March 14, 2022
Ten Great Investors Share the One Lesson They Would Teach the Average Investor
Based on your experience in markets, if you could teach one lesson to your average investor, what would it be?
March 9, 2022
Aiming for the Market’s Bullseye
March 7, 2022
Gamma, Vanna, Charm and the Impact of Options on the Stock Market with Jason DeLorenzo
While many investors are likely familiar with options, their impact on the stock market is much less understood.
February 25, 2022
Crypto Coin Talk – Making Heads & Tails of Digital Assets
February 22, 2022
Systematic Macro Investing with 42 Macro Founder Darius Dale
Many investors see macro forecasting as a process about making bold binary predictions about the future of the economy and the market.
February 16, 2022
U.S. Policy & Political Will – the De-listings of Chinese Equities
February 15, 2022
An Inside Look at the GameStop Story and the Revolution That Wasn’t With Spencer Jakab
The GameStop short squeeze in early 2021 was the talk of the investing world. It had all the parts of a great story.
February 9, 2022
Financial Silly Putty and Socially Acceptable Volatility
February 7, 2022
Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks
This week we are joined by David Gardner, founder of the Motley Fool. We discuss his unique Rule Breaker approach to finding long-term growth investments and the criteria that the most successful growth companies of our time have in common.
February 3, 2022
No Small Change – A Global Battle to Grow the Copper Economy
February 1, 2022
Some Thoughts On The Recent Market Decline
With the market experiencing its first correction in a while, we thought it would be interesting to look at some behind the scenes data.
January 28, 2022
In Pursuit of the Perfect Portfolio with Stephen Foerster
This podcast discusses some of investment principles, and what some of history’s best investors and researchers can teach us about them.
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.
