Podcasts about investment committee

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Best podcasts about investment committee

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Latest podcast episodes about investment committee

Halftime Report
Is an AI Bubble Brewing? 10/3/25

Halftime Report

Play Episode Listen Later Oct 3, 2025 43:33


Scott Wapner and the Investment Committee debate whether an AI bubble is brewing and what it could mean for the market and your money. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Veeva Systems in his “Best Stocks in the Market” Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
The Record Rally's Road Ahead 10/2/25

Halftime Report

Play Episode Listen Later Oct 2, 2025 43:40


Frank Holland and the Investment Committee debate whether the government shutdown will affect the market negatively and how you should navigate it.  Plus, the desk debated the hottest sector this week, healthcare.  And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
Best Q4 Strategies 10/01/25

Halftime Report

Play Episode Listen Later Oct 1, 2025 46:55


Scott Wapner and the Investment Committee debate the best strategies for Q4 as we head into the final stretch of the year. Plus, Jim Cramer joins the desk to discuss his new book, the market and the best way to protect and grow your money. And later we are joined by John Mullen, president and CEO of Parsons Capital Management which ranked No. 1 on CNBC's list of the top 100 financial advisors in the U.S. for 2025.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
Your Q4 Playbook 9/30/25

Halftime Report

Play Episode Listen Later Sep 30, 2025 44:14


Scott Wapner and the Investment Committee debate the best September since 2013 and Nvidia hitting a record $4.5 trillion market cap. Plus, the desk share their latest portfolio moves. And later, we hit some Committee stocks on the move. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
Year-End Rally or a Reversal Ahead? 9/29/25

Halftime Report

Play Episode Listen Later Sep 29, 2025 44:27


Scott Wapner and the Investment Committee debate Goldman's upgrade of global equities and what it means for a year-end rally. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
The Committee Reacts to the New Tariffs 9/26/25

Halftime Report

Play Episode Listen Later Sep 26, 2025 49:59


Dom Chu and the Investment Committee debate the new tariffs Trump announced today.  What will the tariffs mean for the market and your money. Plus, BMO's Brian Belski joins us with a target raise on the S&P to $7,000, he'll explain. And later, the energy sector leading the market this week, the desk discuss how to trade it now.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bloomberg Daybreak: Asia Edition
Trump New Round of Tariffs, TikTok Order Signed

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Sep 26, 2025 23:04 Transcription Available


Stocks fell as valuation worries overshadowed data showing the economy is holding up. The figures didn't have much of an impact on Federal Reserve bets, but short-dated yields climbed. Bitcoin sank. Following a series of all-time highs, the S&P 500 dropped for a third straight session, the longest slide in a month. That's despite data showing US gross domestic product grew at the fastest pace in nearly two years. For more, we spoke to Brian Krawez, He's President and Chair of the Investment Committee at Scharf Investments. President Donald Trump advanced plans for American investors to buy TikTok's US operations from its Chinese owner ByteDance Ltd., with officials setting a potential value of $14 billion and outlining measures to ensure security of the new venture. In an executive order signed Thursday at the White House, Trump declared that the deal complies with a 2024 law requiring ByteDance to divest control or face a prohibition in the US of the popular video-sharing platform. Trump also reiterated that he had won approval from his Chinese counterpart, Xi Jinping, for the deal. We got reaction from Bloomberg's Annabelle Droulers. And at the same time, President Donald Trump announced a fresh round of tariffs, including a 100% duty on branded or patented pharmaceuticals starting October 1, unless a company is building a manufacturing plant in America. Trump posted on social media that there would be no levies on pharmaceutical imports if companies have broken ground on a US manufacturing plant, or if such a plant is under construction. We heard from Deborah Elms, Heinrich Foundation Head of Trade Policy. She spoke to Bloomberg's Shery Ahn and Avril Hong on the Asia Trade.See omnystudio.com/listener for privacy information.

Halftime Report
The State of the AI Trade 9/25/25

Halftime Report

Play Episode Listen Later Sep 25, 2025 44:16


Scott Wapner and the Investment Committee debate the state of the AI trade with many of the biggest names down again today. Plus, the desk shares their latest portfolio moves. And later, the Committee discuss a new report on how AI is contributing to the boom in robo advisors.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alt Goes Mainstream
Permira Part 2: Co-CEOs Brian Ruder and Dipan Patel - the collaborative leadership model in action: scaling an €80B alternative asset manager

Alt Goes Mainstream

Play Episode Listen Later Sep 25, 2025 48:44


Welcome back to the Alt Goes Mainstream podcast.Today's episode is with two executives who have helped to build one of the industry's leading alternative asset managers.In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira's London office to discuss the firm's evolution and how the business has grown to over €80B in AUM.Both Brian and Dipan bring deep backgrounds in private equity investing to bear as they now lead the firm through its next phase of growth.Brian joined Permira in 2008 after working as a Partner at Francisco Partners. He's Co-Managing Partner and Co-CEO of Permira, also serving on the firm's Executive Committee and the buyout funds' Investment Committee. He was instrumental in building the firm's Technology sector team, which he co-led until 2023 where he worked on a number of the firm's notable transactions, including Ancestry, Genesys, Informatica, LegalZoom, Magento, McAfee, Relativity, Zendesk, and more.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, Adevinta, AllTrails, Ancestry, LegalZoom, and more.Brian, Dipan, and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.The benefits and challenges of the collaborative leadership model.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.The Growth vs. Buyout mindset.The advantage for technology forward incumbents.How AI is impacting software investing and how AI is impacting services businesses.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Brian and Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:56 Introducing Brian Ruder and Dipan Patel04:44 Private Equity and Technology04:54 Brian's Career Journey06:51 Dipan's Career Journey11:44 AI's Role in Modern Investing12:38 AI in Services and Technology13:27 Permira's Sector-Focused Approach13:54 AI's Broader Impact on Industries17:27 Leadership and Innovation in Private Equity18:49 Underwriting Deals in the AI Era18:53 Importance of Market Leadership21:58 Technology Forward Incumbents24:00 Permira's Continuous Innovation24:26 Building the Business of Permira24:36 Dipan's Perspective on Firm Growth25:35 Core Values and Their Impact26:39 Investment Strategies and Sector Focus27:19 Fluid Team Dynamics28:04 Growth vs. Buyout Mindset29:45 Long-Term Investment Philosophy30:29 Driving Terminal Value30:50 Optimizing Long-Term Profitability31:55 Case Studies: Informatica and Ancestry.com32:58 Skillsets for Growth-Oriented Investing33:26 Assessing Long-Term Outcomes34:09 Empowering Long-Term Thinking34:30 Big Picture Thinking in Investments38:05 Co-Leadership Model39:38 Challenges of Co-Leadership40:37 Permira's Entrepreneurial Culture43:14 Diversifying Capital Base44:58 Educating the Wealth Channel46:29 Permira's Brand in the Wealth Channel47:10 Future Evolution of PermiraEditing and post-production work for this episode was provided by The Podcast Consultant.

Halftime Report
Froth Fears Ratchet Up 9/24/25

Halftime Report

Play Episode Listen Later Sep 24, 2025 44:13


Scott Wapner and the Investment Committee debate Fed Chair Jerome Powell's comments yesterday that stock prices appear "fairly highly valued" and what it means for the market and your money.  Plus, the Committe share their buyback strategy. And later, CNBC's Dom Chu joins us with the latest from the Ryder Cup. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
The Fate of the Record Rally 9/23/25

Halftime Report

Play Episode Listen Later Sep 23, 2025 35:50


Frank Holland and the Investment Committee debate the fate of the record rally with the S&P, Dow and Russell 2000 all at record highs. Plus, Josh Brown explains why he's spotlighting energy names in his “Best Stocks in the Market.” And later, we bring you live comments from Fed Chair Jerome Powell.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
The Best Stock Strategies Following a Rate Cut 9/22/25

Halftime Report

Play Episode Listen Later Sep 22, 2025 49:41


Scott Wapner and the Investment Committee discuss their best stock strategies following the Fed's rate cut last week. Plus, CNBC's Jon Fortt brings us some breaking news, Nvidia investing up to $100 Billion in OpenAI to build computing infrastructure. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
Your All-Time Highs Playbook 9/19/25

Halftime Report

Play Episode Listen Later Sep 19, 2025 44:22


Frank Holland and the Investment Committee discuss their All-Time high playbook as stocks hit new records. Plus. The desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
The Post-Fed Playbook 9/18/25

Halftime Report

Play Episode Listen Later Sep 18, 2025 44:18


Scott Wapner and the Investment Committee debate your post-Fed playbook, as stocks hit record highs following yesterday's rate cut. The experts detail their latest portfolio moves. Calls of the Day include Walmart, Costco, American Express, and Progressive. Josh Brown highlights Expedia for his Best Stocks in the Market spotlight. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alt Goes Mainstream
Permira's Dipan Patel - how to scale an €80B AUM alternative asset manager

Alt Goes Mainstream

Play Episode Listen Later Sep 18, 2025 47:45


Welcome back to the Alt Goes Mainstream podcast.Today's episode is with one of the executives who has helped to build one of the industry's leading alternative asset managers.We sat down in Permira's London office with Co-CEO Dipan Patel to discuss the firm's evolution and how the business has grown to over €80B in AUM.Dipan brings a deep background in private equity investing to bear as he and his Co-CEO Brian Ruder now lead the firm through its next phase of growth.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, AllTrails, Ancestry, LegalZoom, and more.Dipan and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:The founding story of Permira and the evolution of the firm since spinning out of Schroder Ventures in 1996.How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.How AI is impacting software investing and how AI is impacting services businesses.Why the firm has expanded into credit.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus01:55 Welcome Back to the Alt Goes Mainstream Podcast02:03 Introduction to Permira and our guest, Dipan Patel03:47 Discussion on Distributions and Market Conditions04:19 Selling A-Grade Businesses in Current Market05:03 Flight to Quality in Times of Stress06:07 Reflecting on Career and Lessons Learned06:29 Early Career Experiences at Arthur Andersen and Lehman Brothers07:29 Impact of Early Career on Leadership Style09:04 Challenges in Today's Investment Environment10:15 Underwriting in Unpredictable Times10:45 Locating Good Companies for Investment14:31 Importance of Market Leadership14:59 Partnering with Founders and Executive Teams16:22 Permira's Co-Leadership Model19:49 Investment Decision Process at Permira21:02 Underwriting Character in Executives22:54 Permira's Organizational Character and Culture23:29 Understanding Organizational Culture23:54 Thriving in Chaos: The Concept of Anti-Fragility24:51 Capital Flows in Private Markets25:26 Developing Investment Theses25:54 Strategic Exit Channels26:24 Supply Creates Its Own Demand27:24 The Necessity of Access to Private Markets28:10 Managing Stress Moments in Private Markets28:50 Navigating Industry Evolutions29:20 Focusing on Core Strengths30:09 Balancing Growth and Differentiation31:21 Investing in Growth and Buyout Businesses32:26 Synergies Between Growth and Mature Businesses33:38 Risk Spectrum in Investments34:27 Understanding Runway and Market Position35:42 Disruption vs. Destruction in AI36:49 Investing in Platform Shifts37:58 Control and Duration in Private Equity39:08 The Role of AI in Incumbent Success40:25 Cultural Adaptability to AI42:21 Specialism vs. Generalism in Investing43:56 Professional Services and AI45:27 Future Investment Ideas46:34 Mission Critical Investing47:28 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

Halftime Report
Awaiting the Fed Decision 9/17/25

Halftime Report

Play Episode Listen Later Sep 17, 2025 44:28


Frank Holland and the Investment Committee debate the fate of the rally as we count down to a high-stakes Fed decision today. CNBC Senior Economics Reporter Steve Liesman joins us with the latest. Plus, Lyft rising while Uber falls, it's our Chart of the Day. And later, the desk discuss the latest Calls of the Day. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
The Road Ahead for the Record Rally 9/16/25

Halftime Report

Play Episode Listen Later Sep 16, 2025 44:14


Courtney Reagan and the Investment Committee discuss the state of the record rally as we head into a critical fed meeting. Plus, Stephanie Link shares her latest portfolio moves. And later, Josh Browm spotlights another stock for his “Best Stocks in the Market”Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
Alphabet Crosses the $3 Trillion Mark 9/15/25

Halftime Report

Play Episode Listen Later Sep 15, 2025 43:54


Courtney Reagan and the Investment Committee debate the critical week for your money as more key data and the next Fed decision loom large. Plus, Alphabet crosses a $3 trillion market cap, the desk discuss their big tech strategy. And later, the committee talk about Elon Musk's $1 billion buy of Tesla stock and what it means for the company. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Halftime Report
Your Rate Cut Playbook 9/12/25

Halftime Report

Play Episode Listen Later Sep 12, 2025 44:20


Scott Wapner and the Investment Committee discuss their rate cut playbook ahead of next week's Fed meeting. Plus, the Committee making some major portfolio moves, they reveal the latest. And later, Netflix down almost 5% this week, the desk debate their streaming strategy as a Paramount & Warner Bros. partnership takes shape. Investment Committee Disclosures

Halftime Report
The Resilient Bull Run 9/11/25

Halftime Report

Play Episode Listen Later Sep 11, 2025 44:14


Scott Wapner and the Investment Committee debate stocks setting new records and the best way to invest in this resilient bull run. Plus, the desk shares their latest portfolio moves. And later, legendary broadcaster Al Michaels joins us to discuss tonight's NFL game between the Washington Commanders vs. the Green Bay Packers and the 2025 season. Josh Brown also gives Al a new stock recommendation.Investment Committee Disclosures

Halftime Report
Rethinking the AI Trade 9/10/25

Halftime Report

Play Episode Listen Later Sep 10, 2025 42:54


Frank Holland and the Investment Committee debate the blockbuster move in Oracle and what it means for the AI trade.  Plus, we discuss some of the Committee's stocks on the move. And later, we hit the latest Calls of the Day. Investment Committee Disclosures

Halftime Report
Halftime Report live from Future Proof in Huntington Beach, California. 9/9/25

Halftime Report

Play Episode Listen Later Sep 9, 2025 46:07


Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment professionals.  We are joined by Dan Ives of Wedbush Securities to look ahead to the Apple Event at 1pm.  Plus, Blackrock's Rick Rieder joins us later to talk about everything from the market, the fed, rates and more. And later, CNBC's Leslie Picker brings us an interview from JPM's Jamie Dimon to talk about his new HQ in NYC. 

Halftime Report
The Fate of the Record Rally 9/8/25

Halftime Report

Play Episode Listen Later Sep 8, 2025 43:52


Frank Holland and the Investment Committee debate the fate of the record rally as we ick off a critical week for the markets and your money. Plus, the desk discuss some of their stocks that are on the move. And later, we take a look at the latest Calls of the Day. Investment Committee Disclosures

Halftime Report
Rethinking the AI Trade 9/5/25

Halftime Report

Play Episode Listen Later Sep 5, 2025 44:17


Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it's our Chart of the Day. And later, the desk shares their latest portfolio moves. Investment Committee Disclosures

Halftime Report
AI Trade Intact? 9/4/25

Halftime Report

Play Episode Listen Later Sep 4, 2025 44:27


Scott Wapner and the Investment Committee debate the state of the AI trade. The experts detail their latest portfolio moves. Calls of the Day include Disney, Leidos, and 3M. Josh Brown is back with his Best Stocks in the Market. The earnings setup is on Lululemon.Investment Committee Disclosures

Halftime Report
Alphabet's Mega Move 9/3/25

Halftime Report

Play Episode Listen Later Sep 3, 2025 44:13


Scott Wapner and the Investment Committee debate the stunning google move and how you should trade it now. Plus, we discuss the latest Calls of the Day on Citigroup. And later, Julia Boorstin joins us with the latest on the NFL season kicking off and the brewing battle between the league and the services that tracks its ratings. Investment Committee Disclosures

Halftime Report
Trading the Weak September Start 9/2/25

Halftime Report

Play Episode Listen Later Sep 2, 2025 44:12


Scott Wapner and the Investment Committee debate the markets with stocks under pressure, global bond yields rallying and the future of the trump tariffs in doubt following last week's court ruling. Plus, Josh Brown shares some updates to his “Best Stocks in the Market.” And later, the desk discuss the latest Calls of the Day on Newmont, Netflix and Verizon.  Investment Committee Disclosures

The Meb Faber Show
Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595

The Meb Faber Show

Play Episode Listen Later Aug 29, 2025 65:58


Subscribe to YouTube Today's guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio's investment research team for nearly a decade. In today's episode, Bob discusses the macroeconomic landscape — from the Federal Reserve to the impact of tariffs and the dollar's long-term overvaluation. He highlights the disconnect between weakening economic data and elevated stock valuations, noting that prices can't diverge from the real economy for long. He also emphasizes the role of asset allocation and diversification, with a focus on TIPS, bonds, and hedge fund replication strategies. (0:00) Starts (1:09) Introduction of Bob Elliott (4:13) Tariffs consequences (8:53) Dollar performance (13:09) Evaluation of asset dislocations and investment opportunities (18:55) Sentiment towards bonds (22:11) Global macro strategies (36:07) Portfolio diversification and addressing high fees (44:51) Role of illiquid assets and transparency in private investments (52:15) Bear market impacts and regulatory challenges (59:28) New product developments and liquid venture prospects ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Halftime Report
Your September Strategy 8/29/25

Halftime Report

Play Episode Listen Later Aug 29, 2025 44:14


Scott Wapner and the Investment Committee debate whether a September stumble is coming. Plus, we discuss whether the tide is turning for software stocks. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures

Halftime Report
Reacting to Nvidia's Earnings: Brad Gerstner Joins Us Live 8/28/25

Halftime Report

Play Episode Listen Later Aug 28, 2025 55:50


Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. Plus, Altimeter Capital's Brad Gerstner joins us to react to Nvidia's earnings last night. The stock is his second largest holding. Investment Committee Disclosures

Halftime Report
Can Nvidia Earnings Match the Hype 8/27/25

Halftime Report

Play Episode Listen Later Aug 28, 2025 44:14


Scott Wapner and the Investment Committee countdown to Nvidia's earnings report tonight and what it could mean for the broader market. Plus, Financials are hitting a new all-time high, the desk debate how to trade the banks. And later, we hit the latest Calls of the Day.  Investment Committee Disclosures

Halftime Report
The Road Ahead for Stocks 8/26/25

Halftime Report

Play Episode Listen Later Aug 26, 2025 44:10


Scott Wapner and the Investment Committee debate the markets, the future of the Fed, and some new reporting on Apple's AI ambitions. The experts react to stock moves in Netflix, Uber, Eli Lilly, AT&T, and Oklo. The desk talks about the state of the restaurant trade. Josh Brown updates the viewers on his “Best Stocks in the Market.” The Setup is on Ulta Beauty ahead of earnings later this week. Investment Committee Disclosures

The Business Brew
Jeffrey Collins - Uncorrelated Private Assets

The Business Brew

Play Episode Listen Later Aug 25, 2025 66:13


Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay provides access to private assets that are often overlooked by traditional investors, emphasizing the importance of correlation in portfolio management. The discussion covers various investment opportunities, including sports rights, telecom spectrum auctions, dark fiber, and intellectual property. Jeff shares insights on navigating regulatory changes and lessons learned from past investments, ultimately highlighting the future outlook for investment strategies in a rapidly evolving market.TakeawaysCloverlay specializes in esoteric niche private assets.The firm manages $1.6 billion in assets.Investments are designed to be uncorrelated and predictable.Understanding correlations is key to portfolio management.Investing in sports rights was a unique opportunity in 2020.Telecom spectrum auctions favor smaller investors.Dark fiber investments are critical for data centers.Regulatory changes can create new investment opportunities.Past investments provide valuable lessons for future strategies.Cloverlay aims to be a resource for institutional investors. Jeff's BioJeff serves as Managing Partner of Cloverlay and is a member of the Firm's Investment Committee and Board of Directors. Prior to founding Cloverlay, Jeff was a Managing Director with Morgan Stanley Alternative Investment Partners (AIP), a division of Morgan Stanley's institutional asset management business. While at AIP, Jeff was a member of the Executive and Business Committees and served on AIP's Private Markets Investment Committee as a Portfolio Manager responsible for leading primary fund, co-investment and secondary transactions focused on special situations globally and North American buyouts. Prior to AIP, Jeff advised and traded equity options and futures with U.S. hedge funds in Morgan Stanley's Equity Derivatives Group in New York. Prior to Morgan Stanley, Jeff was on the investment team at Petra Capital Partners, where he was responsible for screening, researching, structuring and monitoring private equity investments in health care and information services companies. Prior to Petra Capital, Jeff was an investment banker at Robertson Stephens, where he executed a variety of public and private equity, debt and convertible offerings along with mergers and acquisitions in financial services, health care, and business services.

Halftime Report
The Best Plays Post-Powell 8/25/25

Halftime Report

Play Episode Listen Later Aug 25, 2025 49:49


Scott Wapner and the Investment Committee debate the fate of the market rally and the top stock plays following Jerome Powell's pivot in Jackson Hole last Friday. Plus, we break down the latest Calls of the Day. Later, the desk shares their favorite bank stocks and strategies for the financial sector.Investment Committee Disclosures

Halftime Report
The Post-Powell Playbook 8/22/25

Halftime Report

Play Episode Listen Later Aug 22, 2025 44:32


Frank Holland and the Investment Committee debate the Post-Powell Playbook following Jerome Powell's highly anticipated speech in Jackson Hole. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day on Roblox, Snowflake and more. Investment Committee Disclosures

Halftime Report
Pause or Pullback? 8/21/25

Halftime Report

Play Episode Listen Later Aug 21, 2025 43:24


Frank Holland and the Investment Committee debate whether we're in a pause or pullback as stocks try to avoid a fifth straight day of losses.  Plus, the committee share their latest portfolio moves. And later, Josh Brown adds Illinois Tool to his “Best Stocks in the Market,” he explains why. Investment Committee Disclosures

Halftime Report
Tech Pullback Stirs Market Fears 8/20/25

Halftime Report

Play Episode Listen Later Aug 20, 2025 44:24


Frank Holland and the Investment Committee debate the tech pullback and what it could mean for a bigger pullback on the horizon. Plus, the desk shares their latest portfolio moves.  And later, the XRT hitting a 52-week high, the committee debate how to trade the retail sector.  Investment Committee Disclosures

Halftime Report
A Bubble in Tech? 8/19/25

Halftime Report

Play Episode Listen Later Aug 19, 2025 47:56


Scott Wapner and the Investment Committee whether there's a bubble in tech after Sam Altman's warning and now options traders bracing for a potential downturn. Plus, we hit the latest Calls of the Day. And later, Josh Brown reveals another stock that has made his ‘Best Stocks in the Market.' Investment Committee Disclosures

Halftime Report
Stocks Face a Critical Week 8/18/25

Halftime Report

Play Episode Listen Later Aug 18, 2025 55:29


Scott Wapner and the Investment Committee discuss the critical week for stocks as central bankers gather in Jackson Hole for their annual get-together. Plus a historic meeting at the White House today as European leaders and President Zelensky meet President Trump to discuss the Russia-Ukraine War. And later, the desk debate the latest Calls of the Day. Investment Committee Disclosures

Insurance AUM Journal
Episode 315: Investment Risk: Ex-Ante Influence for Ex-Post Impact

Insurance AUM Journal

Play Episode Listen Later Aug 18, 2025 33:52


Allysen Mattison, Director of Investment Risk and Vice Chair of the Investment Committee at Income Research & Management, joins the InsuranceAUM.com Podcast to deliver a deep dive into the art and science of fixed income risk management. Drawing on her experience overseeing a $122 billion portfolio, Allysen explains how her team approaches interest rate sensitivity, duration positioning, and risk decomposition to ensure that the risks taken align with high-conviction investment ideas.   In the conversation with host Stewart Foley, Allysen unpacks complex topics such as tracking error models, the importance of aligning risk metrics with portfolio construction, and the nuanced role of downside risk analysis. She emphasizes the value of relative value assessment, systematic thinking, and cross-team collaboration, offering practical strategies for balancing active risk-taking with the protection of principal.   From philosophical approaches to tactical frameworks, Allysen's perspective provides a rare inside look at how one of the industry's leading fixed-income managers evaluates, measures, and responds to risk. Whether you're an investment professional, an insurance CIO, or simply a fixed income enthusiast, this episode offers a masterclass in managing risk for long-term performance.

Halftime Report
How to Trade the Markets Right Now 8/15/25

Halftime Report

Play Episode Listen Later Aug 15, 2025 44:08


Scott Wapner and the Investment Committee discuss the new high for the Dow as the index joins the S&P and Nasdaq at record levels. The desk debates how to trade the markets now. Plus, we hit the latest calls of the day. And later, Josh Brown reveals his latest “Best Stock in the Market.”Investment Committee Disclosures

Halftime Report
Are Stocks and the Fed on a Collision Course? 8/14/25

Halftime Report

Play Episode Listen Later Aug 14, 2025 44:11


Scott Wapner and the Investment Committee debate whether stocks and the Fed are on a collision course.  Plus, Kevin Simpson shares his many portfolio moves. And later, the desk discuss the latest Calls of the Day. Investment Committee Disclosures

Halftime Report
How to Play New Highs 8/13/25

Halftime Report

Play Episode Listen Later Aug 13, 2025 44:26


Scott Wapner and the Investment Committee debate the record run for stocks and whether this is truly one of the best investing environments we've seen.  Plus, Jim Cramer joins us on set to discuss whether Apple shares are in the middle of a turnaround. And later, the desk shares their latest portfolio moves.  Investment Committee Disclosures

Halftime Report
Stocks, Inflation and the Fed 8/12/25

Halftime Report

Play Episode Listen Later Aug 12, 2025 44:25


Scott Wapner and the Investment Committee what the Fed's next move is and what it will mean for stocks, the market and your money. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day. Investment Committee Disclosures

Halftime Report
Bulls vs. Bears in a Choppy Market 8/11/25

Halftime Report

Play Episode Listen Later Aug 11, 2025 44:03


Scott Wapner and the Investment Committee debate the current state of stocks and whether they are overvalued at these levels. Plus, the desk debate the latest Calls of the Day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures

Halftime Report
Shaky or Stabilizing? 8/8/25

Halftime Report

Play Episode Listen Later Aug 8, 2025 43:32


Scott Wapner and the Investment Committee debate whether stocks are shaky or stabilizing with the S&P tracking for its best week since early June. Plus, the desk share their latest portfolio moves. And later, we discuss the latest Calls of the Day.  Investment Committee Disclosures

Halftime Report
Inflation, Tariffs, and Dip-Buying 8/7/25

Halftime Report

Play Episode Listen Later Aug 7, 2025 44:13


Scott Wapner and the Investment Committee debate whether it's safe to buy the dip as the S&P tries for its best week in a month. Plus, President Trump is set to sign an executive order that will allow private assets into 401(k)s, the desk discuss what it could mean for your retirement portfolio. And later, Josh Brown adds another name to his “Best Stocks in the Market.”Investment Committee Disclosures

Stansberry Investor Hour
A Candid Conversation With MarketWise's New CEO

Stansberry Investor Hour

Play Episode Listen Later Aug 6, 2025 67:52


On this week's Stansberry Investor Hour, Dan and Corey welcome Dr. David "Doc" Eifrig back to the show. Doc is the new permanent CEO of Stansberry Research's parent company MarketWise, as well as the editor of five newsletters at Stansberry and a member of the Investment Committee for Stansberry Portfolio Solutions.  Doc kicks off the show by asking Dan about his recent river cruise vacation on the Mississippi River and sharing stories about his own trip to Lisbon, Portugal a few weeks ago. This leads to a conversation about Doc and Dan's first meeting in 2007 and how Dan was a "diligence check" for Doc joining Stansberry in the first place. Doc also talks about his permanent appointment as MarketWise CEO after almost a year holding the interim role. (0:46) Next, Doc discusses the financial-newsletter industry and what sets Stansberry apart in this era where anyone can self-publish content – including free content and AI-generated content. "I want us to be known as a trusted source," he notes. As Doc emphasizes, Stansberry is good at finding talented analysts who work hard, know their stuff, and can meet deadlines. He also looks back on the company since its "disaster" going public, previous leadership that didn't respect the company's history, and what has mattered most to him since becoming CEO. (23:57) Finally, Doc explains that caring about what you're doing and the experience you want to give is the most important thing in business. He gives shout-outs to several folks at MarketWise who are doing just this, from Stansberry's Executive Editor Carli Flippen overseeing everything that gets published, to the marketing team and copywriters who care about the customers more than making a sale. (45:32)

Halftime Report
Can the Rally Regain Momentum? 8/6/25

Halftime Report

Play Episode Listen Later Aug 6, 2025 44:20


Scott Wapner and the Investment Committee debate whether the record-setting rally can regain momentum as stocks stall. Plus, we hit the latest Calls of the Day on multiple names.  And later, the desk shares their latest portfolio moves.  Investment Committee Disclosures

Halftime Report
How to Trade Choppy Stocks 8/5/25

Halftime Report

Play Episode Listen Later Aug 5, 2025 44:18


Scott Wapner and the Investment Committee debate the state of stocks with the economy once again in question and markets entering a historically rocky period. Plus, Palantir hitting a record high after earnings, it's our Chart of the Day. And later, Josh Brown adding Dominion Energy to his “Best Stocks in the Market.”Investment Committee Disclosures