Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
Dan Ariely is a renowned behavioral economist, author, entrepreneur, and investor. He is the James B. Duke Professor of Psychology and Behavioral Economics at Duke University and a founding member of...
1 Huhti 20191h 9min
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
Jordi Visser is the President & CIO of $1.7 billion Weiss Multi-Strategy Advisers, an asset management firm with a 40-year history of focusing on innovative investment processes and cutting edge thoug...
25 Maalis 20191h 19min
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
Manny Friedman is the founder of EJF Capital. Manny discussed his background and his nuanced take on markets last July in Episode 61 of the podcast. In that conversation, he mentioned a new regulatio...
18 Maalis 201942min
REPLAY - Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Manny Friedman is the CEO of EJF Capital, a firm he co-founded in 2005 that manages $9 billion with a focus on the financial services industry. Manny started EJF after his retirement from Friedman, Bi...
18 Maalis 201951min
Thomas Russo – All About Google (Capital Allocators, EP.90)
Tom Russo is the Managing Member of Garnder Russo & Gardner. Last week, Tom talked in detail about his holding in Berkshire Hathaway. This week, we continue the conversation with his new holding in G...
11 Maalis 201938min
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Tom Russo is the Managing Member of Gardner Russo & Gardner. Tom and I sat down in Episode 16 to discuss his background and investment strategy in what was one of the most popular episodes on the sho...
4 Maalis 201954min
REPLAY (EP.16) Thomas Russo – Buy and Hold...and Then What
Tom Russo is the Managing Member of Gardner Russo & Gardner, where he manages $11 billion in a long only, global value strategy. Tom buys the stock of global consumer businesses with great brands and ...
4 Maalis 201959min
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
Matt Botein is the Co-Founder and Managing Partner of Gallatin Point Capital, a $1.5 billion private investment company he founded after departing from BlackRock, where he had served as the Chief Inve...
25 Helmi 201958min
