SI283: How to Beat the Benchmarks ft. Richard Brennan
Come along for this fascinating conversation with Richard Brennan, where we dive into how to the beat the benchmarks as a manager. We discuss the different factors that goes into achieving great perfo...
18 Feb 20241h 12min
GM57: Navigating the Next Decade ft. Kiril Sokoloff
Legendary strategist Kiril Sokoloff, founder and Chairman of 13D Research, joins Alan Dunne in this episode for a whirlwind tour of where Kiril sees the risks and opportunities in global markets over ...
14 Feb 20241h 3min
SI282: Rethinking Bonds: the Changing Role of Fixed Income ft. Andrew Beer
Andrew Beer returns to the show for a fascinating conversation, where we question the role of Bonds in today's environment, and review both current and historic performance, and what it takes to chang...
11 Feb 20241h 8min
GM56: Structural Shifts - A Threat to the Economy? ft. Frances Donald
Frances Donald, Chief Economist and Strategist at Manulife Investment Management, joins Alan Dunne to discuss how the drivers of the economy and inflation are undergoing a structural shift and what th...
7 Feb 20241h 2min
SI281: More Markets = Better Performance? ft. Mark Rzepczynski
Today, Mark Rzepczynski joins us to reflect on how the first month of 2024 has been treating investor. We also discuss how misinformation posses a major threat to the global economy and how some manag...
3 Feb 202456min
IL23: Learning to Fail Well ft. Amy Edmondson
In this episode we talk to Amy Edmondson, Harvard Business School professor and author of the Financial Times 2023 Business Book of the Year: The Right Kind of Wrong, The Science of Failing Well. Edmo...
31 Jan 20241h 2min
SI280: Equities for the Long Run? ft. Alan Dunne
As we are getting closer to the 2024 U.S. Presidential election, Alan Dunne joins us to discuss how markets might be affected, should Trump win the election. We also answer a question from our communi...
27 Jan 20241h 4min
ALO20: How Will Mega Trends Shape the Economy? ft. Casey Clark
Casey Clark, President and CIO of Rockefeller Asset Management, joins Alan Dunne in this episode to discuss the mega trends shaping the investment landscape and asset management industry over the comi...
24 Jan 20241h
