speaker, and Podcast Host. Before this she worked as a financial advisor at Empire Wealth Strategies and an Associate at Lehman Brothers. She earned her Bachelor’s from Harvard University and her MBA from NYU. In today’s episode we discuss how to break into Equity Research. If you want in depth information on this subject and much more check her Youtube channel, Sara Grillo https://www.youtube.com/channel/UCmcT38UaqyUJn6DXhpcW9zg.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Greg Silberman, CFA, CAIA, CIO of ACG Investment Management. Greg brings over 16 years of market experience in Asia, Europe, and North America. Before this he served as Director of Alternative Investments at Wilmington Trust. In today’s episode we discuss his approach to selecting Private Equity Managers.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with James Anderson, marketing executive at SD Bullion. Before this he was managing director at goldsilver.com and content marketing, SEO at JM Bullion. James earned his Bachelor’s in Finance from Loyola University New Orleans. In today’s episode we discuss the current state and why to consider gold bullion.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Tim Maloney, CFA, co-founder and CIO at Roundhill Investments. Before this Tim traded investment grade credit at Wells Capital Management. He also worked in institutional sales at Morgan Stanley. He earned his Bachelors of Arts in Economics and Bachelors of Science in Engineering and a Master of Science in Finance from Vanderbilt University. In today’s episode we discuss what is a thematic ETF and gaming.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Sunmeet Jolly, Founder and CEO of GROTU app. He is also the founder and CEO of 101 Islands LLC. Sunmeet brings over 16 years of angel investing experience. He is a graduate of National Institute of Technology Kurkshetra with a BTech Electronics and Communication Engineering and earned his Master of International Business from Delhi University. In today’s episode we discuss his approach to investing in public markets and his way of investing as an angel investor.
I encourage you to check his Linkedin profile at https://www.linkedin.com/in/sunmeet
Also, the GROTU app which makes travel and event planning easy, https://www.101islands.com/grotu
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Justin Halverson, RICP, partner and lead advisor at Great Waters Financial. Before this he was an agent at Guardian Resources. He is a graduate of the University of Minnesota and studied Entrepreneurship. In today’s episode we discuss his approach to retirement planning and his views on margin investing.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Tim Pagliara, Founder, Chairman and CIO of CapWealth group. Tim was named as No. 1 in Tennessee on Forbes’ Best-In-State Wealth Advisors for 2020. Tim brings over 30-plus years of experience. He earned his undergraduate degree at St. Louis University and his law degree from St. Louis University School of Law. Grant Stark, CFA, is director of research at CapWealth Group. Before joining CapWealth, Grant served as COO of VMAC Holdings and served as a Senior Investment Research Analyst at Fairholme Capital Management. Grant earned his Bachelor of Science in Finance from the University of Miami. In today’s episode we discuss the potential solution for GSE reform.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Before this he worked on the long and short side as an equity analyst at Blue Ram Capital and Right Wall Capital in New York. He also worked with family commercial real estate finance and management business. He earned his MBA from UCLA and received his BS in Economics from the University of Pennsylvania. In today’s episode we discuss his approach to investing and the culture of Cove Street Capital.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Dave Alison, CFP, EA, founding partner of C2P Enterprises. Dave is also the founder and CEO of Alison Wealth Management. Dave is a graduate of Bowling Green State University with a Bachelor of Science in Finance. In today’s episode we discuss his approach to investing and financial planning.
Enjoy and thanks for the listen!
Hello podcast listeners,
Today is a very special episode with Nicholas Shaxson, journalist and investigator. He has written for Financial Times, Reuters, the Economist and Vanity fairs on global business and politics since 1993. He authored several books including “Treasure Islands” and his most recent book, “The Finance Curse: How Global Finance is Making us All Poorer.” In today’s episode we discuss the Finance Curse and the current state of the financial system.
Enjoy and thanks for the listen!
Hello Podcast Listeners,
Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss their approach and their trade of a century idea.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Mark Diorio, CFA, CIO at Brookstone Capital Management. He started back in 2015 and leads the firm’s investment committee and drive’s the investment framework, portfolio construction and methodology. Mark is an experienced investor with nearly 20 years of experience. He received his MBA from Benedictine University and his BA from Eastern Illinois University. In today’s episode we discuss his overall investment approach and why ETFs have exploded in popularity.
Enjoy and thanks for the listen!
What Millennials Should Know About Inheriting Their Wealth, Howard Dvorkin, Chairman of Debt.com by ValueWalk
Hello Listeners,
Today is a very special episode with Corey Hoffstein, CIO and Co-Founder at Newfound research back in 2008. Newfound research is a quantitative asset management firm with a focus on risk-managed, tactical asset allocation strategies. He is a graduate of Cornell University with a BS in computer science and earned his MS in computational finance from Carnegie Mellon University. In today’s episode we discuss his overall approach and why we should diversify our thinking by learning about different investment approaches.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Alex Reffett, Principal and Co-Founder of East Paces Group. Alex brings over a decade of experience in developing customize financial plans and investment strategies for high-net-worth families and individuals. He is a graduate of Georgia State University with a Bachelor of Business Administration. In today’s episode we discuss asset allocation and why you can’t apply general approaches like the 60/40.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Fran Tuite, CFA. She is co-portfolio manager of the Fairpointe Capital Mid-Cap Strategy and the Fairpointe Capital ESG equity strategy. She also manages the 1837 LP long short equity fund which she founded in 2000. Before this she managed the 1837 fund at RMB Capital and at Talon Asset Management. In addition, she also worked for Sirius Partners and Harris Associates as an analyst and portfolio manager. She received her BBA from the University of Cincinnati in Finance and Accounting and her MBA in Finance and Accountancy from Miami University in Oxford, Ohio. In today’s episode we discuss mid-cap and ESG investing.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Sebastien Canderle. He is a private equity and venture capital adviser. He has worked as an investment executive for several fund managers. He's also author of several books, including The Debt Trap, and The good, the bad, and the ugly of private equity. Seb also lectures on alternative investments at business schools. He's a fellow of the Institute of Chartered Accountants in England and Wales, and he holds an MBA from the Wharton School. In today's episode we discuss the state of Private Equity and LBOs.
I encourage everyone to check out his books at: https://www.amazon.com/Good-Bad-Ugly-Private-Equity/dp/1727666216/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1581594923&sr=8-1
If you would like a transcript, please check out at https://valuewalkpremium.com/2020/02/the-problems-with-private-equity-zombie-funds-and-more-indepth/
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Nick Robins and Alexandra Pinzon. Nick is Co-Founder and Director of Investor Watch which set up the Planet Tracker Initiative and was also Co- Founder of Carbon Tracker. He is a professor in practice for sustainable finance at the Grantham Research Institute on climate change and the environment at LSE. Alexandra Pinzon is a policy fellow, conservation finance. Prior to this she worked at Global Canopy leading their financing sustainable landscapes program. In today’s episode we discuss their upcoming report The Sovereign Transition to Sustainability, Understanding the Dependence of Sovereign Debt on Nature”.
Enjoy and thanks for the listen!
Hello listeners, John founded Vilas Capital Management in 2010. Before this he was founder, president, and CIO for Mortgage Assurance Corporation in 2009. He also worked as VP and CIO for Thompson Investment Management Inc from 1993-2009. John was an officer of the Thompson Plumb Funds, Inc from 1995 to 2009 and was president and COO from 2004 to 2009. He earned his Bachelors from the University of Wisconsin and his MBA from the University of Chicago. In today’s episode we discuss his approach and where he finds value in the present environment.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Bryan Bibbo, AIF, advisor at JL Smith Group. Before this, he worked as a financial advisor coach at Clarity 2 Prosperity Advisory Group. Bryan earned his Bachelor's in Accounting and Accounting and Finance. In today's episode we discuss his approach to financial advising and the SECURE Act.
Enjoy and thanks for the listen!
Hello Podcast listeners,
Today is a very special episode with Rahul Sen Sharma, managing partner at Index. Prior to joining Indxx, he was director of investment research for RR Advisory Group, now part of Mariner Wealth Advisors. He is a graduate of Boston College and earned his MBA with Beta Gamma Sigma honors from Georgetown University's McDonough School of Business. In today's episode we discuss the rise of thematic investing and best practices of for creating an Index.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Paul Bugala and Alex Schay. Paul Bugala has worked for more than 15 years as an oil and mining investment and governance analyst at Calvert Investments (now part of Eaton Vance Corporation), Oxfam, and as a consultant. Alex Schay has 20 years of experience identifying and valuing investment opportunities in developing markets and currently serves as the Director of Corporate Research for the Alliance.
In today's episode we discuss the timely issue of the SEC's latest draft of payment disclosure rules for oil and mining companies. We discuss the potential implications and how investors can be involved.
They are hosting 2 events in NYC and Boston:
February 6 from 3:00 to 5:00 p.m. at AllianceBernstein (1345 Avenue of the Americas)
Boston on February 12 from 3:00 to 5:00 p.m. at Eaton Vance (2 International Place).
You can find more information at https://www.eminvestorsalliance.org/sites/default/files/d/alliance_policy_update_sec_1504.pdf
or contact Alex at aschay@emfminvestor.com
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Salil Mehta, statistician and risk consultant. He is the author and creator of the Statistical Ideas blog and he is the author of Statistics Topics. In today's episode we discuss US polling and analyzing risk.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Greg Obenshain, Partner and Director of Credit at Verdad, and Dan Rassmussen, Founder and Portfolio Manager at Verdad. Greg previously worked as a high yield portfolio manager at Apollo Global Management and Stone Tower Capital. He is a graduate of Dartmouth College and earned his MBA from Northwestern Kellogg Management. Before founding Verdad, Dan worked at Bain Capital and Bridgewater Associates. He is a graduate of Harvard College and earned his MBA from Stanford Graduate School of Business. In today's episode we discuss how they think about credit and their quantitative approach to credit investing.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with David Poole, Head of Financial Services Center of Excellence at Publicis Sapient. Before this he was strategy director at Publicis Groupe and Senior Planner at Critical Mass. He earned his BA in English and Creative Writing at University of California, Berkeley and BA in English and Creative Writing at Lancaster University. In today's episode we discuss the upcoming trends in the banking industry and payment areas.
Enjoy and thanks for the listen!
See more a https://www.valuewalk.com/
Hello Listeners,
Today is a very special episode with Kristian Finfrock, founder and financial advisor of Retirement Income Strategies. He hosts the Madison Money guy radio show. Kristian has served 5 years as a military police officer in the United States Arm. He is a master elite IRA member and is a member of the American Tax Planning Institute. In today’s episode we discuss his approach to retirement planning and ways to ways maximize your taxes.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Bob Robotti, president and CIO of Robotti & Company. He founded Robotti & Company since 1983. Before this he was vice president and shareholder of Gabelli & Company, Inc. He is a graduate of Bucknell University and earned his MBA in Accounting from Pace. Bob is also a CPA. In today's episode we discuss his latest idea.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Professor David H. Webber, Associate Dean for Intellectual Life and Professor of Law at Boston University School of Law. Professor Webber authored "The Rise of Working-Class Shareholder: Labor's Last Best Weapon". He also co-edited "Research Handbook on Representative Shareholder Litigation" . Professor Webber is a graduate of Columbia and NYU Law School. In today's episode we discuss the dynamics of shareholder voice in regards to pension and the dynamics of 401ks and their potential implications.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Aaron Johnson, founder and CEO of XYZ Group whom specializes in residential single and multi-family real estate. Aaron also serves as CEO of XYZ holdings and Investment Fund Manager of XYZ Enterprises. In today's episode we discuss his approach and where he finds real estate opportunities.
You can find him on the upcoming season of Selling Sunset on Netflix.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Kevin Neubauer, Associate at Seward & Kissel LLP. Kevin works with sponsors and managers of various private investment funds and other pooled investment vehicles, ranging from private equity funds to hedge funds. He is a graduate of Fairfield University and received his J.D. from Boston College Law School. In today's episode we discuss the latest Side Letter study from Seward and Kissel LLP.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Tony Wenzel, Brandometry's Co-Founder and President. He brings over 20 years of experience as a business leader in fast growing technology firms. He founded 2 companies emphasizing the power of Brand as an intangible asset and source of value. In today's episode we discuss the approach of Brandometry and the increasing value of Brands and intangible assets. He holds an MBA with an emphasis in Finance.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with David Waters, CFA. He is the CIO of Alluvial Capital. Before this he worked at Wilmington Trust and BNY Mellon Wealth Management. In today's episode we discuss his approach, a couple of ideas, and looking into OTC's.
Enjoy and and thanks for the listen!
Hello listeners,
Today is a very special episode with Greg Zuckerman, the author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution". Greg has spent the last 23 years writing for the Wall Street Journal. He authored several books including "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters" and "The Greatest Trade Ever: The Behind-the-scenes Story of How John Paulson Defied Wall Street and Made Financial History". In today's episode we discussed what he learned from writing the story of the greatest hedge fund manager of all time.
You can find the book at: https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with the valuation master, Andrew Stotz. He is Co-Founder and CEO of A. Stotz Investment research and A. Stotz Academy. He is also Co-Founder and Finance Director of CoffeeWORKS Ltd. Lastly, he is the podcast host of My Worst Investment Ever Podcast. He received his Doctor of Philosophy in Finance from University of Science and Technology of China. He received his MBA and BSc from California State University-Long Beach. In today's episode we discuss the state of equity research, valuation mistakes, and some lessons from his podcast.
I encourage anyone to check out his podcast https://myworstinvestmentever.com/.
I also encourage anyone wanting to learn more on valuation to check out his master class at https://academy.astotz.com.
Enjoy and thanks for the listen!
Hello listeners,
In today's episode I discuss who TradeZero America is and what they are trying to achieve with their Co-Founder, Dan Pipitone. We discuss trade free commissions, their system of finding shorts, and why passive investing is complementary to the brokerage industry.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Keith Smith, Portfolio Manager of Bonhoeffer Fund. Keith brings over 20 years of valuation experience and is a CFA charter holder. Before this, he was Managing Director of a valuation firm and developed an expertise in corporate transactions, distressed loans, derivatives and intangible assets. He is a graduate of UCLA with a MBA. In today's episode we discuss his approach and strategies too investing.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Will Hershey, Co-Founder and CEO of Roundhill Investments. Before this, he served as head Trader with Yorkville Capital Management and worked with Yorkville ETF advisors. Will is a CFA Charterholder and a member of New York Society of Security Analysts. He is a graduate of Vanderbilt University with a BA in economics. In today's episode we discuss the E-sports industry and why the ETF is a superior structure.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Philip Moustakis, counsel in the Litigation group at Seward and Kissel LLP. Philip advises companies and individuals on SEC enforcement matters, other regulatory and criminal enforcement investigations, internal investigations, and cryptocurrencies and blockchain technology. In today's episode we discuss Syed Arbab and the alleged Ponzi scheme.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Raoul Pal, Co-Founder and CEO of Real Vision. Before founding Real Vision, Raoul previously worked at Goldman Sachs as Head of European Hedge Fund Sales - Equities and equity derivatives and worked as a Portfolio Manager at GLG Partners. In today's episode we discuss his trading approach and the founding of Real Vision.
I encourage everyone to check out Real Vision and their Youtube Channel: https://www.realvision.com https://www.youtube.com/channel/UCBH5VZE_Y4F3CMcPIzPEB5A
In addition, they will have a Gold vs Bitcoin slate beginning Oct. 14.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Steven Kiel, founder and portfolio manager of Arquitos Capital and chairman of Enterprise Diversified. Before founding Arquitos, Steve was an attorney in a private practice.He is a member of the army reserves and a veteran of operation Iraqi freedom and currently holds the rank of major. In todays episode we discuss his approach and the willow oak asset management. I want to welcome Steve to the show and I want to welcome all our listeners to a very special episode.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Steve Nadel, Partner at Seward & Kissel. He has over 25 years of experience as an attorney to hedge funds, private equity funds, and registered advisers. In this episode we discuss The Seward & Kissel 2017/2018 Form ADV Study which highlights some of the latest business trends for the largest SEC-registered hedge fund advisers.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Wayne Himelsein, President and CIO of Logica Capital Advisers. Wayne began his career as a proprietary trader at Carlin Financial Group. He then launched his first hedge fund in 1999 where he managed money for private clients as well as major institutions such as Hyundai Securities. He is a graduate of University of California Berkeley. In today's episode we discuss his approach too investing.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Bob Robotti, president and CIO of Robotti & Company. He founded Robotti & Company since 1983. Before this he was vice president and shareholder of Gabelli & Company, Inc. He is a graduate of Bucknell University and earned his MBA in Accounting from Pace. Bob is also a CPA. In today's episode we discuss his overall approach and why there is still opportunity for value investors today.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Don Steinbrugge, founder and CEO of Agecroft Partners. In today's episode we discuss his recent article on Hedge Fund Performance Reporting and the kinds of issues that both managers and investors should seek to be addressed.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Dev Kantesaria, Managing Partner at Valley Forge Capital Management. Dev is a graduate of Harvard Medical School. He began his career at McKinsey & Company where he was a senior associate. He was then principal at TL Ventures. After this he was General Partner at Devon Park Bioventures. In today's episode we discuss his approach and why he has a concentrated portfolio.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with the founder and CEO of GraniteShares, Will Rhind. Will has extensive experience in both the ETF and gold industries. He was principal at iShares from 2002 to 2007. Following this he was managing director, USA at ETF Securities. He was then CEO of World Gold Trust Services. He is a graduate of the University of Bath. In today's episode we discuss High Income Pass Through Securities.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Trip Miller, founder and managing partner of Gullane Capital LLC. He previously worked as an associate in the Investment Banking and Equity Research Groups at Wunderlich Securities in Memphis. Before this, he was a research and portfolio management assistant for Trusco Capital Management. He is a graduate of the University of Mississippi with a BBA in Managerial Finance and earned his MBA from the University of Florida. In today's episode we discuss his approach and what he is looking at today.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Andrew Chanin, CEO at ProcureAM and Micah Walter-Range, president of Caelus Partners. Andrew began his career with ETFs in 2007 working at Kellog Group where he worked his way up to lead market maker for global and International equity ETFs. Micah was founder of Space investment services back in 2016. Before that he worked at the Space Foundation where he was a research analyst and director of research and analysis. In today's episode we discuss the UFO ETF and the space industry.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Geoff Gannon, portfolio manager, podcaster and investment writer. He manages accounts at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. He has been writing and podcasting about value investing since the 2005 at the age of 19. He has written hundreds of articles for Seeking Alpha and GuruFocus. In 2006, he launched his own investing newsletter, Gannon On Investing. In today's episode we discuss his overall approach to investing.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Gerhard Anderson, Partner at Seward & Kissel. Gary is a partner in the Corporate Finance Group at Seward and Kissel LLP. Gary represents public and private companies, private investment funds, investment management firms, financial institutions, business owners and managers in connection with a variety of business transactions, financing s and general corporate matters. He also represented clients in Cross Border transactions. He received his BA from Lafayette College and JD from Case Western University School of Law. In today's episode we discuss the recent report done by Seward & Kissel, "Seed Transaction Deal Points".
You can find the article: https://www.sewkis.com/wp-content/uploads/2014-2018-Seed-Transactions-Deal-Points-Study.pdf
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Joe Cioffi, author of Credit Chronometer. He recently released a 360 degree report that gauges expectations that encompasses all subprime auto participants. Joe is a partner at Davis & Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He has experience representing financial institutions in Financings, Insolvency Strategies, Restructurings, Creditor’s Rights/ Bankruptcy, Acquisitions. Joe is holds a BBA from Pace University, an MBA from New York University and JD from Rutgers School of Law.
Enjoy and thanks for the listen!
Good morning podcast listeners,
Today is a very special episode with Mitch Kovitz and Joel Hirsh with Kovitz Investment Group where Kovitz is a sub advisor to the Capital Opportunities Fund (CAPOX). Mitch is the founder & principal, and portfolio manager of Kovitz Investment group. He graduated University of Illinois with a BS in Accounting and is a CPA and a CFA. Joel Hirsh is principal and portfolio manager at Kovitz Investment Group. He began his career at KeyBanc Capital Markets as an equity research analyst. He is a graduate of University of Michigan with a BA in Economics. In today's episode we discuss their approach and what makes them different.
Enjoy and thanks for the listen!
Simon Lack talks about Brexit, the US vs China trade war, and the US energy sector. Learn why the US is poised on the edge of the future and why that future looks incredibly good for investors.
Good morning listeners,
Today is a very special episode with Nelson Wu. Nelson is the founder of Open Square Capital and he serves as the managing director. He has over 20 years of international business and consulting experience. He has extensive experience in M&A, cross border transactions, and legal entity optimization. He earned his BA from University of California, Berkeley and JD from University of Minnesota Law School. He is admitted to practice law in the state of California. In todays episode we discuss his approach to investing and the themes he has found attractive.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Brian Boyle, CFA, and Erik Ritland, CFA. Brian is the president and portfolio manager at Boyle Capital and Erik is a research analyst at Boyle Capital. Prior to founding Boyle Capital, Brian worked as a portfolio manager at DCM. Before joining Boyle, Erik worked as a research analyst at Prairiewood Capital. In today's we discuss their approach, process, and the state of value investing.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Henry D. Wolfe, author of "Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value". Henry has experience as a private investor where he functioned as an active catalyst to create shareholder value. He is a graduate of Clemson University. In today's episode we discuss why the current governance system is flawed and his proposal for a better way to create value.
Enjoy and thanks for the listen!
Interview with Simon Lack of SL Advisors, that takes an in depth look at the US pipeline industry. Find out why the US will soon export more energy products than we consume, and why now is a great time to invest in the energy sector.
Good morning listeners,
Today is a very special episode with Seth Patinkin, founder and CEO of Ampersand Markets. He previously worked as a financial engineer at Prop Trading Co. and Infinium Capital Management. In today's episode we discuss Ampersand Markets and how he is modernizing the metals market.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with David Miller, Co-Founder, Chief Investment Officer and Senior Portfolio Manager of Catalyst Capital Advisors. Before co-founding Catalyst, he founded an investment newsletter back in 2005 where he identified undervalued stocks with a near term catalyst. He graduated University of Pennsylvania with a BS in economics and an MBA from the University of Michigan. In today's episode, we discuss IPOs and his IPOX fund.
Enjoy and thanks for the listen!
Good morning podcast listeners,
Today is a very special episode with Cornelius Bond, author of "T. Rowe Price The Man, The Company, and the Investment Philosophy." He joined T. Rowe as a technology analyst back in 1960. He is a graduate of Princeton University with a B.S. in Electrical Engineering. In today's episode we discuss his book on T. Rowe Price and his investment philosophy.
You can find the book here: https://www.amazon.com/T-Rowe-Price-Investment-Philosophy/dp/1119531268?tag=valuewalkllc-20
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Steve Nadel, partner in Seward & Kissel's Investment Management Group. He joined the firm in 1997 and became partner in 2001. He is the author behind The Seward & Kissel New Hedge Fund Study and The Seward & Kissel Side Letter Study. In today's episode we discuss his findings and trends based on The Seward & Kissel New Hedge Fund Study https://www.sewkis.com/wp-content/uploads/Seward-Kissel%E2%80%99s-2018-New-Hedge-Fund-Study.pdf
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Peter Mantas and Matthew Castel, General Partners of Logos LP. Both share an array of business and legal experience. Peter's experience includes senior managerial roles at large information service and enterprise technology companies and he has capital market experience working in alternative investments at McCarthy Tetrault LLP. Matthew's experience includes working at large enterprise technology companies and international legal firms such as Fasken Martineau LLP. In today's episode we discuss their approach to investing and their take on mental models.
Enjoy and thanks for the listen!
Hello listeners,
Today is a very special episode with Alex Pettee, CFA, the president and head of ETFs for Hoya Capital Real Estate. He is a graduate of Georgetown where he was a dual-degree holder and a two sport athlete. In this episode, we discuss why he started HOMZ and how it is the first of its kind to include the other aspects of residential real estate such as home financing, technology & services. We also discuss how he defines the residential real estate market. I want to welcome Alex to the show and all our listeners to a very special episode.
Enjoy and thanks for the listen!
An interview with Kyle Bass of Hayman Capital on investing, American policy regarding China and much more!
Good morning listeners,
Today is a very special episode with David Marcus, co-founder, CEO, and CIO of Evermore Global Advisors. He began his career with Michael Price at Mutual Series Fund. Afterwards, he founded Marcstone Capital Management, LP, a long short Europe fund which was largely funded by Jan Stenbeck, a Swedish Financier. David cofounded Evermore Global Advisors back in 2009. He is a graduate of Northeastern University with a B.S. in Business Administration and a concentration in finance. In this episode we discuss his philosophy and approach and the lessons he learned from Michael Price.
Enjoy and thanks for the listen!
Part I https://soundcloud.com/valuewalk/david-marcus-ceo-and-cio-of-evermore-global-advisors-part-1
Eric Boughton, the Chief Analyst at Matisse Capital talks about CEFs and explains why they could be an integral part of your portfolio. He also explains Matisse Capital's position in Pershing Square, the hedge fund managed by Bill Ackman.
Good morning listeners,
Today is a very special episode with David Marcus, co-founder, CEO, and CIO of Evermore Global Advisors. He began his career with Michael Price at Mutual Series Fund. Afterwards, he founded Marcstone Capital Management, LP, a long short Europe fund which was largely funded by Jan Stenbeck, a Swedish Financier. David cofounded Evermore Global Advisors back in 2009. He is a graduate of Northeastern University with a B.S. in Business Administration and a concentration in finance. In this episode we discuss his philosophy and approach and the lessons he learned from Michael Price.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very very special episode with William Bernstein. He is back for another episode in which we discuss his upcoming book, "The Madness of Crowds". We discuss the history of human irrationality. Dr. Bernstein is a retired neurologist and PhD. He authored many financial books such as "4 Pillars of Investing", "A Splendid Exchange", and many more.
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with the founder of ValueWorks, Charles Lemonides. He founded Valueworks back in 2001. He began his career with Gruntal and Co in their research department. He then joined Sterling Advisors, an investment advisory unit of Gruntal and Co. He has his Bachelors in History from Vassar College and pursued graduate studies in Economics from New York University. He received his CFA designation in 1989. I want to welcome Charles to the show and I want to welcome all our listeners to a very special episode.
You can find Charles hotel at https://www.iwantaroomatthebeach.com
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with the co-author of "The Culture Question: How to Create a Workplace Where People Like to Work", Randy Grieser. He is also the author of "The Ordinary Leader. Randy is the CEO and founder of ACHIEVE Centre for Leadership and Workplace Performance and the Crisis & Trauma Resource Institute. He received his Master in Social Work from the University of Manitoba and Bachelors in Conflict Resolution from the University of Winnipeg. In today's episode we discuss the book he co-wrote and what are the underlying principles to have a good work place culture.
For more information on Randy and "The Culture Question: How to Create a Workplace Where People Like to Work"
https://theordinaryleader.com
https://www.amazon.com/Culture-Question-Create-Workplace-People/dp/1988617081
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Eduardo Alfonso Atehortua, Head of Latin America (excluding Brazil) Principles for Responsible Investing. Prior to joining PRI, Eduardo worked as a Professor of Sustainability at Universidad EAFIT, a Sustainability Manager at Deloitte, and a Research Assistant at Banco de la Republica. He received a BA in Economics from Universidad EAFIT and a Masters in Sustainable Studies from Escuela de Organization Industrial. In today's episode we discuss ESG investing in Latin America.
Check out the UN Principles For Responsible Investing at https://www.unpri.org
Enjoy and thanks for the listen!
Good Morning Listeners,
Today is a very special episode. I am joined with Dan Rasmussen, the founder and Portfolio Manager of Verdad, Nick Schmitz, Japan Portfolio Manager, and Brian Chingono, Director of Quantitative Research. In today’s episode we discuss what they find works in investing.
Transcript here https://valuewalkpremium.com/2019/02/quantitative-investing-rasmussen-schmitz-chingono/
HiddenValueStocks interview with Verdad from the summer of 2017 on their favorite small caps is right here https://hiddenvaluestocks.com/previous-issues/
Check out the Verdad at http://verdadcap.com. I encourage everyone to join their emailing list with their weekly commentaries.
In addition, check out their research papers: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2639647
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2776355
Enjoy and thanks for the listen
Good Morning Listeners,
Today is a very special episode with George Muzea, the author of “The Vital Few vs The Trivial Many”. He founded and is president of Muzea Advisors. George has over 40 years of experience as an investment professional. He graduated University of Connecticut with a BS Business Administration and received an MBA from New York University. In this episode, we discuss how to analyze insider actions.
http://www.vitalfew.info
Enjoy and thanks for the listen!
Hello Listeners,
In today’s episode, I am live with Jonathan Boyar, the president of Boyar Value Group, where discuss his approach, process, and some ideas. He started his career at GAMCO investors and then joined Boyar Value Group. He graduated Cornell University with a B.S. in Applied Economics and Business Management and earned a Dean’s Merit Scholarship from the Cardozo School of Law. After law school, he worked as a litigator at the medical malpractice defense law firm, Martin Clearwater and Bell.
Check out his podcast: "The World According to Boyar" jboyar@boyarvaluegroup.com
Thanks for the listen and enjoy!
Hello Listeners,
Today is a very special episode with Kimberly Rios, the portfolio manager at Catalyst Hedged Commodity Strategy Fund. Mrs. Rios began her career as currency trading assistant and then proceeded to Brandes Investment Partners in their currency team and equity team. She received her CFA designation in 2001 and earned her Charted Market Technician designation in 2014. In today's episode we discuss technical analysis and commodities such as gold, oil, and corn.
Enjoy and thanks for the listen!
Gate City Capital Management, LLC is a hedge fund based in Chicago, IL - see our interview and read our in-depth profile https://valuewalkpremium.com/?p=2070957
Hello Listeners,
Today is a very special episode with the founder and CIO of Kerrisdale Capital, Sahm Adrangi. We discuss his views on investing, activist short selling, and the use of social media as a tool for activist shorts. Sahm, recently presented at the Kase Learning Short Selling Conference in New York. He presented on CARG and you can watch the presentation at the link https://valuewalkpremium.com/2018/12/sahm-adrangi-short-cargurus-carg
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with the co-founder and CEO of Distillate Capital, Thomas Cole, CFA. We talk about his investment approach and why he chose the passive approach. I encourage everyone to checkout his white papers and reading list.
http://distillatecapital.com/insights
http://distillatecapital.com/wp-content/uploads/2018/10/Distillate_Insights_Reading_List.pdf
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Howard Green, the author of "Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison". Howard wrote an excellent biography on the life of Hunter Harrison who is possibly the best railroader of all time.
https://www.amazon.com/Railroader-Unfiltered-Controversy-Four-Time-Harrison/dp/1989025048/ref=sr_1_sc_1?ie=UTF8&qid=1544119020&sr=8-1-spell&keywords=rail+roader+Howard+green
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Gabriele Grego, founder of Quintessential Capital. He is known for his shorts such as Globo Plc and recently, Follie Follie. We talk about shorting and how he attacks frauds. Gabriel will also be presenting another brilliant short idea at Kase Learning Shorting Conference this December 3, 2108. Use VW10 for a discount.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Whitney Tilson where we talk about his stories of shorting and lessons he learned through the years. In addition, Kase Learning has an upcoming All Shorting Conference December 3rd.
For those listening, use VW10 to save for either the live event or webinar.
https://www.kaselearning.com/
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with the founder of Rosevine Capital, Abhinav Shah. We discuss the launch of his new fund and his overall investment philosophy and approach.
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Jim Osman, the founder of the Edge. He is back and shares more wisdom on investing in spinoffs. Also, Jim is hosting another Spinoff Conference with a star studded line up and all proceeds are donated to the Alzheimer’s Association.
https://www.eventbrite.com/e/how-to-exploit-the-value-in-spinoffs-tickets-52091456950
Enjoy and thanks for the listen!
ValueWalk interview with Howard Marks on Oaktree Capital Management on his new book Mastering the Market Cycle: Getting the Odds on Your Side, value investing, reading, his life and much more
Good morning listeners,
Today is a very special episode with Phil Bak, the founder and CEO of Exponential ETFs. Exponential ETFs manages the American Customer Satisfaction ETF and the Reverse Cap Weighted ETF. Before this, he was the managing director at the New York Stock Exchange where he grew the NYSE listing business to 90% market share by AUM and over 2 trillion in total assets for NYSE listed ETFs. He is a graduate of Yeshiva University and is a chartered alternative investment analyst. I want to welcome Phil to the show and all our listeners to a very special episode.
1:20 – Tell me about your background and what led you to the finance industry?
2:01 – What led you to the ETFs?
4:10 – When you first started, how would you define an ETF and has it changed now?
7:20 – How has the industry progressed since you got started?
10:15 – When you try to find those strategies, how do you go about it?
11:38 – Where do you find inspiration for thinking outside the box?
15:40 – Can you describe more about the research behind your 2 ETFs?
18:25 – Is it specific to US?
19:30 – Can the customer satisfaction be seen in the R&D portion of the company?
22:00 – For the reverse cap, did you find any interesting findings?
24:10 – Can you project the CSAT into the future?
25:10 – How would you define risk?
27:15 – In terms of your ETF, how do you manage risk?
29:05 – What are your views on active investing?
30:15 – Do you view active management as your competition?
31:15 – What are your favorite books?
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Eric Ervin, founder and CEO of Blockforce Capital. In today's episode we discuss ETFs and blockchain.
1:33 – Tell me about your background and what led you to finance?
2:21 – What led you to ETFs?
3:55 – You recently converted Reality Shares to Blockforce, may I ask why and what led to that?
5:55 – What excites you most about the blockchain space?
8:20 – Who are the companies heavily investing in blockchain?
10:40 – How do you evaluate companies investing in blockchain is can you find out the return on investment?
14:06 – With the venture, hedge fund, and ETF, do you have an overall process and approach?
16:50 – On a personal level, do you follow a particular philosophy?
19:04 – What are cryptocurrencies and crytoassets and what are the differences?
24:05 – When you invest in cryptocurrencies, how do you approach it and what do you look for?
28:21 – How do you define risk? How do you measure and manage it?
32:05 – What is your pragmatic view of blockchain and digital assets?
37:04 – What are your favorite books?
Enjoy and thanks for the listen!
Salil Mehta. He is chief risk and analystics engineer and is a weekend professor at Columbia.
Hello Listeners,
Tobias is back for another episode with my co-host, Adam. Tobias is the author of the "Acquirer's Multiple" and founder and managing partner at Carbon Beach Asset Management.
1:25 – Just curious to start out with a 30,000 foot view where the Acquirer’s Multiple fits into this and what you are adding?
6:32 – Do you think that American Express investment represented the shift in the evolution into Buffet’s style like the first non-Ben Graham style investment?
12:26 – What is the apples to apples outperformance of the Acquirer’s Multiple methodology compared to Greenblatt’s magic formula?
12:56 – Have you had the opportunity to speak with Greenblatt and present your findings to him?
14:19 – The Acquirer’s Multiple methodology?
16:42 – How do you spend most of your day?
22:51 – What are your views on the passive versus active debate?
22:50 – So you start out with the screen and look at each company and then defer back to the screen, how do you does the process work?
26:45 – Did you construct this system yourself?
29:37 – If you had to pick one stock and hold it for the next 30 years?
30:47 – How many factors due you screen on?
32:41 – What advice would you give a young millennial entering the money management business?
34:28 – What is the most important thing people do not know about you?
39:05 – What do you know now that you wish you knew then?
42:37—What do you do for fun?
Enjoy and thanks for the listen!
Today is a very special episode with Tian Yang, head of research at Variant Perception.
Today is a very special episode with the founder of Hermitage Capital, Bill Browder. Hermitage was once one of the largest investment funds in Russia - listen to the story and much more on this world famous investor and activist below
Elizabeth Lilly, the founder and president of Crocus Hill Partners talks micro cap value hunting
https://www.valuewalk.com/
Hello Listeners,
Nick Cowan is the Founder and Managing Director of GSX Limited. Prior to this he was a professional trader working at NJC Trading and was Global Head of Equity trading at ING. He also served as a managing director at Bear Stearns UK.
Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. In today’s episode we discuss the present state of financial advisors, the problems facing them, and his company Robust Wealth.
Hello Listeners,
Today is a very special episode back with Rachel Carpenter, founder and CEO of Intrinio.com. Intrinio is helping make financial information accessible and affordable for everyone who uses financial information or who would like financial information. In today’s episode we discuss the latest features of Intrinio and the stories of the early days.
1:18 – What are the new developments?
2:50 – How does the financial modeling function work?
5:00 – Can you tell me about the excel add-in and the stock screener as well?
8:41 – What are the new tools for the developers?
12:02 – How is the developer program progressing and what are some of the apps that they are building?
15:33 – What is the blogger program and how does that work?
17:13 – Tell me about the early days and bootstrapping efforts?
23:33 – What were the early days like in terms of customer acquisition?
27:17 – How important is customer service and what did you learn from making over 2500 calls?
29:22 – Anything that you learned to help make your product better?
31:26 – What is your advice to entrepreneurs and how to incorporate customer feedback?
33:09 – Is being located in Florida a competitive advantage?
35:37 – What are the key business lessons you have learned so far?
37:43 – What lessons have you learned as CEO and founder?
39:32 – Your thoughts on blockchain
41:20 – What are you excited most coming 2018?
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with one of my all time favorites, Professor Damodaran. He teaches Corporate Finance and Valuation at the Stern School of Business at New York University. In this episode we discuss many topics with an emphasis on what makes a good investor and the need to be honest with yourself.
1:23 – Can you tell me about your background and what led you to finance and teaching?
1:44 – You recently came out with the 3rd edition of the “Dark Side of Valuation”, can you tell me the new updates?
3:46 – Should investors be afraid of uncertainty or embrace it?
4:45 – What are the core principles in determining intrinsic value?
6:51 – There is a chapter that I liked that talked about the difference between valuing and pricing, between an investor and a trader, can you talk about that?
8:47 – How should beginning investors or people in the profession stay honest and stay consistent with what they doing and within their process?
12:03 – How would you define skill in investing?
14:23 – What would your advice be for the millennials surrounded by all these financial products?
17:42 – Can you tell me more about your decision process (value relative to price)?
21:25 – What about when investors say let them ride?
25:05 – What are your views on factor based investing?
28:18 – Can valuation be automated?
32:10 – What are your views on short selling?
39:40 – How should beginning investors should view investing and preserving their worth?
44:19 – What are your favorite books?
48:06 – What are your hobbies?
Enjoy and thanks for the listen!
BP Capital Funds Insights: https://www.bpcfunds.com/insights/
1:37 – How was the launch of your first ETF?
4:19 – Can you walk me through the process on how you construct and select for the ETF?
10:14 – Can you talk more about the energy value chain and metrics you look at?
13:54 – Can you talk about an idea or company in your portfolio?
20:39 – Can you talk about more on how the US can potentially be a net exporter in the coming years?
22:29 – How has the US shale production affected that and the new technology?
24:21 – How do you construct your portfolio to include all aspects of the energy value chain and how do you position your best ideas?
26:25 – Do you keep the portfolio fairly diversified or concentrated?
27:46 – What has driven the oil price movement?
31:49 – What should investors be aware in regards to oil prices and those misconceptions?
33:54 – Can you talk about the company level execution risk? Are they temporary and can they be fixed?
39:39 – When you visit the oil sites, can you share some stories of your experiences?
42:39 – What are your guys’ favorite hobbies?
49:00 – What are your favorite books?
50:08 – What are your closing thoughts?
Enjoy and thanks for the listen!
Today is a very special episode with Jim Osman. He is the founder and CEO of The Edge Consulting Group. In today’s episode we discuss what special situations are, the potential opportunities for investors, and his firm the Edge.
Jim is also hosting a free special situations conference and all that is ask is a donation for The Alzheimer's Association.
https://www.eventbrite.com/e/how-relevant-are-spinoffs-as-investments-tickets-45492433092?aff=ehomesaved
Good morning listeners,
I have a very special guest, Niels Jensen. He is the CIO of absolute return partners which he founded back in 2002. He has over 30 years of both investment banking and investment management experience. He started in Lehman in London and later joined Goldman Sachs. He became co-head of US equity business in Europe in 1992 and then joined Oppenheimer. He then rejoined Lehman in 1999 where he was in charge of European Wealth Management. Niels is a graduate of the University of Copenhagen with Masters in Economics. In this episode we discuss his recent book, “The End of Indexing”.
I also want to note we had some connection issues and I want to apologize in advance for any inconveniences.
I encourage everyone to check out his fantastic newsletters and also his book, “The End of Indexing: Six Structural Mega-Trends That Threaten Passive Investing”.
https://harriman-house.com/endofindexing
https://www.arpinvestments.com/absolute-return-letter
1:34 – Tell me about your back ground and how you got started in finance and the investment profession?
3:21 – How would you describe your investment philosophy and strategy?
7:10 – You recently came out with your book, “The End of Indexing”, can you tell me more about the other 6 megatrends?
18:57 – How do you take advantage of these 6 structural megatrends? How should investors use this as part of their analysis?
27:14 – How do we improve productivity?
32:53 – How should we approach index investing?
34:32 – What are your favorite books?
Enjoy and thanks for the listen!
Good Morning Listeners,
Today is a very special episode with Bob Schmidt, the manager of the Brandes Institute. Bob is responsible for overseeing the project research and analysis, developing publications and presentations, and special events for Brandes Institute. Prior to this, he was the head financial writer at Nicholas-Applegate. Bob is a graduate of Duquesne University with a BA in English and a Master from California State University San Marcos. In this conversation, we discuss the research of the Brandes Institute.
1:16 – Can you tell me about your back ground and what led you to finance and investments?
2:16 – What led you to Brandes Institute and what is your current role there?
3:56 – What are the topics that the Institute researches and how do you generate ideas for researching your topics?
7:27 – Can you tell me more about the approach that Brandes Institute takes in their research process?
12:56 – For the behavior investing, are their any topics you are excited about?
17:53 – You recently wrote a white paper and you pose a question, “What are the characteristics or attributes that are required to enable an investment organization to successfully pursue long term opportunities?” Can you tell me about that?
29:26 – Can you tell me more about other research that the institute is researching?
36:36 – On a personal level, do you follow a particular investment philosophy and how would you characterize your approach?
43:45 – How would you define risk?
49:15 – What are you favorite books?
Enjoy and thanks for the listen!
Dr. Howard Schilit.
1:29 – Tell me about your background and how you got started in this profession?
4:55 – How would you define financial shenanigan? How is fraud and manipulation different?
20:35 – Can you walk me through Valeant?
31:00 – Talk about behavior of companies
44:00 – The forensic mindset
50:15 – Tell me about the time with the Enron CFO
Hello Listeners,
Today I have a very special guest, Kevin Worth the CEO of CoinDesk. Kevin held multiple executive roles in the finance and media industry. He was previously the CFO at Geller & Company and the founder and CEO of The Deal. He graduated Harvard Business School with an MBA and a BS in Finance from Lehigh University. In this episode, we discuss the landscape of cryptocurrency news and Coinbase role in providing timely quality news about blockchain and crytocurrencies.
1:11 – Tell me about your background and how you got started in the media and finance industry.
3:58 – What attracted you to the blockchain and crypto space?
6:37 – Can you tell me about your partnership with the local Korean Paper?
9:29 – How has the rise of crypto and blockchain affected the media industry?
11:28 – You also partnered with Morningstar for the Japanese market, where else do you see interest?
16:28 – What challenges do you have covering this space?
17:32 – What are your favorite books for leisure and business?
Links for CoinDesk and Consensus 2018: https://www.coindesk.com/events/consensus-2018/ https://www.coindesk.com/
Enjoy and thanks for the listen!
Good morning listeners, Today I have a very special guest. Anne Stevenson-Yang is the Co-founder and Research Director of J Capital Research. She cofounded J Capital back in 2007. Some of the areas she covers are solar, internet, medical devices, property, and China’s maco-economy. Before J Capital Research she cofounded Blue Bamboo Adventures, an online media business. She has worked in China for over 25 years and worked as an industry and trade advocate. In this episode we discuss her company J capital Research and investing in China.
1:16 – Can you tell me about your background and how you got started in the finance and investment industry?
2:45 – How did you guys get started in J Capital Research and what area did you specialize in?
6:45 – You guys do trips to China, Mongolia, and Australia…
8:55 – Do you have any stories on Mongolia?
11:16 – How did your firm develop their area of expertise?
12:00 – Any other countries or markets you wanted to expand into?
13:00 – What are examples of big Chinese brands in the consumer space?
15:20 – How would you characterize or describe your way of financial analysis and investigating companies?
16:35 – When you evaluate your shorts and longs for the company, how do you define and manage the risk for that company?
19:20 – In terms of the idea being actionable, do you try to do it within a year?
22:36 – Can you tell me about your idea generation process?
25:29 – What are your views on investing in China and Asia in general?
31:44 – Can you tell me about the retail investor market in China?
33:00 – What opportunities do you see for managers investing in China and challenges they face?
39:27 – What are your views on the trade war?
41:30 – Your views on bitcoin and cryptocurrency in China and how they are dealing with that?
44:37 – What are your favorite books?
52:05 – If people want to visit China, when is the best time?
53:03 – Who are your mentors?
Enjoy and thanks for the listen!
Good Morning Listeners,
Today is a very special episode with Evan Sohn, the cofounder and vice president of the Sohn Conference Foundation. The Sohn Conference foundation was started by Evan, his mother, Judith Sohn, and Ira Sohn’s friends, Douglas Hirsch, Lance Laifer ,and Daniel Nir back in honor of Ira Sohn. The conference brings the best and brightest of Wall Street to present their innovative ideas and stock picks. Money is raised to support medical research and treatment for childhood cancer and pediatric diseases. This is considered the Superbowl of Investment Conferences and it will begin April 23rd at the Lincoln Center in New York City.
1:00 – How did the Sohn Conference get started?
2:25 – Tell me about your brother. What was he like? What was his role in the Hackensack treatment?
4:03 – Can you tell me about what he meant to his community particularly Jamaica Estates?
5:27 – What were the early days like?
9:16 – Is there any particular breakthroughs that are exiting you?
15:33 – Can you share some reflections
17:51 – What are your favorite books
I encourage everyone to be part of one of the most exciting days in finance. You will find more information on registration and details of the conference at http://www.sohnconference.org/.
Enjoy and thanks for the listen!
Good morning Listeners,
Today I have a very special guest, Roger Fan, the Chief Investment Officer and founder of RF Capital Management, llc. He graduated University of California, Davis with a Bachelor’s of Science in Psychology, Biology Emphasis and he earned his JD from Texas Tech University School of Law. Roger just launched his fund this past year in 2017 with a focus on investing in Asian and North American Equities. His fund adheres to the value investment principles. In this conversation we cover a wide range of investment topics from his investment philosophy, definition of risk, value traps, and being a fund manager and entrepreneur.
Below is an excerpt from our conversation.
RP: “What are your thoughts on value traps and how do you avoid them?”
Roger Fan: “With value traps, it really goes back to doing the proper investment analysis. Value traps happen because there were gaps in your analysis and there were things that you missed. You did not do the proper valuation work. So I think intellectual honesty is a very important thing. You have to know what you know and know what you don’t know. You also have to realize there is a possibility that you don’t know what you don’t know. It is very important to be intellectually honest during the investment research process. I think I don’t agree with the term value trap; I think there are just investing mistakes. So it goes back to reading everything you can, being curious, doing the right work, doing the right valuation work. If you do everything right, you should have a really high batting average and your going to make mistakes but the beauty of this business is that you can be right about 2/3rds of the time and your still going to have an amazing track record. If you are right on your high conviction ideas. If you are right on all your 25 percent position ideas, your 20 percent ideas; your going to do well over the long term. So that is I would say how you avoid investing mistakes.”
1:06 – Tell me about your background and how you got started in investing?
7:02 – What is your overall investment philosophy? What attracted you to it and why?
9:21 – What are the investment strategies that you implement like shorts, options, special situations?
16:59 – Is there a particular industry or sector you specialize in or you just go where the opportunity is?
23:53 – How do you measure and define intrinsic value?
26:27 – How do you measure growth and is growth included in you intrinsic value calculation?
27:57 – How would you define and measure risk?
31:41 – What are your thoughts on value traps and how to avoid them?
33:28 – You recently launched your fund, can you tell me about that experience and what you have learned so far?
38:25 – Are there any lessons you learned being and entrepreneur and running a business on your own?
40:21 – Can you tell me about your daily activities and what you enjoy the most about running your own fund?
44:37 – Did you have any mentors and who did you look up to?
46:11 – Do you have any general favorite books?
48:30 – Closing thoughts
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Simon Lack, managing partner at SL Advisors. Prior to SL Advisors, Simon worked at JP Morgan for 23 years and was part of a committee responsible for allocating over 1 billion dollars to hedge funds. He authored “The Hedge Fund Mirage: The Illusion of Big Money and Why It Is Too Good To Be True”, “Bonds Are Not Forever: The Crisis Facing Fixed Income Investors”, and “Wall Street Potholes: Insights from Top Money Managers on Avoiding Dangerous Products”. In this episode we discuss the energy industry, MLPs, tax implications, and the shale revolution. He shares why there is no better time to be in America to take advantage of the shale revolution and MLPs.
Below is an excerpt from our conversation:
“I think most energy infrastructure ETFs focus just on MLPs and they miss on Canadian companies. We include Canadian companies in our fund because the pipeline network crosses back and forth the US Canada border in many places and big infrastructure Canadian companies own substantial assets in the United States. So there is not a great distinction from an Economic standpoint between the two countries in terms of energy infrastructure and they sort of link up. So they will miss out Canadian companies as well. I think that not enough people focus this huge positive story that is American energy independence that the shale revolution is bringing about. It is a thematic story and it will be with us for many years. We are going to keep seeing record output in crude oil and natural gas. In fact we are seeing record output now in March 2018.”
1:34 – How did you get started in finance and the investment industry?
4:20 – Can you tell me more about your work and the issues in the field?
7:26 – How would you characterize your investment style and do you follow a particular investment philosophy?
8:55 – How do you define risk and how do you manage it?
14:42 – Can you tell me how your fund is set up to take advantage of the shale revolution?
19:12 – How is US oil and gas producers exhibiting financial discipline by focusing on sustainability and production of growth?
21:09 – Why are most energy ETFs missing out on the shale revolution?
30:11 – Can you tell me more about the trend of energy infrastructure and the change from mlp to c corp?
34:14 – Where are the growth opportunities in the energy sector today?
39:26 – What are your favorite books?
41:35 – Who are your mentors?
Enjoy and thanks for the listen!
Good Morning Listeners,
Today is a very special episode. I have Travis Briggs, CEO of Robo Global, and Jeremie Capron, head of Research at Robo Global. They are the first to create an index that tracks robotics, automation, and artificial intelligence. We discuss what comprises the ROBO Global ETF and the team behind it.
Below is an excerpt from our conversation: “The original idea came from one of our partners who runs a macro research firm out of Hong Kong. He had written a book called “Too Close for Comfort” and a large component of that was where robotics and automation was headed. The other part of the team of ROBO Global came from the financial background side and thought it would be really interesting and great long term growth opportunity potentially for investors. We looked around and there was no investment products out there that addressed this. So four and a half years ago we created the first index that tracks the publicly traded global world companies that are directly involved with robotics, automation, and artificial intelligence and really try to capture that value chain for investors.”
1:35 – Tell me about your background and what led you to the finance industry and ETFs?
2:40 – What was the inspiration behind robotics, automation, and artificial intelligence?
3:53 – What is the ROBO Global ETF?
7:15 – Can you talk about the 12 subsectors and how you classify this industry?
9:23 – Where are key and emerging markets for this industry and what countries surprised you with a strong Robotics, Automation, and Artificial Intelligence?
12:10 – Which companies and which technologies excite you?
18:12 – If the bull market slows down, how much of this industry will be affected or will it continue to outperform?
20:48 – Is there a particular investment style that you follow?
23:18 – What are your favorite books?
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode with Tamas Vincze. He authored 18 and Cancer which tells his story about his journey, what he learned and how he dealt with the experience. Tamas is an investment professional at Quantum Pacific and graduated the University of Bath with a BBA in Finance. It this episode we talk about his journey and what he learned during that experience.
Below is an excerpt from our conversation about what led him to write 18 and Cancer.
"I always enjoyed journaling and keeping notes in general. I really find the whole process of having thoughts crystallized on paper very valuable and I have been doing it for a long time. I kept stacks of notes in different places and a lot about what cancer meant to me. To be honest it has been getting a bit out of control keeping track of it all and trying to organize it. So writing a book seemed like a good way to summarize everything. During the early part of 2016, I read a book by a gentleman named Peter Barton, “Not Fade Away”. The book details his story. He retired in 1997 when he was 46 years old from the world of media. He actually worked for Joe Malone in the cable business. He wanted to spend more time with his family but unfortunately he passed away 4 or 5 years later with a battle with stomach cancer. It is really a gem about the shortness of life and it had really inspired me to think my own story with cancer and how I might tell and share it.”
You can find more information on Tamas: - Website: http://tamasvincze.com - Amazon: https://www.amazon.com/Eighteen-Cancer-When-Growing-Optional/dp/1549925105 - Blog: http://tamasvincze.com/journal/ - Recent interview I did: http://www.valueinvestingworld.com/2017/10/an-interview-with-tamas-vincze-author.html
1:07 – Tell me about your background
1:37 – How would you characterize your investment style
2:24 – What led you to write 18 and Cancer and can you share your story?
3:45 – Tell me about that moment when your mother broke the news to you and what you felt as an 18 year old in that moment
4:54 – Tell me about the time when your attitude and mindset shifted to why not me?
7:23 – How did you develop your mindfulness?
11:27 – How important is it to develop a new routine and focus on the things that you can control?
12:25 – You have a chapter on loving yourself, can you tell me more about that?
14:38 – One of your bonus chapters is so what, can you tell me about your experience during those times and how you would address the question of so what?
15:57 – What is the most important lesson you learned and that you actively practice today?
18:21 – Do you have any advice for anyone going through a similar situation?
19:36 – How was that experience for your family?
20:49 – What are your favorite books?
22:18 – Who are your mentors?
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode. I am here live with Jared Broad, the founder of Quantconnect. Jared and his team are building a platform for anyone wanting to build quantitative trading strategies and a marketplace for anyone to license their trading strategies using alpha streams. They have done the hard part by building the infrastructure for quantitative traders and a vibrant community to share and learn from each other. We discuss the Quantconnect platform, his story and experiences, and how Quantconnect got started. Below is an excerpt of our conversation about where engineers find inspiration.
“That is the beauty about having a big diverse community. If you understand philosophy and psychology, then you will be using your philosophy and psychology experiences to pull into your trading strategy. Maybe you’re a math grad and you will be using mathematical techniques and thinking about things with hard numbers. Everybody got different inspirations by their experiences. That is kind of the beauty of a community of people is that they all have different experiences and they come together to design it in the Quantconnect ecosystem.”
1:14 – Tell me how it got started. What was your background and what led you to create Quantconnect?
4:38 – Can you tell me more about your experience in Chile?
6:13 – How was the startup culture?
7:20 – What is Quantconnect and how are you guys different from the others like Quantopian and Numerai?
9:07 – Can you tell me more about the LEAN program?
12:40 – Can you tell me more about the alpha streams and are your competitors doing anything similar to that?
15:36 – What are alpha signals and can you give examples and strategies that have generated alpha?
17:26 – How do you benchmark those signals?
18:30 – Where do engineers find inspiration for their strategies?
23:47 – Can you tell me about the Jupyter notebook?
26:20 – Do you personally subscribe to a particular investment philosophy and how would you characterize it?
28:33 – Do you seek any inspiration from others investors?
29:11 – What is your objective with Quantconnect?
30:03 – What are your favorite books?
You can find more information: https://www.quantconnect.com/
Enjoy and thanks for the listen!
Good morning listeners,
Today is a very special episode. I have Toby Loftin, managing principal and founder of BP Capital Fund Advisors. We discuss the various parts of the energy sector like the value chain and end users. We also discuss his time with T. Boone Pickens. Below is an excerpt on his time with T. Boone Pickens.
‘I tell you what, the first day I got there, April 1st 2010, I was sitting at my desk and I was nervous and he came walking down the hallway to start the first investment committee meeting. As I heard him coming I popped up out of my seat, he stopped and looked me in the eye and said “are you making any money yet?” I said sir I am getting to it. That is what we are doing, we are preparing. He is constantly thinking about ways to profit and he is extremely committed to winning. In business he is committed to studying the energy markets and knowing it better than anyone else. He calls it being an inch wide and a mile deep. That is sort of what we are. You know his view is to outwork the competition, not necessarily by the amount of hours you work but by deep familiarity by your domain of expertise. Always do your homework. Be a good teammate and partner. Do what you say you are going to do. Trust your teammate and work together. It all comes together. Its like the fruit of the labor when it is genuine and that is how I describe Boone and the firm. He is also a great storyteller. You have probably seen him in different venues and man he can tell a story. He can deliver it with the best of them. He is also a great joke teller which he tells on air sometimes. In the office he is hilarious. He is better than anyone I know in terms of telling a joke. Some of the quotes he said that I love he said over the years. You can be “dead right and dead”. So timing and your level of exposure is crucial. The other one I love is “the best time to plant a tree was 20 years ago but if you didn’t the second best time to plant a tree is now.” So in other words start early and build carefully. That is what we have been doing for the last couple of years at Twinline and the new RIA, called BP Capital Fund Advisors.’
1:36 – How did you get started in the industry and what caught your interest?
3:38 – So you worked alongside T Boone Pickens, how was that experience and what are some key lessons you learned from him?
5:53 – How would you define and characterize your investment philosophy?
8:07 – How would you define and manage risk?
11:35 – What is BOON and how are you guys building a better energy ETF for investors?
15:45 – What is the problem with the other energy ETFs and how does BOON address those issues?
17:47 – Can you describe to me the energy value chain and the misconceptions?
21:40 – Can you talk more about the demand side and the companies you look for in the demand side?
24:40 – What are your favorite books?
25:57 – Closing thoughts
Enjoy and thanks for the listen!
Hello Listeners, Today is a very special episode with Nassim Nicholas Taleb, author of the INCERTO. The INCERTO is a multivolume essay that includes The Black Swan, Fooled by Randomness, Anitfragile and most recently Skin in the Game. He spent 21 years as a quantitative trader and risk taker. Today is a very short episode about his most recent book, “Skin in the Game”. Below is an excerpt from our conversation.
Raul: What is the main premise of the book?
Nassim: You cannot look at my books anymore as body parts because they are a continuation of a project called Incerto and that would be volume 5 of the Incerto. A lot of people know Black Swan, Antifragile, and some like Fooled by Randomness. So its part of a project, the idea, and Antifragile is about the symmetry and there was some mental asymmetry at the end of Antifragile. The symmetry means someone has an option, I make money if I am right and lose very little if I am wrong, so volatility would benefit me. And of course, some people abuse that option by inflicting losses onto others, transferring losses unto others. So you make the upside and you transfer the downside unto others. So I thought about it at length and it hits me that there is something beyond the unfairness of the asymmetry. So let me present the idea of skin in the game in general. Skin in the game for a lot of economists is seen as incentives. So if you are incentivized you work harder. That is level one. That is not it. There has to be level 2 which actually presides this notion of incentives. The Hammurabi’s Law, if you cause harm to others, you ought to be penalized and compensate your victims. That is the idea. In others words I shall not hide risk. There is the story of the architect who built a house and of course can cut corners with something weak in the foundation and you immediately make your money. One day the house collapses. Well in the Hammurabi’s Law finds the architect punished. Of course there is various punishment depends on who is injured. So that level two means there is disincentive in the idea of skin in the game. But that is not enough…”
Enjoy and thanks for the listen!
Good Morning Listeners,
Today is a very special episode with Whitney Tilson. We talk about the early days of running a hedge fund with no prior experience, why he shut down Kase Capital, and why he launched Kase Learning. Whitney is a graduate of Harvard College and Harvard Business School. He previously managed T2 Partners and Kase Capital. Whitney also coauthored several books such as “The Art of Value Investing: How the World's Best Investors Beat the Market” and “More Mortgage Meltdown: 6 Ways to Profit in These Bad Times”, “Poor Charlie's Almanack”.
If you would like to attend any of the boot camps, we have a special discount code for Valuewalk readers! Please use Code: VW10 to receive 10% off and follow the link: www.kaselearing.com
Below is an excerpt about how Whitney started his fund.
“It was back in late 1998, late 90s in general, for the first time in my life, I had 10,000 bucks in my bank account. Necessity being the mother of invention, I wanted to know what to do with it. This was a few years after I graduated Harvard Business School, my wife was working in the city as a lawyer and we finally paid off all my debts and had a little bit of money in the bank. I remember calling Bill Ackman, who was a friend of mine from college, and asked him about investing. He said read all of Warren Buffet’s letters and that is everything you need to know. So I did and keep in mind the 90s was a decade long in a very long bull market and was a great time to be in stocks. Every stock I picked one up and said this is great, I am God’s gift to investing. In hindsight I was more of a bull market genius. It is sort of ironic because I see a lot of them today, 9 years into this bull market. After a couple of years making a lot of money, I remember the biggest winner was AOL back in the early days and made 6 times my money in that one year. That really convinced me that I was God’s gift to investing. In late 1998, the idea just struck me that I should follow in my friend, Bill Ackman’s footsteps, and start my own hedge fund. He at that point was managing his original fund, Gotham Partners and Bill and his partner, David Berkowitz, had grown from 3 million to maybe 500 million under management and were doing incredibly well. That was an inspiration for me as well. So I decided to hang out my shingle as the world’s smallest hedge fund about 6 weeks later. So 6 weeks after I decided to start my own fund, I had opened my doors. I had 3 investors and 1.1 million dollars under management of my own money, my parents, and my in-laws and that is how I started almost 20 years ago.“
1:14 – What led you down the hedge fund industry and why did you start your own fund?
3:29 – What were the early days like when you were launching your hedge fund?
10:49 – Did you have any mentors to learn business from in the early days?
12:01 – What lessons did you learn running your own hedge fund?
20:45 – How should you balance your time early on in your career and where should you spend it?
22:54 – What did you enjoy most about running your own fund?
24:27 – You recently closed down your fund, can you tell me what happened?
38:41 – What led to creating Kase Learning?
48:12 – Can you talk about the life lesson aspect of the boot camp?
54:08 – Can you tell me more about your experience with sleep deprivation and rebirth of ideas?
58:18 – If you were to go back in time when you first started your hedge fund, what would you have done differently with what you know now?
1:00:58 – Can you tell me more about the short selling conference and is this a good time to be short selling?
1:06:17 – What are your favorite books?
1:10:56 – What are your hobbies?
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode. I have Julie Nash Phd and Gabriel Thoumi. Both go over the Engage the Chain Case Studies. This is an excellent episode on the key points and key takeaways from these case studies. 2:29 – How did you get started in this industry and what captured your interest? 8:08 – Why did you choose this profession and what do you enjoy most about it? 11:38 – How do you define supply chain agricultural risk? 15:15 – You wrote 4 case studies, can you quickly go over all 4 of them? What were your findings? And which case studies have resonated most with investors? 26:46 – What can investors learn from these case studies? How can they incorporate in their models and investment process? 33:45 – What are the key takeaways from these case studies? 42:49 – Who are your mentors? 46:40 – What are your hobbies and what do you do outside of work? 48:57 – Closing thoughts
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with John Reese, the founder and CEO of Validea.com. He has created a way to allow anyone to have access to the guru strategies based on some of the most successful investors of all time such as Warren Buffet, Peter Lynch, etc. In this episode, he discusses how the gurus were selected and what inspired him to create Validea.com.
1:16 – How did you get started in the finance and investment profession? What caught your interest?
7:26 – Do you have a favorite investor from the selection of gurus? Is there a particular approach from any of them that you like?
10:26 – Are there any strategies that surprised you? Are there any strategies that did well or did not as good as you initially thought?
12:38 – How would you describe your personal investment philosophy?
13:59 – With the Validea portfolio, it is pretty concentrated with 10-20 stocks, can you describe why is that?
16:43 – What are your views on portfolio concentration and diversification?
17:16 – What is your view on the value premium?
18:38 – What are your views on the small cap premium?
21:32 – What are your views on the momentum premium?
24:19 – With these factors, are there any attractive and when they would be the most effectively applied?
26:00 – How would you define mean reversion?
30:44 – Can you tell me about the guru ETF?
32:22 – Can you tell me about the Validea Legends? What was your objective and how is it accomplished?
38:25 – How do you define and measure risk?
40:44 – What are your favorite books?
41:25 – What are your hobbies?
42:24 – For angel investing, do you follow a particular philosophy or strategy?
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode. I have Eric Weiss the founder and chief investment officer of Blockchain Investment Group. This episode is packed with great nuggets. One takeaway I loved is “It is a lot easier to write a logical, thoughtful, intelligent white paper than it is to execute and build what it is you have just articulated even if you raised the capital”.
1:27 – How did you get started in finance and investments? 2:08 – What were your previous positions? 3:19 – What led you to blockchain and bitcoin? 4:23 – What is your investment philosophy and investment strategy that you follow? 11:59 –How do you go about selecting the managers and how do you know which strategies will perform the best? 15:13 – What are your thoughts and views on cryptocurrencies? 17:21 – What are your views on diversification and portfolio concentration? 24:52 – What excites you about this space? 27:18 – How do you manage the amount of new information in this space and how do you vet your informational sources? 34:42 – How would you define risk and is it defined differently in the crypto space? 42:53 – Can you briefly talk about that issue of scalability? 43:45 – What trends do you see in crytpocurrencies and what do you expect from this space? 49:36 – What are the most interesting ideas that you have found in this space? 52:27 – What are your favorite books? 54:18 – Where can people find more information on you and your work?
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode. I have both Daniel Bresler and Anthony Jew, members of Seward and Kissel's Blockchain and Crytpocurrency group, and we will be discussing about the various issues surrounding bitcoin futures.
1:31 – How did you guys get started in this field? What interested you in pursuing cryptocurrencies?
2:53 – What are bitcoin futures? How are they different from other futures?
5:19 – Are bitcoins commodities?
5:34 – Is there a need for bitcoin custodians?
6:44 – How is the CFTC regulating the bitcoin futures?
7:43 – What are the limits to the CFTC’s enforcement on bitcoin futures?
9:03 – Can you describe the valuation methodologies of the CME and CBOE bitcoin futures and how they differ?
12:45 – How do they affect different types of investors?
17:19 – What should institutional and retail investors be aware of?
19:14 – What are the potential headwinds for regulations of bitcoin futures?
20:17 – What are your favorite books?
21:32 – Are there any papers or online articles that you found useful understanding of blockchain that you would recommend?
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with Kip Meadows. We discuss various topics about ETFs and more.
1:24 – How did you get started and why did you choose this industry and profession? 2:10 – What drew you to the industry? 2:47 – What is your role specifically and what is a typical day like? 4:57 – What is the white label ETF space? 6:57 – Why did you want to get involved with the ETFs? 7:58 – What opportunities lie ahead and what challenges do they face? 10:03 – What trends do you see in the ETF industry? 12:16 – What do you look for when you help launch an ETF? 15:23 – If someone has an idea for an active ETF, how best should they prepare? 17:23 – What is your investment philosophy and strategy? 20:20 – How do you define risk and manage it? 22:03 – What are your favorite books? 23:51 – What are your hobbies and what do you like to do in your spare time?
Enjoy and thanks for listen!
Hello Listeners,
Today is a very special episode. I have Kevin Quigg who is the chief strategist at ACSI funds and Exponential ETFs. Today we cover a wide variety of topics in the ETF industry.
What I learned: - It is easy to become complacent during times of conventional wisdom - It is more than alpha, you should strive to help investors meet their goals - Customer satisfaction and the utilization to see which companies will outperform
1:20 – How did you get started in this career and what inspired you to pursue it? 2:46 – What drove you towards the ETF space? 5:32 – How do you educate investors now? 7:19 – How do you describe the customer satisfaction? 13:18 – Can you go more into the history 18:59 – How do you know if you are capturing trend versus phenomena? 26:39 – What is your investment philosophy? 30:32 – What are your favorite books? 32:20 – What are your hobbies outside of work?
Enjoy and thanks for the listen!
Hello Listeners,
Today is very cool episode with the founder of Granite Shares, Will Rhind. One insight I drew from this conversation is the to humanize the process and if you want to start a company, just go for it.
00:57 – What inspired you to be an investor? 1:33 – What did you do before Granite shares? 3:47 – What is your investing philosophy and strategy? 6:37 – How do you define and manage risk? 8:08 – What gap in the ETF market does Granite Shares address? 10:05 – How do you challenge yourself as an investor? 11:29 – How do you plan on reaching the legacy stage at a more efficient structure? 12:54 – How would you describe your brand? 15:20 – How do you go about educating clients and potential clients? 16:22 – “Investing is as exciting as it once was”, can you explain that? 17:57 – You recently launched a gold etf with really low fees, how do you stay competitive? 18:51 – For gold, what is your advice to investors? 20:25 – What were you biggest challenges when you launched your ETF? 22:58 –What is your advice for people who want to pursue ETF? 24:19 – Did you have any mentors along the way? 27:10 – Where else do you draw inspiration for your business such as books? 29:27 – Where do you see the ETF industry heading in the next 5,10 years? 31:07 –How would you explain an ETF to someone new to it? 31:59 – What are your favorite books?
Enjoy and thank you for the listen!
Hello Listeners,
Today is a very special episode. I have Don Steinbrugge and we will be discussing his recent report on industry trends with hedge funds. This is a great listen if you want to know more about what it takes to build a successful hedge fund and factors to consider.
1:25 – How did you get started in this profession and why did you choose hedge funds? 6:15 – What do you enjoy most about your work? 13:43 – Do you notice any commonalities that the good hedge funds do even though they have different strategies? 15:27 – You recently came out with a forecast, can you tell me about it and how you came up with it? 21:28 – Can you tell me about the out of favor hedge fund strategies heading into 2018 and why they are losing their luster? 30:53 – Do you find any of those strategies hard to market to institutional investors? 32:43 – Can you tell me about the arms race for alpha and how data scientist are becoming increasingly important? 36:09 – How are pension funds using hedge funds and can you tell me about the endowment model and how the use of hedge funds has evolved? 39:41 – Can you tell me about the growth in hedge fund distribution and what is leading to this new trend? 44:29 – Can you tell me about the rise of crypto hedge funds and the challenges they face in terms of operations and marketing? 54:21 – What are your favorite books? 1:00:30 – Do you have any advice for upcoming hedge fund managers or anyone wanting to pursue this profession?
Enjoy and thank you for the listen!
Hello Listeners,
Today is very special episode. I have Tobias Carlisle talk about all aspects of investing and his recent book the Acquirer's Multiple.
1:17 Tell what led you down the investment path and what interested you the most? 3:35 What do you enjoy most about what you do? 5:37 What is your investment philosophy and investment strategy? 9:13 What would you say is the underlying principles of your strategy? 11:09 How did you develop it and come about it? 17:11 What are value traps? 18:45 How does the acquirer’s multiple differ from the PE and other multiples? 21:31 What is the margin of safety and how should it be applied? 22:39 What is mean reversion? 27:18 Can you go over the 9 rules of deep value? 30:53 What are your views on portfolio diversification and concentration? 36:27 How do you define and manage risk? 37:34 What are your favorite books? 39:16 What are your favorite finance articles? 40:00 What are your favorite hobbies? 40:37 Where can people find more information on you? 42:10 Thoughts on bitcoin and crypto?
There is also a giveaway: https://giveaway.amazon.com/p/4a9bba47573fecd4
Thank you for the listen and enjoy!
Hello Listeners,
Today is a very special episode with William Smead. He is the CEO and CIO of Smead Capital Management. This episode is filled with great nuggets on the approach of investing and what he looks for in investments. We also discuss his recent newsletter, "Confusing Brains with a Bull Market".
1:41 How did you get started in the investment profession and why did you choose this career path?
2:39 What interested you the most about this profession?
3:35 If you were going to do this today, would you still do it?
22:10 Can you quickly go over your report, “Confusing Brains with Bull Markets”?
38:03 What do you expect coming 2018?
41:18 How do you define and manage risk?
51:47 Quickly, what are your thoughts on cryptocurrency and bitcoin?
53:27 What are your favorite books?
54:03 Where can people find more information on you and your writing?
Enjoy and thanks for the listen!
Hello Listeners,
Welcome to another very special episode with William J Bernstein. He is an incredible guest and financial thought leader. We cover a wide range of topics in this episode. 1:45 Can you describe your 1972 doctoral thesis? 3:55 Can you describe that process of working on your phd and the lessons you learned pursing that? 6:29 What lessons did you learn in information gathering? 11:04 Just want to ask you about your advisor, professor Melvin calvin, how important was he to you? 17:24 What led you to finance and investing? 22:00 What are your views on the value premium? 26:26 What are your views on the small cap premium? 28:43 What are your views on bitcoin? 34:14 What is your advice for new investors? 37:42 What is the best way to vet the right informational sources? 45:25 How do you go about finding the relevant information when you write a book? 53:43 What are your favorite books and books you are currently reading now? 56:25 What are your recommended finance journal articles?
Thank you for the listen and please enjoy!
Hello Listeners,
Welcome to another very special live episode with Mitchell Goldberg. We had a great conversation covering various topics. One of the key takeaways from this conversation was when Mitchell said, "Can we currently live without blockchain technology and still survive?" There a few great nuggets scattered throughout our conversation.
1:42 How did you get started in this profession and why this field? 2:49 What attracted to you about it? 7:17 What about robo advisers? 10:46 What investing philosophy do you adhere to? What strategies do you follow? 14:53 How do you go about selecting for the portfolio? 20:32 What are you thoughts on bitcoin? 26:39 Any advice on how to keep you temperament and emotions in check while investing in bitcoin? 33:23 What are your views on the passive vs active? 40:09 What are your favorite books? 43:46 What are your hobbies? 45:45 Where can people find more information on you?
Enjoy and thanks for the listen!
Hello Listeners,
I was live with Nolan Bauerle from Coindesk. We discuss the basics of bitocoin, blockchain, and the nature of the evolving industry.
1:29 How did you get started in blockchain and cryptocurrencies? What inspired you? 3:26 What is blockchain and what are cryptocurrencies? 5:05 What is the blockchain? 8:05 What is the difference between bitcoin, Ethereum and all the others popping up? 9:43 What are smart contracts? 9:58 What are initial coin offerings? 13:20 What gives the cryptocurrencies value? 17:17 From the investor’s perspective, how should they approach investing in cryptocurrencies? 24:34 How can blockchain be applied to other industries? 28:23 What are the common misconceptions? 31:35 What is the investor’s beginning guide to get into this space? 35:01 What are the trends and future for cryptocurrencies? 41:40 What is coindesk and what do you guys do? 52:33 What are your favorite books? 53:43 Do you have any mentors in this space? 56:15 Where can we find more information on you?
Enjoy and thanks for the listen!
Hello Listeners,
Today is a very special episode with John Buckingham. He is the editor of the Prudent Speculator and CIO and Chief Portfolio Manager of AFAM Capital. Today we talk about the newsletter and his investment strategy.
Enjoy and thanks for the listen!
Hello Listners,
Today is a very special guest, Stanislas Dupré, the founder of the 2 degree investing initiative. In this episode, we discuss "Limited Visibility: The Current State of Corporate Disclosure on Long-term Risks".
- What is the degree investing initiative? (12 sec.)
- What is the tragedy of the horizon and why is this important? (2:16)
- What are the key findings of your report?(5:53)
- What are the obstacles to long-term risk disclosures? (13:02)
- How do analyst use forward looking disclosures? (15:52)
- What are the implications, positive trends and recommendations? (18:02)
- What are examples and case studies of companies that do have long-term risk disclosures? (22:28)
- What are the favorable winds for long-term risk management and disclosure? (23:28)
- What roles do financial professionals have to try to push these longer term risk disclosures best practices? (30:13)
- Can you just quickly go over the best practices that you would like to see companies/ investors do?
- What are you favorite investment books? (36:09)
Enjoy and thanks for the listen!
Hello Valuewalk listeners,
Today is a very special episode recorded live with Joe Cioffi. We discuss his article "Subprime Surprise? Subprime Auto Overcollateralization May Not Be Overly Protective". Check out his site at http://creditchronometer.com/.
Enjoy and thanks for the listen!
Hello Listeners,
This is a very special episode. I have Ted Theodore from Trimtabs Asset Management. Trimtabs was one of the first, if not the first firm to track flows of funds. Ted discusses how they approach investing by primarily looking at key factors such as cash flow per share and share count.
Enjoy and thanks for the listen.
Hello Listeners,
This is a very special episode. Marty, CEO of Level Brands, will be discussing the company and reg A+ filings. Please check out: http://banq.co/listings/lb
Enjoy and thank you for the listen!
Hello Listeners,
Welcome to another special episode. I have Richard Hurowitz who is the publisher of the Octavian Report and CEO of Octavian Media and Octavian Holdings. He previously sold Octavian Advisers to TPG back in 2013. In this episode, we discuss his investing philosophy and the Octavian Report.
Enjoy and thanks for the listen.
Hello Listeners,
I have a very special episode with Dr. Craig Callahan, Founder of ICON Advisers. He explains his approach to investing and why traditional ratios do not work and a more robust method is needed.
Enjoy and thanks for the listen.
Hello Listeners,
This is a very special episode. I have Rachel Carpenter, the CEO and cofounder of Intrinio. We will be discussing her story and how the company started.
Enjoy and thanks for the listen.
Hello Valuetalk Listners,
In this episode, Josh Brown, the CEO of Ritholtz Wealth Management, will be discussing the Evidenced Based Investment Conference.
Enjoy and thanks for the listen.
Hello Listeners,
Brad, the director of research at Celent, talks about his recent report on Emerging Trends in Alternative Data. I encourage everyone to check out the report. We discuss the trends and players in the space.
Enjoy and thanks for the listen.
Hello Listeners,
I have a very special guest, Stephen Hazelton, who is the founder of Street Diligence. Stephen discusses the Toys-R-US bankruptcy and the details about the debt.
Enjoy and thanks for the listen!
Hello Listeners,
This week's episode was recorded live by Raul Panganiban at the office of Amit. In this episode, we discuss investment philosophy, risk, and how to utilize travel for investment ideas.
Thank you for the listen and enjoy!
Hello Listners,
Another special episode with the CEO and cofounder of Biz2Credit. Rohit and I discuss trends in digital finance and why he started his company.
Thank you for the listen and enjoy!
Hello Listners,
This is a very special episode recorded live in New York. Will and I talk about the attention economy and how creativity generates alpha.
Thank you for the listen and enjoy!
Hello Valuewalk Listners,
This is a very special episode with Trip Miller of Gullane Capital. In this discussion, Trip talks about his investing philosophy and shorts. Also, he recommends some great books to read for any investor.
Thank you for the listen and enjoy!
Hello Valuewalk Listners,
This is a special episode recorded live with Rupal. It is a great short discussion about the current environment with passive investing and potential opportunities.
Thank you for the listen and enjoy!
Hello Valuewalk Listeners,
I have a very special guest, Maria Belenky. In this episode, she discusses what the Trump BackTracker is and what we can draw from it. Check this interactive tool at https://www.climateadvisers.com/trumpbacktracker/.
Thank you very much and enjoy!
Good morning listeners,
Please check out the September 13 newsletter at Chain Reaction Research. In this episode, Gabriel discusses the Bunge acquisition of IOI's specialty fats business.
Thank you very much and enjoy!
Good morning listeners,
I had the opportunity to speak with JT about his story. His father was a pimp and drug dealer with 23 children and his mother was an orphan with no family but him. This conversation is about how he did not make excuses for his situation and rose up to become a business leader and now currently the CEO of Book In a Box.
Enjoy and thank you very much!
Hello Valuewalk listeners,
This episode features Steve Nadel of Seward and Kissel. He is a prominent attorney with vast experience dealing with the investment management industry. We talk about crytocurrency problems and regulations that investors may face.
Thanks and enjoy!
Hello Valuewalk listeners,
This is a very special episode with George Kell who was the founder and former Executive Director of the United Nations Global Compact. This is a very brief interview on his thoughts about ESG investing and the current state that we are in. Please download and enjoy.
Thank you very much!
Hello Listeners,
Another episode with Gabriel discussing Felda's potential deforestation liability.
Check out the newsletter: https://chainreactionresearch.com/2017/09/01/the-chain-felda-global-ventures-stops-peat-clearance-faces-potential-deforestation-liability-equal-q2-2017-net-income/
Thanks and enjoy!
Hello listeners,
This is a very special podcast with Gabriel. This report dives into the financial risks of the 10 largest Indonesian listed palm oil companies.
Please download the report: https://chainreactionresearch.files.wordpress.com/2017/09/2017-indonesian-palm-oil-sector-benchmark-revenue-at-risk-vs-palm-oil-ndpe-sourcing-170823-final.pdf
Thanks and enjoy!
ValueTalk Episode 2 - Working with the Emotional Investor: Financial Psychology for Wealth Managers with Chris White
ValueWalk's Raul Panganiban with Gabriel Thoumi on ESG investing
Gabriel Thoumi, CFA, FRM is Director Capital Markets at Climate Advisers where he provides global financial analysis for mitigating systemic climate risk while advising on greening capital markets.
He has 15 years of experience managing and deploying frameworks to improve global capital markets sustainability through risk mitigation and return enhancement. Previously, for Calvert Investment Management, he valued global equity, index, and fixed income portfolios and their component positions in the utilities, energy, materials, chemicals, and financial sectors. He worked on quantitative index construction and asset allocation strategies. He engaged Fortune 500 CEOs on approaches to mitigating climate risk using financial risk management tools. He led initiatives to improve financial accounting of exchange-listed products and incorporated natural capital into financial tools. He co-wrote the winning Agriculture Supply Chain Adaptation Facility for the Global Innovation Lab for Climate Finance.
His research on capital markets has been cited by Forbes Magazine and the Guardian as key reasons why markets can improve our societies’ collective ability to mitigate climate change. He has co-authored numerous papers including a recent paper in Science on standardizing payments for ecosystem services.
ValueWalk's Raul Panganiban with Daniel Pecaut and Correy Wren about the University of Berkshire Hathaway. Enjoy
Charlie Munger speaking at the 2017 Daily Journal Conference - recorded on February 15th 2017 - topics include life advice, education, money management, Berkshire Hathaway, value investing, much more and of course Bitcoin