David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm's $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since.

Our conversation covers some history of the high-yield market alongside Dave's involvement in it, the founding of his firm in 1996, Polen's strategy to take advantage of myths in the market, the implementation of the strategy, and Dave's thoughts on the changing interest rate environment, private credit, and opportunities and risks going forward. In our complex world of investing, I suspect you'll find elegance in the simplicity and clarity with which Dave approaches investing.

Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(806)

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410)

Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410)

Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. ...

13 Heinä 54min

WTT: 5.5 Lessons at 55.5

WTT: 5.5 Lessons at 55.5

This WTT, 5.5 Lessons at 55.5 reflects on what five-and-a-half decades of investing, podcasting, and mistakes have taught me about people, markets, and myself. Read Ted's blog here.   Editing and po...

10 Heinä 8min

Moat Investing Nuances – Pat Dorsey (EP.509)

Moat Investing Nuances – Pat Dorsey (EP.509)

Pat Dorsey is the Founder of Dorsey Asset Management, a $1.7 billion global public equity manager focused on companies with competitive advantages and long investment runways. Pat created Morningstar'...

6 Heinä 1h 7min

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)

Our first guest on the Senior Decision Makers mini-series is Nick Csicsko. Nick is a Managing Director at the Trinity Wall Street endowment, where he joined CIO Meredith Jenkins at the founding of the...

29 Kesä 58min

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Homegrown CIO at Williams College - Abigail Wattley (EP.507)

Abigail Wattley is the Chief Investment Officer of Williams College, where she oversees the school's $4.5 billion endowment. She became CIO three years ago upon the retirement of Collette Chilton, who...

22 Kesä 47min

[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)

[REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)

Collette Chilton is the CIO of Williams College where she has overseen its $3 billion since 2006. Collette is nothing short of a legend in the business. She has sat in a CIO seat since the early 1990s...

22 Kesä 53min

WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma

WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma

This WTT, AI: Fundamentals, Valuation, and the Next Allocator Dilemma takes on a high-level assessment of AI companies as late-stage private winners prepare to go public, and the next big challenge al...

17 Kesä 8min

Hotel Investing at EOS – Jonathan Wang (EP.506)

Hotel Investing at EOS – Jonathan Wang (EP.506)

Jonathan Wang is the founder and CEO of EOS Investors, where he has built three real estate investment platforms totaling $2 billion in assets under management across the hotel and residential sectors...

15 Kesä 56min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
asuntoasiaa-paivakirjat
rss-rahapodi
ostan-asuntoja-podcast
pomojen-suusta
oppimisen-psykologia
rss-rahamania
rss-hilden-kaira-podcast
inderespodi
rahapuhetta
sijoituspodi
hyva-paha-johtaminen
juristipodi
raharesepti
rss-kohti-unelmia
rss-inderes
rss-h-asselmoilanen