Podcast appearances and mentions of charlie ellis

Have you ever wondered how the world's top financial thinkers shaped the way we invest today? In this episode, Ben and Cameron sit down with Professor Stephen Foerster from the Ivey Business School to explore the evolution of modern investing. As a distinguished financial expert and co-author of In Pursuit of the Perfect Portfolio, Professor Foerster dives into the groundbreaking work of financial pioneers like Harry Markowitz, Bill Sharpe, Gene Fama, and others, unpacking their remarkable contributions to portfolio management, risk assessment, and market efficiency as we know it today. Tuning in, you'll gain a deeper understanding of Markowitz's revolutionary diversification theory, Sharpe's introduction of beta as a risk measure, and Fama's Efficient Market Hypothesis, as well as each of their perspectives on the “perfect portfolio,” tying together the history, theory, and practical application of modern investment strategies. Whether you're looking to sharpen your strategy or build your investment knowledge from the ground up, this conversation with Professor Foerster is packed with actionable takeaways and fascinating stories that could change the way you approach your financial future. Don't miss this opportunity to learn from the thought leaders who shaped the market!   Key Points From This Episode:   (0:03:29) Contrasting the historical art of investing with the modern science of investing. (0:04:44) Markowitz's diversification theory and the importance of balancing risk and return. (0:09:39) Sharpe's capital asset pricing model (CAPM) and his contribution to measuring risk. (0:16:13) Insight into Fama's Efficient Markets Hypothesis and the joint hypothesis problem. (0:19:13) The rise of factor investing and the significance of Fama-French's three-factor model. (0:23:26) Unpacking Shiller and Fama's main point of disagreement on bubbles. (0:26:50) Bogle's perfect portfolio and persistence about the index fund, despite resistance. (0:29:37) How the Black-Scholes-Merton (BSM) option pricing formula changed the world. (0:34:37) Ways that Merton contributed to portfolio theory and his take on TIPS. (0:36:20) Key takeaways from talks with Martin Leibowitz, Charlie Ellis, and Jeremy Siegel. (0:37:35) An interesting analogy for Professor Foerster's take on the “perfect portfolio.” (0:40:53) Correlation vs. causation in stock pricing and how it applies to factor investing. (0:46:38) Examples of masterly inactivity and investor lessons from Madoff's Ponzi scheme. (0:52:07) The dangers of FOMO, a SPACs cautionary tale, and lessons from value investors. (1:00:43) Winning at tennis vs. investing and risks of over-reliance on automated decisions. (1:06:02) Long-term lessons from pioneers in finance to improve investment strategies today.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — https://www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Professor Stephen Foerster — https://stephenrfoerster.com/ Ivey Business School — https://www.ivey.uwo.ca/ Stephen Foerster on LinkedIn – https://www.linkedin.com/in/stephen-foerster-26b85319/ Stephen Foerster on X – https://x.com/profsfoerster Stephen Foerster Books — https://www.amazon.com/stores/author/B001KDO1L0 ‘Cristiano Ronaldo snubbed Coca-Cola. The company's market value fell $4 billion.' — https://www.washingtonpost.com/sports/2021/06/16/cristiano-ronaldo-coca-cola/   Books From Today's Episode:   In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest — https://www.amazon.com/dp/0691229880 Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor — https://www.amazon.com/dp/B0DHLVYK1Q In Pursuit of the Unknown: 17 Equations That Changed the World — https://www.amazon.com/dp/0465085989 A History of Interest Rates — https://www.amazon.com/dp/0471732834 Winning the Loser's Game: Timeless Strategies for Successful Investing — https://www.amazon.com/dp/0071813659 Stocks for the Long Run — https://www.amazon.com/dp/1264269803/ Extraordinary Tennis For The Ordinary Player — https://www.amazon.com/dp/0517511991   Papers From Today's Episode:    ‘Efficient Capital Markets: A Review of Theory and Empirical Work' — https://doi.org/10.2307/2325486 ‘The Loser's Game' — https://doi.org/10.2469/faj.v31.n4.19 'The Pricing of Options and Corporate Liabilities' — https://doi.org/10.1142/9789814759588_0001  

Charlie Ellis has discovered that while we often put our military veterans on pedestals, we overlook the fact that many are struggling. His dad, a World War II vet and Pearl Harbor survivor, was in a wheelchair by the time Charlie was a teenager, and he witnessed first-hand the challenges his father faced. In 2014 Charlie was part of a team to rebuild a home for an elderly woman, and by the time it was done he knew his calling was to serve veterans in whatever way needed, and Operation Enduring Gratitude was born. A lifetime in construction has gifted him with the skills to lead volunteers in projects ranging from building wheelchair ramps to total reconstructions. Click here to learn more about Operation Enduring Gratitude:  https://operationenduringgratitude.org/  Original air date: December 28, 2023.See omnystudio.com/listener for privacy information.

Bible study with Romans chapter 7 and 8 with Exodus 20. With Pastors Mike Young, Garry Mitchel, Minister Tim Fogarty, and Charlie Ellis. --- Support this podcast: https://podcasters.spotify.com/pod/show/bolwm/support

On today's episode, Charlie Ellis, former Program Manager at Microsoft and expert on the heart of excel, the calc engine, sits down for an amazing conversation. He brings with him stories of the evolution of Office that began with the retooling of Excel 2007. That reboot went on to become a veritable restart of the program that nearly wiped the slate clean by creating what would in essence become a new, more responsive product.  With so many big changes happening at the same time inevitably there was some pushback from the users. Fortunately, for modern users, those changes were pushed through and eventually removed a ton of the frustrations of the original Excel. This recording was unique. Emotions ran high, personality types were broken down, and all parties involved pulled back the curtain on their inner selves. Instead of just focusing on Impostor Syndrome, in this episode we hear more about being neurodivergent and how that can affect the work-life balance as well as the work personality that our coworkers are exposed to through social compassion.  Of course, when things get that real, some conversations have to be taken with a grain of salt and ultimately removed from the episode. Don't worry, at the end of the day, as with every episode and every topic, we all remain friends and perhaps even grow a little closer because of the conversation. Through thoughtful redirection, everyone involved artfully steers the conversation back to less dangerous but no less interesting waters. While you don't get to hear it all, you won't want to miss this episode. As always, if you enjoyed this episode, be sure to leave us a review on your favorite podcast platform and be sure to share it with a friend. After all, friends don't let friends miss Raw Data by P3 Adaptive. Also on this episode: The Ocean - Led Zeppelin All my Love - Led Zeppelin Leaders Need Not be Flashy, w/ Microsoft VP Dave Gainer La La Land La La Land Jazz Christmas Scene A Single Complete Leader, w/P3 Pres and COO Kellan Danielson What Are ActiveX controls Septic Companions and Breaded Capacitors, w/ Chris Rae Buckaroo Banzai - What is that even? Mike Grant - Ultimate Hall of Fame Furious George vs Condors - Ultimate National Championship Paint.net The Power Ranking Godfather, w/ Jeff Sagarin & Wayne Winston Mark Cuban Crashed my Lecture w/IU's Dr. Wayne Winston Was Excel really originally intended for the MAC? Train Tracks and Chariots . . . really?

Bloomberg Radio host Barry Ritholtz speaks with investing legend Charlie Ellis, who is the founder and former managing partner of Greenwich Associates. In addition to advising institutional investors, foundations and government organizations in more than 130 markets, Ellis has taught courses at Yale and Harvard and has written several books, including “Winning the Loser's Game: Timeless Strategies for Successful Investing,” which is now in its eighth edition. See omnystudio.com/listener for privacy information.

Jam-packed episode for you this week!   We've got Charlie Ellis and Deborah Sherron Miller talking SLAM (Savannah Local Artist Market). We've got Joanne Morton talking Circles of Hope! AND we've got a bonus Field Note with Frances Gootman!   Listen in!

This week we look at how lived experience translated into finding a new purpose, moving countries, setting up a business in a new country, learning new skills and giving back to the Military Community.Charlie Ellis former submariner and now Chief at Mountains & the Sea and Hoofing Holiday, the latter specifically aimed at Military and Veterans seeking adventure, respite and recovery.Charlie may come across as relaxed and laid back, but the is a huge amount of industry, energy and resilience in his story.Sit back and appreciate another Veteran journey from the Military.Please share to anyone with a Forces connection and follow the podcast.Dominic O'SullivanPodcast Host

Today's F-bomb discusses the following: -Artificially boosting wages leads to unintended consequences -NBA players and NFL QBs make a lot of money because there is low supply and high demand -$15/hour minimum wage puts more people out of work -Can yield be increased without additional risk? -Psalm 82:3 -John Piper says give until you "feel it" -Who has benefited most during the pandemic -Charlie Ellis on what it takes to be a good investor -The amount needed to retire well in today's world -The best way to purchase an automobile in a seller's market Sources: Nora Naughton, Orla McAphry - WSJ, JD Power, Michael Batnick, The Daily Wire - Ben Shapiro, The Long View, Morningstar

On this week’s episode of Art on the Air we’re delighted to present our Field Note with SLAM (Savannah Local Artist Market) Founder and organizer Charlie Ellis!    We get into all the details about the 3rd annual event, from artists to food trucks to the community canvas, and delve into how the project first got started.    A fun and upbeat interview that you won’t want to miss!

Read the full column at savannahnow.com/entertainment. See omnystudio.com/listener for privacy information.

Read the full column at savannahnow.com/entertainment. See omnystudio.com/listener for privacy information.

HOME DESIGN CHAT WITH NANCY   Charlie Ellis, founder of Operation Enduring Gratitude, is Nancy’s guest this week.  Operation Enduring Gratitude is a nonprofit organization made up of veterans serving veterans who provide Extreme Makeovers as well as wheelchair ramps, and remodeling.  This organization runs on donated materials and time.  After listening to this […]

Charlie Ellis and the progress made in helping our Veterans. Yet progress that NEEDS to be made. Stardust Building Supply donates a two car garage door.

Obsessions with the averages and the indexes is m…

Obsessions with the averages and the indexes is misplaced, unless you start with the needs of the investor.

Charlie Ellis from Operation Enduring Gratitude talks about home makeovers for veterans. The post Home Makeovers for Veterans appeared first on .

March. 28 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Charlie Ellis, CFA Society Calgary, Ellis has authored several articles and several books, including the classic book Winning the Loser’s Game. They discuss investment management business. This interview aired on Bloomberg Radio.