Jeff Ptak –  The Prospects for Active Management  - [Invest Like the Best, EP.16]

Jeff Ptak – The Prospects for Active Management - [Invest Like the Best, EP.16]

Joining me on the podcast this week is Jeff Ptak, head of global manager research at Morningstar. Jeff’s role puts him in the unique position to discuss the state of active management because he gets to see mutual funds from both the bottom-up, through deep diligence on investment strategies and firms, and top-down, using Morningstar’s data to assess industry-wide trends. Jeff is one of my favorite myth busters and discuss different variables for assessing active managers and mutual funds, but we also cover his favorite punk rock bands. Please enjoy! For comprehensive show notes on this episode go to investorfieldguide.com/ptak/ For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

Episoder(573)

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Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange...

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My guest today is Karim Atiyeh. Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1 billion in revenue in just over five years. Ramp i...

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Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

My guest today is Jesse Zhang. Jesse is the co-founder and CEO of Decagon, one of the fastest-growing AI customer service companies. Decagon provides a centralized AI engine to auto-resolve issues at ...

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Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

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My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—liter...

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Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)

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Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. This Business Breakdowns on Rolex ...

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