#50 - Top 10 Insights from 2024 (Part 1)
As we conclude 2024, I’m excited to highlight the top 10 insights from this year's episodes, ranked from 10 to 1. We’ll present these insights in two parts: this episode will count down insights 10 th...
10 Dec 202453min
#49 - Mike Odrich: PE, Operational Value Add, A&M
Mike is a Managing Partner and Founder of A&M Capital Partners, which is a private equity firm that manages $5.9B of total commitments (as of 9/30/24). In this episode, Mike shares valuable insights o...
3 Dec 20241h 11min
#48 - Ben Inker: Value Investing, Market Outlook
Ben is Co-Head of GMO's Asset Allocation team and serves as a partner and portfolio manager at the firm. Founded in 1977, GMO manages over $65B (as of 9/30/24), and is renowned for its expertise in mu...
26 Nov 20241h 26min
#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make
In this unique episode, Alex draws from 25 years of experience as a financial advisor and wisdom gleaned from conversations with some of the world's smartest investors. Instead of featuring a guest, A...
19 Nov 202450min
#46 - David Hou: Industry Insights
David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution o...
12 Nov 20241h
#45 - David Dredge: Risk Management (Part 2)
This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in...
5 Nov 20241h 24min
#44 - Jeff deGraaf: Technical Analysis
Jeff is the founder, Chairman, CEO, and Head of Technical Research at Renaissance Macro Research, which he launched in 2011. A member of Institutional Investor's Analyst Hall of Fame, Jeff has been ra...
29 Okt 20241h 12min
#43 - David Dredge: Risk Management
Dave has over 30 years of experience managing risk across global markets. He is the founder and CIO of Convex Strategies, based in Singapore. Previously, he built and ran emerging markets trading at F...
22 Okt 20241h 18min
