May 6, 2021
In this edition, Bob Gruendyke, Senior Portfolio Manager with the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), speaks about the recent phenomenon across the investing community of special purpose acquisition companies, otherwise known as SPACs.
May 6, 2021
Jeremy Schwartz talks to Sailesh Radha about how his real adjusted exchange rate model can support valuations and more!
April 27, 2021
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper “Migration” by Eugene Fama and Kenneth French.
April 20, 2021
In this episode, we look at bubbles through a framework based on the three questions that we think are most important for investors to ask.
April 8, 2021
This edition of On the Trading Desk® features a discussion about ways to buffer fixed-income portfolios from rising rates. I’m talking with Michael Schueller, Senior Portfolio Manager, Multi-Sector Fixed Income Plus and High Yield at Wells Fargo Asset Management (WFAM) Global Fixed Income.
March 30, 2021
In this episode, we wanted to counteract that bias and look at the other side of the coin. We are joined by Applied Finance founder Rafael Resendes, who has been a vocal critic of traditional approaches to value.
March 25, 2021
Tom Kurinsky of Millenium Trust discusses the ins and outs of holding these alternative assets in IRAs and how you can advise your clients on integrating these investments into their portfolios.
March 18, 2021
This episode features a conversation about scientific learning and how innovative technologies can supplement time-tested and proven investment processes. Today, Randy Mangelsen, Co-Head of the Investment Analytics team at Wells Fargo Asset Management (WFAM), joins the program to discuss this topic
March 16, 2021
In the interview, we discuss the basics of machine learning and some examples of how it is applied and more!
March 9, 2021
In this episode, we cover the major points Warren Buffett covered in his 2021 annual letter and talk about some lessons investors can learn from them.
March 3, 2021
A recent Behind the Markets podcast featured a debate on the merits of Bitcoin with Alex Pickard, VP of Research at Research Affiliates, and Jason Guthrie, Head of Capital Markets and Digital Assets for WisdomTree Europe.
February 26, 2021
In this episode of Franklin Templeton’s “Talking Markets” podcast, they discuss interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.
February 24, 2021
February 16, 2021
In this episode, we look at some of the most important risks we face as investors, and why they are impossible to disentangle from our own behavior.
February 9, 2021
In this episode, we take a deep dive into momentum investing with Alpha Architect’s Jack Vogel. We discuss why momentum works, how it is measured, and some potential ways to enhance the returns of momentum strategies.
February 4, 2021
This discussion is about fixed-income markets now that 10-year Treasury yields are above 1% and the yield curve is steepening.
January 28, 2021
What happens if what you’ve been planning for changes right before the goal line? We’re seeing that today in the world of retirement income.
January 28, 2021
This podcast features an update about risks that investors may face in 2021. With us to discuss the implications is John Hockers, CFA®, PRM, Co-Head of Investment Analytics at Wells Fargo Asset Management (WFAM).
January 26, 2021
In this episode we decided to challenge ourselves and to try to make the best case we can against value investing.
January 21, 2021
Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth. Check out our latest “Talking Markets” podcast.
January 21, 2021
We released two separate Behind the Markets podcasts last week, touching on two important issues for the market: developments in content platforms & the latest readings on earnings.
January 21, 2021
This podcast features a conversation about what’s ahead in fixed income in 2021. In addition to market outlooks, we’ll focus on ways to generate income and enhance total return.
January 14, 2021
Henrietta Pacquement, CFA®, Senior Portfolio Manager and Head of Investment Grade with the Credit Europe provides insight on climate change, specifically how within fixed income, investing in corporate bonds—also known as credit—has an important role on the path to a net zero carbon future.
January 12, 2021
In this episode, we look at Lynch’s approach to investing and our quantitative strategy based on him, which we extracted from his book One Up On Wall Street.
January 5, 2021
In this episode, we look at the importance of expectations in investing and how investors can look at this issue.
December 29, 2020
To bring 2020 to a close, we took a look at our five most popular interviews of the year and found the most important lesson we learned from each of them. We bring all those lessons together in our final episode of the year.
December 22, 2020
In this episode, we look at some of the biggest lessons investors can learn from Buffett.
December 17, 2020
We discuss the impact that ESG investing can have on client portfolios, both to align with your client’s beliefs as well as meet their financial goals.
December 17, 2020
In our last episode of 2020, we will speak with Dr. Brian Jacobsen, Senior Investment Strategist for the Multi-Asset Solutions team at Wells Fargo Asset Management about the year 2020, the course it set us on, and how investors can prepare for 2021.
December 16, 2020
Last week on Behind the Markets we spoke with Karthik Sankaran. Sankaran believes investors are under-allocated to foreign markets and that U.S. dominance goes in long cycles of relative performance.
