Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545
Today’s guest is Michael Mauboussin, Head of Consilient Research at Counterpoint Global, a $70 billion equity manager. In today’s episode, Michael covers some of his latest research on market concen...
10 Syys 202456min
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548
Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at ...
6 Syys 202451min
Introducing The Best Investment Writing
We launched a new podcast called The Best Investment Writing. It began as a book, then as individual episodes on this feed, but listeners enjoyed it so much that we decided it needs to be its own show...
30 Elo 20249min
Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547
Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world. In today’s episode, Andre & Tarek delve into ...
23 Elo 202446min
Roger Mitchell on Investing in Sports Amid the Fourth Turning | #546
Today’s guest is Roger Mitchell, founder of Albachiara, which offers consultancy services and does early stage venture investing, mostly around sports and entertainment. Roger began his career in fina...
16 Elo 20241h 6min
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544
Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber ...
2 Elo 202432min
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy. In this episode, Kate talks about the resilience of the U.S. economy. She talks ab...
26 Heinä 202446min
Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542
Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Man...
19 Heinä 202455min
