Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced
Today on the podcast, we’re delighted to welcome back Jeremy Grantham. Jeremy is the long-term investment strategist at his namesake firm, Grantham, Mayo, Van Otterloo & Co., or GMO, which he cofounde...
8 Okt 20241h 14min
Jack Nelson: ‘Investing in Emerging Markets Should Primarily Be About Analyzing Individual Businesses’
Our guest this week is Jack Nelson. Jack is lead manager of the Stewart Investors’ Global Emerging Markets Leaders Sustainability strategy, which is highly regarded by Morningstar’s manager research t...
1 Okt 202451min
Ankur Crawford: ‘When Software Begins to Write Software, Innovation Is Exponential’
Our guest this week is Ankur Crawford. Ankur is a executive vice president and portfolio manager at Fred Alger Management, based in New York City. Ankur comanages the Alger Capital Appreciation Fund, ...
24 Sep 202450min
Christine Benz: How to Retire
We’re doing something a little different this week. Amy Arnott and Dan Lefkovitz are flipping the microphone around and interviewing the anchor host of this podcast, Christine Benz, about her new her ...
17 Sep 202454min
Hendrik Bessembinder: ‘Do Stocks Outperform Treasury Bills?’
Our guest this week is Dr. Hendrik Bessembinder. Hank is the professor in Francis J. and Mary B. Labriola Chair in Competitive Business at Arizona State University’s Department of Finance. Prof. Besse...
10 Sep 202447min
Kathy Stokes: Why Investment Fraud Is Growing by Leaps and Bounds
Our guest on the podcast today is Kathy Stokes. Kathy is director of Fraud Prevention Programs with AARP, where she leads AARP’s efforts to educate older adults on the risks that fraud represents to t...
3 Sep 202445min
Omar Aguilar and Sébastien Page: Market Outlook for 2024 and Beyond
On today’s podcast, we’ll chat with two global asset-allocation specialists, Omar Aguilar from Charles Schwab and Sébastien Page from T. Rowe Price. Omar is CEO and chief investment officer for Schwab...
27 Aug 202455min
Jackie Cummings Koski: Late Starters Can Still Find FIRE
Our guest on the podcast today is Jackie Cummings Koski. She is a certified financial planner, and she is the author of a new book, F.I.R.E. For Dummies. FIRE stands for financial independence, retire...
20 Aug 202452min
