January 26, 2022
Plan Talk: Best of 2021
In this episode of Plan Talk, Retirement Director Ben Rizzuto recaps highlights from 2021, including plan design and investment best practices.
January 25, 2022
A Deep Dive Into Quality Growth Investing with Harding Loevner’s Rick Schmidt
There is an interesting dichotomy in the growth investing space in that growth stocks as a whole tend to underperform the market over time, but the best performing individual stocks in the market also typically come from the growth space.
January 20, 2022
Mr. Sosnick, I Do Find You Increasingly Useless
January 18, 2022
You Mean You Don’t Have to Know Anything to Do This?
January 14, 2022
Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
In our latest “Talking Markets” podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy.
January 11, 2022
Six Lessons We Learned While Navigating the Market in 2021
2021 has been a really interesting year for markets. In this episode we talk about the biggest lessons we learned from the year, and from the post pandemic period in general.
January 10, 2022
Will The Real Market Interest Rate Please Step Forward!
January 5, 2022
A Tale of Two Real Estate Markets: US and China
This podcast takes a closer look at how the pandemic has impacted real estate markets in the United States and China.
January 4, 2022
Winning By Not Losing. Sierra Investment’s Dave Wright On Conservative Disciplined Investing.
We speak to Dave Wright of Sierra Investment Management. Sierra uses a unique trend following approach to manage its portfolios and mitigate risk.
January 3, 2022
Remember the GI Joe with the Kung Fu Grip?
December 28, 2021
Michael Mauboussin on Valuation, Base Rates and Expectations Investing
We talk to Michael about a wide range of topics, including factor investing, the dangers of simple valuation multiples, the importance of intangible assets, the proper application of base rates and the process of expectations investing.
December 20, 2021
Quick Thoughts: What Our Managers Think: Positioning Portfolios for 2022
To gain insights on how to make asset allocation decisions in the midst of uncertainty, I took the opportunity to speak with Franklin Templeton Investment Solutions’ (FTIS) Ed Perks, Chief Investment Officer; Gene Podkaminer, Head of Research; and Josh Greco, Head of Institutional Portfolio Management.
December 14, 2021
Is the Market Rigged in Favor of Insiders? We Talk to Wharton Professor Daniel Taylor to Find Out
In this episode we take an in depth look at the issue with Wharton professor and insider trading expert Daniel Taylor.
December 7, 2021
Inflation, Factors & Stock Returns with O’Shaughnessy Asset Management’s Ehren Stanhope
In this episode, we speak with O’Shaughnessy Asset Management’s Ehren Stanhope about his excellent research paper “The Great Inflation, Factors, and Stock Returns.”
November 23, 2021
Lu Zhang On The Evolution of Asset Pricing Models And His First Principles Approach to Improve Them
This podcast from Validea discusses the evolution of asset pricing models over time and take a detailed look at the major models that have come along the way.
November 19, 2021
High Time for High Yield?
This podcast discusses how current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.
November 19, 2021
An In Depth Look at Multi-Asset Investing with Westwood’s Adrian Helfert
This Validea podcast looks at all the major asset classes and how we can make sense of the current situation with Westwood’s Adrian Helfert.
November 16, 2021
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since
In this interview, we discuss Sheridan Titman’s work on momentum and what he has learned since.
November 11, 2021
Quick Thoughts: Inflation, Debt, and Changing Economic Sweet Spots
Investors need a more flexible, opportunistic approach to investing, given the current low interest rate environment with the likelihood of interest rates rising over the next few years, according to Stephen Dover, Head of Franklin Templeton Investment Institute.
November 9, 2021
Everything You Need to Know About Inflation with Cullen Roche
This podcast looks at inflation from the ground up. We discuss the various ways to measure it, how they are different, and more!
November 5, 2021
Macro Perspectives: Mounting Variables Globally
This podcast discusses the direction of China, variables that could determine whether labor and inflation concerns will last more long term, what may be driving energy prices up, beyond just supply and demand, and views on the US dollar vs other currencies around the world.
November 2, 2021
Five Lessons Our Podcast Guests Would Teach Your Average Investor
One of the things many podcasts have in common is a standard closing question that they ask all their guests. Here are the top 5 lessons for investors from Validea’s podcasts.
October 28, 2021
Four Enduring Principles for The Road Ahead
This podcast from BMO Global Asset Management discusses some actionable ideas and learnings that might be helpful for your practice on the road ahead.
October 26, 2021
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
We take an in depth look at the Biden tax plan and cover the major points investors should be aware of in it. Also we discuss what Bill has learned as an early adopter of direct indexing for clients.
October 22, 2021
Anatomy of a Recession: Looking Ahead to 2022
This podcast from Franklin Templeton discusses the Federal Reserve’s timetable for tightening, slow growth, the COVID-19 Delta variant, and the resilience of the US consumer.
October 21, 2021
Has the Bitcoin Boat Left the Shipyard? Let’s Find Out
October 19, 2021
The Underappreciated Growth Story of Emerging Markets with Kevin Carter
In this episode, we take an in depth look at the growth potential of emerging markets with Kevin Carter, founder of the EMQQ ETF, which is a pretty mazing growth story itself, with over $1 billion in assets.
October 18, 2021
Potential Longer-Term Effects from Current Economic and Investment Challenges
This podcast discusses the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.
October 14, 2021
South Asia’s Rising Water Risks
This podcast discusses the issue of rising water risks in South Asia, its potential impact on different sectors of the region’s economy, and the framework they use to quantify these risks.
October 12, 2021
Balancing Return and Risk in Factor Investing with Harin de Silva
We speak to Harin de Silva, Portfolio Manager of the Analytic Investors team at Wells Fargo. We discuss his unique approach to multi-factor investing that focuses on both return and risk.
