July 29, 2021
With the opening ceremonies of the Summer Olympics Games slated to begin in Tokyo on Friday, July 23, this conversation will take a deeper look at the economic impact of hosting the Olympics.
July 29, 2021
In this episode, Jeremy talks to Savita Subramanian, Managing Director, Head of Environmental, Social & Governance (ESG) Research and U.S. Equity & Quantitative Strategy at BofA Global Research.
July 16, 2021
Cryptocurrency is at the center of today’s discussion and how these digital assets are changing the fabric of investing. To discuss these implications is Brian Jacobsen, Senior Investment Strategist with our Multi-Asset Solutions Team.
July 13, 2021
In this episode, we look at the rebalancing premium and how properly rebalancing a portfolio can outperform the returns of the assets within it.
July 8, 2021
We’re talking about this because investors are fixated on finding products that offer the lowest operating costs when deciding to invest in mutual funds or exchange-traded funds.
June 29, 2021
This podcast discusses the implications of government stimulus, how to identify bubbles in advance and the future of value investing, among many other topics.
June 22, 2021
In this episode, we look at some quantitative strategies that can offer alternatives to the 60-40 portfolio and discuss their pros and cons.
June 10, 2021
This podcast features a conversation around why large cap value is really appealing in this environment and how our Special Global Equity Team is approaching investing in the space.
June 10, 2021
This podcast discussed oil, and the focus was on Erik’s bullish view on the commodity stemming from structural supply issues in the U.S. amid an improving demand outlook.
June 8, 2021
This week, we look at one of the quantitative strategies we follow that attempts to separate the winners from the losers within the value investing space.
June 3, 2021
In this episode, Jeremy talks to Corey Hoffstein, Co-Founder and Chief Investment Officer at Newfound Research.
May 27, 2021
This special edition of On the Trading Desk® features a discussion between Danny Sarnowski, Portfolio Specialist for the Global Fixed Income Platform, and Noah Wise, Senior Portfolio Manager on the Multi Sector Fixed Income – Plus and High Yield Team, about low yields, rising rates, inflation concerns, and more.
May 25, 2021
In this episode, we take an in depth look at the major ways to value the market, how they are calculated, and the different ways investors can use them.
May 18, 2021
In this episode, we look at some things investors can do to deal with high levels of uncertainly, and the risks associated with them.
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.
