The Growth Investing Podcast by Validus Growth Investing: Recent Episodes
Jerry Murphey and Mark Scalzo
From the sell side to the buy side. Wall Street's sphere of influence can put you on the outside looking in. This is where the Validus Growth, legacy and investment banking is your advantage. In a rapidly changing world, the markets move faster than ever. Finding future growth opportunities requires a focus on the factors that lead to meaningful inflection. We are your source for the best information on growth investing. This is the Growth Investing Podcast.
Many people have a kind of “dual wish” when it comes to investing: they want to achieve as high a rate of return as possible, but they want to do so without the threat of losing a big chunk of their money. In a sense, they want to have their cake and eat it too. Seems impossible.
Or is it? Our guest on today's podcast is Chris Mee, the managing director at InspereX, a fixed-income distribution company. Chris will be talking about Structured Notes, and how they may play a role in allowing people to capture a portion of the market’s upside while being protected from losing their money on the downside.
Generating better risk-adjusted returns for clients is always a goal of a financial advisor, and in today’s world where we can no longer just “set it and forget it” with a standard 60/40 portfolio, it’s more important than ever to take a proactive stance when managing risk for clients.
Learn more from Chris Mee, along with show host Johnny Dean and Mark Scalzo, Chief Investment Officer of Validus Growth Investing on the latest episode of the Growth Investing Podcast!
Venture capital as an asset class involves financing and investing in early stage or startup companies. At the earliest stages, when a company is just getting off the ground, they are often in need of institutional grade capital.
Denise Longley, managing partner and co-founder of Longley Capital, talks with Mark Scalzo about how venture capital has become an important part of the alternative investing landscape.
Global carbon markets are a nascent and growing asset class with structural tailwinds that are experiencing some growing pains. That aside, it is a legitimate asset class that touches multiple points of inflection, one of which would be what we call a ‘behavioral trend.’
This is evident in increased individual and institutional focus on addressing climate change and reducing greenhouse emissions. We are talking about the potential impacts beyond a company’s ESG score that investors can access through ‘broad’ exposure.
But, before you jump in with both feet, we discuss a few basics you should know.
Ever think about how experts talk about a market metric to people who really don’t understand what they are saying?
Take the VIX for example.
If you’ve been investing for the past 20 years, you might have learned about the VIX when it was first introduced in 2004 by the Chicago Board of Options Exchange (CBOE). But unless you’re a trader, you probably never really needed a deeper understanding. At least not in a bull market because, like they say…
“Everybody’s a genius in a bull market”.
But when the markets turn bearish, not understanding certain metrics matter. Even if all you’re doing is understanding why it doesn’t matter.