Podcasts about portfolio managers

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Best podcasts about portfolio managers

Show all podcasts related to portfolio managers

Latest podcast episodes about portfolio managers

Talking Markets with Franklin Templeton Investments
Growth or Value: Which Stocks Have the Upper Hand?

Talking Markets with Franklin Templeton Investments

Play Episode Listen Later Nov 30, 2021 28:39


With changing market conditions, does growth or value have the upper hand, and how does investing in innovation fit into the debate? Plus, we highlight what's behind the resurgence in small cap stocks. Talking to our Stephen Dover about it all is Matt Moberg, a Portfolio Manager with Franklin Equity Group, Sam Peters, a Portfolio Manager with ClearBridge Investments and Steve Lipper, Senior Investment Strategist and President of Royce Fund Services. 

On Purpose
Big Questions About Bitcoin's ESG Impact

On Purpose

Play Episode Listen Later Nov 29, 2021 21:42


Is mining Bitcoin an environmental hazard? Does it promote secret, nefarious activities? Or—as Will Johnson, Portfolio Manager for AB's Sustainable Thematic Growth strategy argues—do environmental and transparency concerns overshadow Bitcoin's promotion of financial inclusion? We tackle these questions and more in our latest episode. For more, read our blog https://www.bernstein.com/our-insights/insights/2021/articles/is-bitcoin-esg-friendly-for-equity-investors.html Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2021 AllianceBernstein L.P.

Fidelity Answers: The Investment Podcast
The Investor's Guide to China: Demographics (#11)

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Nov 23, 2021 43:18


China's labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think about wealth preservation signals big challenges and opportunities for China's pension system development. So, how will government policy seek to ensure that the corporate sector remains dynamic and innovative, and can keep attracting the talent it needs? What sectors stand to benefit as a very different, younger generation increases its purchasing power? To help investigate these questions and more, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by three of Fidelity's portfolio managers, each with a keen interest in the changes underway in China's population: Aneta Wynimko, Hyomi Jie, and Morgan Lau. With additional contributions from Casey McLean, Portfolio Manager, Catherine Yeung, Investment Director, Lily Cong, Chief Representative for Fidelity's Beijing Representative Office, and Ren Cheng, Senior Research Advisor at Fidelity Investments in the US. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.

This Week in Intelligent Investing
Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying

This Week in Intelligent Investing

Play Episode Listen Later Nov 21, 2021 54:48


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the challenges of forecasting, faced by businesses and investors alike; and (ii) thoughts on Zillow's retreat from ibuying. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Behind the Markets Podcast
Behind The Markets Podcast: Damon Ficklin

Behind the Markets Podcast

Play Episode Listen Later Nov 19, 2021 52:43


Show from 11/19/21Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.Guest:Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen CapitalFor more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin For the latest, follow Polen Capital on Twitter: @PolenCapital Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Wealthion
The Great Rotation: Capital To Dump High-Flying Stocks For Hard Assets | Crescat Capital (PT1)

Wealthion

Play Episode Listen Later Nov 19, 2021 39:49


Inflation is becoming a real problem. The latest data shows the CPI, consumer price inflation rate, at 6.2%. That's higher than anything we've seen in decades and it is looking less and less "transitory" like our leaders initially promised us it would be. So we now have inflation spiking at the same time that financial asset prices and the stock market are at all-time-highs. What will happen next? In this video, we hear from Kevin Smith and Tavi Costa, the Chief Investment Officer and the Portfolio Manager of Crescat Capital, a global macro asset management firm highly respected for the market analysis and excellent data chart it publishes regularly. See the YouTube Video for the charts and graphics: https://youtu.be/tlhjg1bJ01Y

Lance Roberts' Real Investment Hour
Will Inflation Become Stagflation?

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 18, 2021 34:29


Starbuck's & McDonald's are luring customers with free stuff for the holidays, even as prices inflate; the political toll from a poor economy; how inflation becomes stagflation; The Fed's Bazooka; what Joe Biden doesn't know about oil commodity pricing. ------ SEG-1: Starbuck's & Inflation in Your Cup SEG-2: The Fed's Bazooka Gone Awry SEG-3: How Oil Prices Really Work Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=rMzlIUxns3o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Our Latest "Three Minutes on Markets & Money: Aew We Due for a Santa Claus Rally?" is here: https://www.youtube.com/watch?v=0Wj4yD4Sdyg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- Our previous show, "Build Back Better Bust: Why the spending package ISN'T paid for, as promised," is here: https://www.youtube.com/watch?v=4fKWFd3yZh0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Our most-recent Candid Coffee can be found here: https://www.youtube.com/watch?v=1aueA_Gkq64&list=PLVT8LcWPeAujtF0xU6bHGcIrXFq2dFy2X&index=1&t=38s -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #Stagflation #OilPrices #Starbucks #McDonalds #JoeBiden #FedBazooka #CommodityPricing #Markets #Money #investing

The Real Investment Show Podcast
Will Inflation Become Stagflation?

The Real Investment Show Podcast

Play Episode Listen Later Nov 18, 2021 34:30


Starbuck's & McDonald's are luring customers with free stuff for the holidays, even as prices inflate; the political toll from a poor economy; how inflation becomes stagflation; The Fed's Bazooka; what Joe Biden doesn't know about oil commodity pricing. ------ SEG-1: Starbuck's & Inflation in Your Cup SEG-2: The Fed's Bazooka Gone Awry SEG-3: How Oil Prices Really Work Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=_PlFUhsuJig&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Our Latest "Three Minutes on Markets & Money: Aew We Due for a Santa Claus Rally?" is here: https://www.youtube.com/watch?v=0Wj4yD4Sdyg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- Our previous show, "Build Back Better Bust: Why the spending package ISN'T paid for, as promised," is here: https://www.youtube.com/watch?v=4fKWFd3yZh0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Our most-recent Candid Coffee can be found here: https://www.youtube.com/watch?v=1aueA_Gkq64&list=PLVT8LcWPeAujtF0xU6bHGcIrXFq2dFy2X&index=1&t=38s -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #Stagflation #OilPrices #Starbucks #McDonalds #JoeBiden #FedBazooka #CommodityPricing #Markets #Money #investing

Invest Like the Best
Bored Ape Yacht Club -  [Web3 Breakdowns, EP. 1]

Invest Like the Best

Play Episode Listen Later Nov 18, 2021 51:56


Today, I am excited to share our newest show, Web3 Breakdowns. Similar to our Business Breakdowns series, Web3 will have it's own dedicated feed so make sure to hit this subscribe link or find it on your preferred podcast player. The first episode of Web3 Breakdowns covers Bored Ape Yacht Club. You will hear from guest, Eric Golden, who will also be coming back to host his own Web3 Breakdowns moving forward. We are sharing this first episode to make sure no one misses this launch.  ---- Welcome to our new show, Web3 Breakdowns. We want to be your on ramp into this new decentralized world, and through conversations with builders, creators, and investors, we will do our best to help you understand and navigate this emerging ecosystem. First up, we are breaking down the NFT project and cultural phenomenon, Bored Ape Yacht Club. To help break down Bored Apes, I am joined by Eric Golden, former Portfolio Manager at Fidelity and current Bored Ape owner. Eric and I start with an overview of the Bored Ape Yacht Club and his path to owning an NFT in the collection. We then use Bored Apes as a lens to understand how NFT projects are not just creating rare art but strong membership communities too. Beyond the cultural differences between NFT communities, it was fascinating to hear how projects are differentiating themselves with IP ownership, roadmaps, and DAOs. Please enjoy this breakdown of the Bored Ape Yacht Club. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime, an integrated solution that provides an advanced trading platform, secure custody, and prime services so you can manage all your crypto assets in one place.   Coinbase Prime fully integrates crypto trading and custody on a single platform while giving clients the market's best all-in pricing through their proprietary Smart Order Router and algorithmic execution. Coinbase Prime extends beyond individuals - with companies like Tesla and Microstrategy using the investing platform to execute some of the largest trades in the industry.    Coinbase is the only publicly-traded company with experience trading and custodying crypto assets at scale - build a unified investment portfolio with the most trusted name in crypto. Learn more by visiting coinbase.com/prime to get started.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @patrick_oshag | @JoinColossus   Show Notes   [00:02:30] - [First question] - What the Bored Ape Yacht Club is [00:03:39] - Motivations for owning a Bored Ape compared to traditional art  [00:07:46] - The scope of prices, hierarchy, turnover, and trading overview of these NFTs [00:09:51] - Distribution of rarity and why it matters  [00:11:29] - How the project roadmap is managed by the member community [00:16:23] - Who are the members and the key stewards of steering the ship [00:18:08] - An example of a project where the owners don't own the IP of their NFT [00:20:56] - Underlying fundamentals and utility behind owning a Bored Ape  [00:26:36] - Thoughts on fungible tokens inside of non-fungible projects [00:29:06] - Ways to think about the value proposition of owning an Ape and an Ape token  [00:30:36] - Different options for minting NFTs and their pros and cons [00:34:36] - Literal mechanics of the minting process [00:36:59] - Smart contract mediating of combining NFTs to generate rare ones [00:39:20] - Building a bottom up brand and other examples of this trend [00:41:50] - Are NFTs just gambling, or will they become investable assets like physical art [00:46:09] - Blockchain infrastructure of the NFT space and whether it'll stay on Ethereum [00:48:48] - What makes the Bored Ape Yacht Club so innovative compared to other projects

This Week in Intelligent Investing
GE and the Deconglomeration Push | Kasparov Principle as Applied to Investing

This Week in Intelligent Investing

Play Episode Listen Later Nov 14, 2021 53:21


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the pending breakup of GE and whether it signifies the "end of conglomerates"; and (ii) the "Kasparov Principle" as applied to investing. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

The Scoop
Here's One River's crypto pitch to multi-billion dollar pension funds and endowments

The Scoop

Play Episode Listen Later Nov 12, 2021 41:21


"It's really a matter of moving at the pace of the decisions of institutional players." That's Shaun Martinak, research and portfolio manager at One River Digital, the newly-launched arm of One River Asset Management that's working with clients to add crypto exposure to their portfolios.  In an interview during the latest episode of The Scoop podcast, Martinak observed that while institutional players have made headlines entering crypto, some of the largest investors--including pensions and endowments--account for only a small fraction of the crypto market. He believes that, in the future, there will be a place for such investments in the portfolios of these types of investors.  "I think between 2 and 10 percent is a perfectly good number," he said, speaking to the penetration of pension funds and endowments into crypto. "And it's a matter of the timeline for education and the timeline for decision making." He said such firms are actively seeking exposure though One River as they actively pitch for their business. "I think the pitch is multifaceted, but it really boils down to: This is an area of fundamental growth at a time where fundamental growth is difficult to find." The metaverse  While hesitant to make predictions on cryptocurrency portfolio allocation over the next 12 months, Martinak was enthusiastic about the growth and technological advancement he's seen in the gaming segment. Ultimately, he sees the possibility of gaming and NFT assets sitting alongside traditional assets in an investor's portfolio.  “When I think about the metaverse and I think about what digital assets and crypto primitives bring to existing in a space with other people in a digital environment, it just seems like it compounds how much time and attention we spend on our screens and in our information universe because your bank account is going to live in there with you, your value is going to live in there with you," he said. As Martinak posits: “What is this going to look like in its version of the Super Bowl?” Episode 73 of Season 3 of The Scoop was recorded remotely with The Block's Frank Chaparro and Shaun Martinak, Research and Portfolio Manager for Digital Assets at One River Digital. Listen below, and subscribe to The Scoop on Apple, Spotify, Google Podcasts, Stitcher or wherever you listen to podcasts. Email feedback and revision requests to podcast@theblockcrypto.com. This episode is brought to you by our sponsors Bakkt, Kraken and Masterworks Bakkt® unlocks the $1.2+ trillion of digital assets that is currently held in cryptocurrencies, rewards and loyalty points, gaming assets and merchant stored value. We began in 2018 with the vision to bring trust and transparency to digital assets. Through the Bakkt Warehouse and Bakkt Bitcoin Futures and Options contracts, we serve institutional clients in an end-to-end regulated market with true price transparency. For consumers, Bakkt aggregates digital assets to enable instant liquidity and to empower users to trade, transfer and pay however they want. Visit Bakkt.com for more information About Kraken Whether you're an experienced crypto trader or just starting out, Kraken has the tools to help you achieve financial freedom. With 50+ cryptocurrencies to choose from, industry-leading security and a wide variety of features to suit any investing strategy, Kraken puts the power in your hands to buy, sell and trade digital assets. Visit Kraken.com to get started today. About Masterworks Masterworks is democratizing the exclusive multi-trillion-dollar art world. Instead of needing to write a $10 million dollar check to buy one Picasso painting, you can buy shares of masterpiece paintings. Masterworks has securitized over $250 million worth of art for their 235,000 members and was recently valued at over $1 billion, making them the first and only unicorn in the alternative investing space. Invest like a billionaire today with a few easy clicks at masterworks.io/scoop

Web3 Breakdowns
Bored Ape Yacht Club -  [Web3 Breakdowns, EP. 1]

Web3 Breakdowns

Play Episode Listen Later Nov 12, 2021 51:28


Welcome to our new show, Web3 Breakdowns. We want to be your on ramp into this new decentralized world, and through conversations with builders, creators, and investors, we will do our best to help you understand and navigate this emerging ecosystem. First up, we are breaking down the NFT project and cultural phenomenon, Bored Ape Yacht Club. To help break down Bored Apes, I am joined by Eric Golden, former Portfolio Manager at Fidelity and current Bored Ape owner. Eric and I start with an overview of the Bored Ape Yacht Club and his path to owning an NFT in the collection. We then use Bored Apes as a lens to understand how NFT projects are not just creating rare art but strong membership communities too. Beyond the cultural differences between NFT communities, it was fascinating to hear how projects are differentiating themselves with IP ownership, roadmaps, and DAOs. Please enjoy this breakdown of the Bored Ape Yacht Club. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime, an integrated solution that provides an advanced trading platform, secure custody, and prime services so you can manage all your crypto assets in one place.   Coinbase Prime fully integrates crypto trading and custody on a single platform while giving clients the market's best all-in pricing through their proprietary Smart Order Router and algorithmic execution. Coinbase Prime extends beyond individuals - with companies like Tesla and Microstrategy using the investing platform to execute some of the largest trades in the industry.    Coinbase is the only publicly-traded company with experience trading and custodying crypto assets at scale - build a unified investment portfolio with the most trusted name in crypto. Learn more by visiting coinbase.com/prime to get started.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @patrick_oshag | @JoinColossus   Show Notes [00:02:30] - [First question] - What the Bored Ape Yacht Club is [00:03:39] - Motivations for owning a Bored Ape compared to traditional art  [00:07:46] - The scope of prices, hierarchy, turnover, and trading overview of these NFTs [00:09:51] - Distribution of rarity and why it matters  [00:11:29] - How the project roadmap is managed by the member community [00:16:23] - Who are the members and the key stewards of steering the ship [00:18:08] - An example of a project where the owners don't own the IP of their NFT [00:20:56] - Underlying fundamentals and utility behind owning a Bored Ape  [00:26:36] - Thoughts on fungible tokens inside of non-fungible projects [00:29:06] - Ways to think about the value proposition of owning an Ape and an Ape token  [00:30:36] - Different options for minting NFTs and their pros and cons [00:34:36] - Literal mechanics of the minting process [00:36:59] - Smart contract mediating of combining NFTs to generate rare ones [00:39:20] - Building a bottom up brand and other examples of this trend [00:41:50] - Are NFTs just gambling, or will they become investable assets like physical art [00:46:09] - Blockchain infrastructure of the NFT space and whether it'll stay on Ethereum [00:48:48] - What makes the Bored Ape Yacht Club so innovative compared to other projects

THINK Business with Jon Dwoskin
Build For The Now and The Next

THINK Business with Jon Dwoskin

Play Episode Listen Later Nov 10, 2021 32:53


Jon talks with the leadership team at Berkadia, Ernest Katai, Keith Misner, Mike Miner and Dori Nolan, about real estate, the market, leadership and the power of teamwork! Ernest Katai Executive Vice President, Head of Production Ernest Katai is Executive Vice President, Head of Production and a member of Berkadia's Management Committee. In this role, Mr. Katai oversees approximately 240 experienced mortgage bankers and investment sales advisors. Under his leadership, the company's mortgage banking division has grown by 90 percent, while investment sales have increased by 103 percent. In 2019, Berkadia's combined production volume of loan origination, investment sales and JV equity placements exceeded $36 billion. Mr. Katai has been with Berkadia and its predecessors' companies for more than 25 years, working as a leading mortgage banker throughout his tenure. Prior to his current position, Mr. Katai led the Detroit Office to the top originating office in the State of Michigan. The office now regularly produces mortgage banking and investment sales volume of approximately $2 billion annually. Mr. Katai has an extensive background in loan origination that includes construction lending, interim loans, structured loans, tax free financing, joint ventures and equity investments. Mr. Katai has originated transactions with more than 50 capital sources including multiple life companies, credit companies, banks, conduits, and pension funds. Previously, Mr. Katai did construction lending for Comerica Bank and real estate structured credit financing for Ford Motor Credit. Keith Misner Senior Vice President, Head of Investment Sales Keith Misner is Senior Vice President, Head of Investment Sales and a member of Berkadia's Management Committee. In this role, he is responsible for accelerating the growth of the firm's national investment sales platform and coordination of all operating aspects, including recruiting. Mr. Misner has more than 30 years of national commercial real estate experience with success in investment sales, asset management and development aspects in both public and private owner/investor firms and major service providers. Prior to Berkadia, Mr. Misner served as Senior Vice President and Portfolio Manager at Abacus Capital Group LLC for the newly established Abacus Core Investment Fund I LP. Previously, he was Senior Vice President of Transactions at AIMCO, the Denver-based nationally active REIT. During his career, Mr. Misner has also worked in senior leadership roles at Grubb & Ellis, CBRE, and Cushman & Wakefield where from 2003 to 2010, he was a national leader. Mike Miner Vice President – Investment Sales Operations In this role, Mr. Miner oversees a team of more than 90 support staff that focus on delivering high quality deal marketing collateral, research, and financial analysis in support of closing over 400 transactions annually. Additional Mr. Miner focuses on establishing a technology forward IS platform working closely with the Innovation team to develop Berkadia tailored deal marketing, CRM, and email marketing products. Finally, Mr. Miner also supports Investment Sales' strategic initiatives which include expanding institutional client outreach and growing Investment Sales through recruiting new brokers. In 2018, Berkadia's Investment Sales volume totaled $8.3 billion which was a record year. This year's volume YTD is up 13% compared to the same time frame last year. Previously, Mr. Miner worked in strategy consulting at McKinsey and Company where he worked with clients on strategic roadmaps and operational and organizational transformations across multiple industries. Mr. Miner has a Bachelor of Science in business management from Brigham Young University and a Masters of Business Administration in management and strategy from Kellogg Graduate School of Management at Northwestern University. Dori Nolan SVP, National Client Services Dori is key to the production leadership team as Senior Vice President of National Client Services. She has extensive multifamily transaction expertise and industry-wide relationships. Her primary focus entails coordinating Berkadia's Investment Sales, Mortgage Banking, and other Berkadia services for Berkadia's most active multi-market and/or institutional apartment capital sources. She leads a national initiative to continue to grow business relationships with current clients and new clients, helping them to better understand the full potential of Berkadia's services. She is also responsible for collaborating with Berkadia's Investment Sales and Mortgage Banking specialties to improve customer support programs and enhance customer service satisfaction. Dori was previously a partner with Capri Capital Partners where she was responsible for all investment activities including acquisitions, dispositions, and financing efforts.   Discussed during this episode: Brené Brown: The Power of Vulnerability Brené Brown: Listening to Shame Brené Brown: The Call to Courage   Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with the Berkadia Team: Website: https://www.berkadia.com/ Twitter: https://twitter.com/berkadia LinkedIn: https://www.linkedin.com/company/berkadia/ Facebook: https://www.facebook.com/berkadia Instagram: https://www.instagram.com/berkadia/

Investing in Impact
Allocating Capital Into Regenerative Natural Resource Investments - Adrian Rodrigues // Co-Founder of Provenance Capital Group

Investing in Impact

Play Episode Listen Later Nov 8, 2021 45:54


In episode 35 of the Investing in Impact podcast, I speak with Adrian Rodrigues, Co-Founder of Provenance Capital Group, on allocating capital into regenerative natural resource investments through blended capital structures.Adrian is a Co-Founder and a Managing Director of Provenance Capital Group where he helps develop blended capital structures that catalyze resilient biological systems and businesses. Before Provenance, Adrian co-founded the boutique consulting firm Hyphae Partners where he helped companies finance and build regenerative business models. Additionally, he worked at Patagonia within its Venture Capital arm Tin Shed Ventures, helping author a standard for Regenerative Organic Agriculture and exploring Regenerative Organic Land Funds. He is an experienced asset allocator, fundraiser, and business model innovator.Adrian spent six years at Morgan Stanley helping long time horizon investors manage their asset allocations and diligence investment opportunities across asset classes and sectors. He has also lectured on food innovation at the University of California Berkeley Haas School of Business and designed and taught an entrepreneurship intensive for farmers at the Stone Barns Center for Food & Agriculture.Adrian is a graduate of Berkeley Haas' full-time MBA program. At Haas, Adrian was a Portfolio Manager of the Haas Socially Responsible Investment Fund and a Member of the Center for Responsible Business' Student Advisory Board. He also serves as an inaugural advisor for the Investor Resource Council of J.E.D.I. Collaborative, which aims to frame the business case for embedding equity, justice, diversity and inclusion into our entire food ecosystem. He received a B.A. in English from Williams College, studied English literature at Exeter College, Oxford University, and holds the Chartered Financial Analyst designation.Also mentioned in the podcast:Soil Wealth Report - Croatan InstituteSponsors for Educational OpportunityManagement Leadership for Tomorrow (MLT)About Provenance Capital GroupPCG is a financial services firm focused on allocating capital into regenerative natural resource investments. We offer our clients deep expertise, superior guidance,  bespoke access, and trusted partnership in the transition to an economy that is focused on people, planet, and profit.Listen to more Causeartist podcasts here.Check out the Impact Investor platform here - Discover Impact Investors from around the world.Partner with us - Learn moreWe are powered by:Podcast Made with TransistorPodcast cover design Made with CanvaBuild amazing web platforms with Webflow

Finanzfluss Podcast
#234 Dr. Andreas Beck über Nachteile des MSCI World, Risikoabsicherung und Benchmarks

Finanzfluss Podcast

Play Episode Listen Later Nov 8, 2021 43:05


Wir hatten die Möglichkeit, mit Dr. Andreas Beck zu sprechen, einem Mathematiker und Portfolio-Manager. Wir haben uns unter anderem darüber unterhalten, was Anleger allgemein falsch machen und was die konkreten Gründe dafür sind, dass aktive Fonds im Vergleich zu Indexfonds so schlecht performen. Wir erfahren außerdem, was er empfehlen würde, wenn es darum geht, ein Weltportfolio aufzubauen. Denn er hat ein etwas anderes Konzept, als wir es bisher immer auf unserem Kanal vorgestellt haben. Seid gespannt und viel Spaß mit dieser Podcast-Folge.

This Week in Intelligent Investing
Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function

This Week in Intelligent Investing

Play Episode Listen Later Nov 7, 2021 53:06


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) game theory in consolidating industries, and how it fits into investment strategy; and (ii) companies with an internal investment function, and whether more companies should pursue it. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

WEALTHTRACK
Values & Faith-Based Investing

WEALTHTRACK

Play Episode Listen Later Nov 6, 2021 26:39


The demand for socially responsible investing strategies is growing and the cash flowing into them shows it. Exchange-traded funds with ESG characteristics - ESG of course stands for environmental, social, and governance - have attracted the lion's share of equity money in recent years. In true “follow the money” form, Wall Street has taken notice. There are now many different kinds of socially responsible investment products to choose from. One you don't hear a lot about is values and faith-based investing, a niche that has been around for decades through separately managed accounts and a few mutual funds. This week's guest just might change their low profile. He is a widely followed market strategist and successful investor, Robert Doll, Chief Investment Officer and Portfolio Manager at Crossmark Global Investments which he just joined this year. Doll will fulfill two missions for us. He'll explain what values and faith-based investing means and update us on his current assessment of the markets and recommended investment strategies. WEALTHTRACK #1819 broadcast on November 05, 2021 More Info: http://wealthtrack.com/values-and-faith-based-investing-with-veteran-strategist-bob-doll/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Guggenheim Macro Markets
Episode 1: November 4, 2021

Guggenheim Macro Markets

Play Episode Listen Later Nov 5, 2021 17:19


Justin Takata, Managing Director and Head of Investment Grade Corporate Credit Sector Team; Paul Dozier, Director in the Macroeconomic and Research Group; Adam Bloch, Managing Director and Portfolio Manager discussion with Jay Diamond, Head of Thought Leadership.

The Real Investment Show Podcast
Dealing with "Transient" Inflation

The Real Investment Show Podcast

Play Episode Listen Later Nov 4, 2021 43:30


Markets' response to Fed "tapering" is non-existent, because of Chairman Jerome Powell's dovish stance on interest rates; The Two Presidential Economic Poisons; How to Define "Full" Employment and measure Inflation; Did we get "played" by the Fed? ------ SEG-1: How Will Banks Behave w Fed Tapering? SEG-2: What is Real Unemployment? SEG-3: How Should We Measure Inflation? SEG-4: How the Fed "Played" Their Announcement NOTE: You can watch this video here: https://www.youtube.com/watch?v=YuYsW5YqDtk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s -------- Hosted by Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: After the Fed Announcement, What Markets are Doing," is here: https://www.youtube.com/watch?v=HAJbKgirqFc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "Why Stocks are Hitting Highs as Yield Curves Flatten," is here: https://www.youtube.com/watch?v=eoJ8FPOnAbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6816352856714/WN_p3ja8GYaQROUvj65YhbyuQ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FederalReserve #FedTaper #InterestRates #Inflation #FullEmployment

Lance Roberts' Real Investment Hour
Dealing with "Transient" Inflation

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 4, 2021 43:29


Markets' response to Fed "tapering" is non-existent, because of Chairman Jerome Powell's dovish stance on interest rates; The Two Presidential Economic Poisons; How to Define "Full" Employment and measure Inflation; Did we get "played" by the Fed? ------ SEG-1: How Will Banks Behave w Fed Tapering? SEG-2: What is Real Unemployment? SEG-3: How Should We Measure Inflation? SEG-4: How the Fed "Played" Their Announcement NOTE: You can watch this video here: https://www.youtube.com/watch?v=YuYsW5YqDtk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s -------- Hosted by Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: After the Fed Announcement, What Markets are Doing," is here: https://www.youtube.com/watch?v=HAJbKgirqFc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "Why Stocks are Hitting Highs as Yield Curves Flatten," is here: https://www.youtube.com/watch?v=eoJ8FPOnAbM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6816352856714/WN_p3ja8GYaQROUvj65YhbyuQ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FederalReserve #FedTaper #InterestRates #Inflation #FullEmployment

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF
#88 - Austin Lieberman - Portfolio Manager at Social Capital - Investing with a Founder's Mentality

Opto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF

Play Episode Listen Later Nov 4, 2021 81:04


This week we've got Austin Lieberman on the show, one of the 11 portfolio managers at Chamaths Social Capital. The 11 fund managers were given $50million by social capital earlier this year to try and achieve abnormal returns from the markets. Austin was previously a lead advisor at 7investing, a regular contributor to the motley fool, and a veteran, having served 7 years at the united states air force. In this interview, we discuss how and why to invest with a founder's mentality, Austin's investment strategy at Social Capital, and 3 of his most interesting founder-led companies to add to your watchlist. Enjoyhttps://austin.substack.com/@LiebermanAustinThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

This Week in Intelligent Investing
Using Macro Data in the Investment Process | An Area Ripe for Great Investment Ideas

This Week in Intelligent Investing

Play Episode Listen Later Oct 31, 2021 44:40


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) using macro data in the investment process -- specifically, the one source of macro data Phil uses regularly; and (ii) an area ripe for interesting investment ideas: companies whose product or service is important to the customer but represents a small portion of the customer's total cost. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

The Wall Street Coach with Kim Ann Curtin
Episode 34: Trusting Intuition with Jason Apollo Voss

The Wall Street Coach with Kim Ann Curtin

Play Episode Listen Later Oct 30, 2021 57:58


Jason Apollo Voss – Coach, Author, Consultant & former Portfolio Manager – joins Kim and Lucas to dive deep into how intuition plays a crucial part of trading, investing, and life. Jason shares practices that have helped him and his clients identify purpose, quickly get in ‘the zone', and wholeheartedly their trust intuition. Jason Apollo […] The post Episode 34: Trusting Intuition with Jason Apollo Voss appeared first on The Wall Street Coach.

Heather du Plessis-Allan Drive
Sam Dickie: Fisher Funds portfolio manager on global labour shortages

Heather du Plessis-Allan Drive

Play Episode Listen Later Oct 28, 2021 4:12


You'd be hard pressed to find a place in the developed world right now that isn't suffering from labour shortages.  The problem is especially bad in the US, where employees are resigning in droves to look for greener pastures.  Sam Dickie from Fisher Funds has been keeping an eye on this and he joined Heather du Plessis-Allan. LISTEN ABOVE  

Natixis Insights
Q3 2021 Update: Vaughan Nelson Small Cap Value Fund

Natixis Insights

Play Episode Listen Later Oct 27, 2021 16:19


Stephen Davis, Portfolio Manager of the Vaughan Nelson Small Cap Value Fund and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, review and discuss recent market trends, fund performance, and portfolio positioning.

Mornings with Simi
Making Cents of the Markets

Mornings with Simi

Play Episode Listen Later Oct 27, 2021 9:23


Making Cents of the Market: Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is the Senior Vice President and Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca See omnystudio.com/listener for privacy information.

ICMA Podcast
Climate transition finance – global and regional perspectives on the market development

ICMA Podcast

Play Episode Listen Later Oct 27, 2021 25:28


In advance of COP26, ICMA's Nicholas Pfaff moderates a high-level discussion on Climate Transition Finance outlining the key issues and also introducing Japan's regional guidance based on the Climate Transition Finance Handbook. Featuring contributions from Chris Iggo, Chief Investment Officer, AXA IM Core; Ketish Pothalingam, Executive VP, Portfolio Manager, PIMCO; and  Motoko Ogawa, Deputy Director of Environmental Economy Office, Industrial Science and Technology Policy and Environmental Bureau, Ministry of Economy, Trade and Industry (METI) of Japan.

The Guy Gordon Show
The Guy Gordon Show ~ October 26, 2021

The Guy Gordon Show

Play Episode Listen Later Oct 26, 2021 74:15


October 26, 2021 ~ Full Show live from Grand Valley State University. Philomena Mantella, President of GVSU and Gregory Sanial VP for Finance and Administration at GVSU joins us to start the broadcast. David Sowerby, Managing Director and Portfolio Manager at Ancora Bloomfield Hills discusses the proposed "billionaire tax." Craig Mauger from the Detroit News reports on Governor Whitmer's campaign finances, will she be force to pay some money back? Senior News Analyst Lloyd Jackson takes us through new COVID travel guidelines. Sara Gold, Senior Director of Health and Basic Needs at United Way for Southeastern Michigan joins us for WJR cares. Michelle Krebs, Executive Analyst for Auto Trader is our guest for Mobility Makers. Grand Valley students Sidnie Jackson, Michelle Luciano, Autumn Muller and Treondis Snodgrass have a round table discussion with Guy.

This Week in Intelligent Investing
Positioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?

This Week in Intelligent Investing

Play Episode Listen Later Oct 24, 2021 55:40


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) positioning for longevity in the investment world; and (ii) whether we are near the end of the decades-long bull market in bonds. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

Lance Roberts' Real Investment Hour
Bitcoin, Profits, & Economic Collapse

Lance Roberts' Real Investment Hour

Play Episode Listen Later Oct 21, 2021 43:17


Why Joe Biden's Infrastructure Package might not happen; M2 Money Supply Inflation will resolve to Deflation in 2022; Futures-futures, Bitcoin vs Gold, and Oil Futures Contango; Earnings Expectations & Economic Growth, why retail sales are "up." ------ SEG-1: Prelude to the Next Debt Ceiling Debate SEG-2: Bitcoin vs Gold, & Futures Futures SEG-3: What the Atlanta Fed's Real-time GDP Shows SEG-4: The Real Reason Retail Sales Numbers are Up NOTE: You can watch the video of this show here: https://www.youtube.com/watch?v=VYmgiGwcbYI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: "Third Quarter Earnings Pageant Continues," https://www.youtube.com/watch?v=vkkOTOGLjRk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=154s -------- Our previous show, "How to Invest in a Disrupted World," is here: https://www.youtube.com/watch?v=4nZ3aMp04o0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles Mentioned in this show: https://realinvestmentadvice.com/persistent-inflation-poses-a-real-threat-to-stock-prices https://realinvestmentadvice.com/technically-speaking-the-bullish-bearish-market-case/ https://realinvestmentadvice.com/sugar-rush-why-the-economy-will-run-hot-then-crash/ -------- Register for the next Lunch & Learn on Avoiding Costly Mistakes on the FAFSA: https://us06web.zoom.us/webinar/register/6916336439007/WN_OOtN-WhNRcepii4v9BV8sg -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BitCoin #Profits #EconomicCollapse #BitcoinETF #BitcoinFutures #Inflation #Deflation #Markets #MarketCorrection #MarketVolatility

The Real Investment Show Podcast
Bitcoin, Profits, & Economic Collapse

The Real Investment Show Podcast

Play Episode Listen Later Oct 21, 2021 43:18


Why Joe Biden's Infrastructure Package might not happen; M2 Money Supply Inflation will resolve to Deflation in 2022; Futures-futures, Bitcoin vs Gold, and Oil Futures Contango; Earnings Expectations & Economic Growth, why retail sales are "up." ------ SEG-1: Prelude to the Next Debt Ceiling Debate SEG-2: Bitcoin vs Gold, & Futures Futures SEG-3: What the Atlanta Fed's Real-time GDP Shows SEG-4: The Real Reason Retail Sales Numbers are Up NOTE: You can watch the video of this show here: https://www.youtube.com/watch?v=VYmgiGwcbYI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: "Third Quarter Earnings Pageant Continues," https://www.youtube.com/watch?v=vkkOTOGLjRk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=154s -------- Our previous show, "How to Invest in a Disrupted World," is here: https://www.youtube.com/watch?v=4nZ3aMp04o0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles Mentioned in this show: https://realinvestmentadvice.com/persistent-inflation-poses-a-real-threat-to-stock-prices https://realinvestmentadvice.com/technically-speaking-the-bullish-bearish-market-case/ https://realinvestmentadvice.com/sugar-rush-why-the-economy-will-run-hot-then-crash/ -------- Register for the next Lunch & Learn on Avoiding Costly Mistakes on the FAFSA: https://us06web.zoom.us/webinar/register/6916336439007/WN_OOtN-WhNRcepii4v9BV8sg -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BitCoin #Profits #EconomicCollapse #BitcoinETF #BitcoinFutures #Inflation #Deflation #Markets #MarketCorrection #MarketVolatility

Investing in Growth & Change
Cyclicals Vs. Secular: Choosing Wisely

Investing in Growth & Change

Play Episode Listen Later Oct 20, 2021 16:02


"For a company to grow from small to large, it must be able to control its own destiny. How do you control destiny? By having a strong, competitive advantage." Portfolio Manager and Active U.S. Equity Manager of the Year Amy Zhang discusses her focus on the long-term advantages of small caps.

Yet Another Value Podcast
Felix Narhi discusses Stitch Fix $SFIX

Yet Another Value Podcast

Play Episode Listen Later Oct 20, 2021 65:32


Felix Narhi, CIO and Portfolio Manager at PenderFund, discusses his investment in Stitch Fix (SFIX). Key topics include what Stitch Fix's Act 2 looks like, why negative anecdata from first time users doesn't worry Felix, and what separates Stitch Fix from other online retailers.Felix's Q2 letter: https://www.penderfund.com/commentaries/the-managers-commentary-q2-2021-2/My SFIX tweet thread: https://twitter.com/AndrewRangeley/status/1450509121661308928?s=20Felix's Twitter: https://twitter.com/PenderFelixChapters0:00 Intro1:10 Stitch Fix Overview2:40 Addressing the negative anecdata6:30 What does SFIX's transition to Act 2 look like?9:10 Why is SFIX's data and data scientist focus an advantage?16:50 What would an Act 3 look like?19:35 Is it concerning Katrina Lake (the founder) stepped down as CEO?23:45 Discussing the stylist hours worked controversy31:30 Stitch Fix's inventory changes35:30 Will brands pull from Stitch Fix at some point in the future?41:15 Will Stitch Fix ever charge for the data they give brands?44:30 Why isn't Stitch Fix growing faster?49:50 Quantifying Stitch Fix's valuation54:20 Stitch Fix's private market and strategic value57:30 Does Stitch Fix need physical locations?

Nareit's REIT Report Podcast
Episode 294: Real Estate Fundamentals, Supported by GDP and Job Growth, Look “Very Favorable”: Portfolio Manager

Nareit's REIT Report Podcast

Play Episode Listen Later Oct 19, 2021 20:55


The landscape for real estate fundamentals looks “very favorable” going forward, supported by GDP and employment growth, according to Lowell Bolken, portfolio manager of the Securian AM Real Asset Income Fund and Real Estate Securities Fund.“We think employment will be strong as job openings are still above the actual unemployed population right now,” Bolken told Nareit's REIT Report.He noted that in terms of REIT valuations, it's a mixed picture. However, “we're very confident where the economy is going in terms of real estate and other sectors…growth is still in the offing.”Bolken, meanwhile, noted that while inflation might not last longer term, “it's less than transitory.” As a result, Securian is positioning itself for short term inflation by focusing on assets with shorter term leases such as apartments, self-storage, and hotels, while de-emphasizing the net lease sector.

Real Conversations
Hedgeye Investing Summit VII: Diego Parrilla, Portfolio Manager, Quadriga

Real Conversations

Play Episode Listen Later Oct 18, 2021 47:33


This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Wednesday, October 5, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!

Real Conversations
Hedgeye Investing Summit VII: Michael Green, Portfolio Manager, Simplify Asset Management

Real Conversations

Play Episode Listen Later Oct 16, 2021 54:15


This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough. Watch the broadcast now.***This content aired as a video webcast live on Tuesday, October 5, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!

This Week in Intelligent Investing
David Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market Internals

This Week in Intelligent Investing

Play Episode Listen Later Oct 16, 2021 50:33


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) an interview with Sir David Spiegelhalter on risk and the use (and misuse) of statistics, published in the Financial Times on April 16, 2021; and (ii) a table from Morgan Stanley, showing that more than 90% of stocks have declined more than 10% from their YTD highs (>30% for Nasdaq and Russell 2000 stocks) even as the market indices remain only a few percentage points off their highs. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

Vaughan Nelson Investment Management
Ep. 139: (10.15.21) Q3 2021 Global SMid Recap

Vaughan Nelson Investment Management

Play Episode Listen Later Oct 15, 2021 6:39


Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 3rd Quarter of 2021.

NetWorth Radio
NetWorth Radio's Powerful Global Business Leadership Series: Spencer McGowan Interviews Saket Kumar, Co-CIO and Portfolio Manager at Cushing Asset Management

NetWorth Radio

Play Episode Listen Later Oct 14, 2021 12:03


The Real Investment Show Podcast
Why the Fed Taper Matters

The Real Investment Show Podcast

Play Episode Listen Later Oct 14, 2021 34:50


The Federal Reserve now sees inflation as the driver for its policies, planning to taper QE by November; Bond Markets are predicting at least two rate hikes in 2022; ESG Investing is a Wall St. money heist; the language of the Fed, and why Fed Grammar Matters; Carbon Net Zero lies. ------ SEG-1: Why Inflation is Driving the Fed SEG-2: What Bonds Are Predicting About Rate Hikes SEG-3: Better Living Thru ESG Investing...not. -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles mentioned in today's show: https://realinvestmentadvice.com/what-causes-transitory-inflation-to-become-persistent https://realinvestmentadvice.com/esg-investing-the-great-wall-street-money-heist/ https://realinvestmentadvice.com/technically-speaking-navigating-market-lingo-in-2021/ -------- Our Latest "Three Minutes on Markets & Money: Markets Sustain Key Support," https://www.youtube.com/watch?v=9EuTwzQKMKU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=14s -------- Our previous show, "Why the Insidious Stagflation Loop is So Dangerous," is here: https://www.youtube.com/watch?v=hNshJbV2aHg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=4 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #FederalReserve #Taper #RateHike #Markets #JeromePowell #FedGrammarMatters #CarbonNetZero

Mackenzie Investments Bites & Insights
Benoit Gervais on commodity markets, and the impacts of onshoring and climate change

Mackenzie Investments Bites & Insights

Play Episode Listen Later Oct 14, 2021 22:59


In this episode Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore the current commodity markets, onshoring, and supply chains. They also discuss climate change and the desire for higher quality inputs, and how that could impact commodities in the future.

Behind the Markets Podcast
Behind The Markets Podcast: Corey Hoffstein & Rodrigo Gordillo

Behind the Markets Podcast

Play Episode Listen Later Oct 13, 2021 53:06


Show from 10/8/21Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the employment report, fed posture, volatility in overseas commodities, and more. Then, are you interested in using an adaptive approach to investing? Host Jeremy Schwartz brings on the authors of a new paper titled “Return Stacking” about how to leverage to boost returns. Learn how to create an inflation sensitive basket of commodities, emerging market currencies, and more. Guest:Corey Hoffstein – Co-Founder and Chief Investment Officer of Newfound Research. Co-author of a new paper called “Return Stacking.”For more on Newfound Research visit their website: https://www.thinknewfound.com/Follow him on Twitter: @choffsteinListen to his podcast here: https://blog.thinknewfound.com/podcast/Rodrigo Gordillo – President and Portfolio Manager at Resolve Asset Management. Co-author of the book “Adaptive: Asset Allocation, Dynamic Global Portfolios Profits in Good Times and Bad.” Co-author of a new paper called “Return Stacking.”Follow him on Twitter: @RodGordilloP For more on Resolve Asset Management visit their website: https://investresolve.com/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartzDefinitions:CRB index: Commodity Research Bureau Index acts as a representative indicator of today's global commodity markets. It measures the aggregated price direction of various commodity sectors.CPI: Consumer Price Index is a measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care. It is calculated by taking price changes for each item in the predetermined basket of goods and averaging them.PPI: Producer Price Index measures the average change over time in the selling prices received by domestic producers for their output. The prices included in the PPI are from the first commercial transaction for many products and some services.TIPS: Treasury Inflation Protected Securities.Derivative: a security whose value is determined by another asset.Sharpe ratio: Measure of risk-adjusted return. Higher values indicate greater return per unit of risk, specifically standard deviation, which is viewed as being desirable.Beta: A measure of the volatility of a security or a portfolio in comparison to a benchmark. In general, a beta less than 1 indicates that the investment is less volatile than the benchmark, while a beta more than 1 indicates that the investment is more volatile than the benchmark.Coupons: The annual interest rate stated on a bond when it's issued. The coupon is typically paid semiannually. This is also referred to as the “coupon rate” or “coupon percent rate.Basis point: 1/100th of 1 percent.Drawdown: Periods of sustained negative trends of return.Put option: an option to sell assets at an agreed price on or before a particular date. See acast.com/privacy for privacy and opt-out information.

Fidelity Answers: The Investment Podcast
The Investor's Guide to China: Regulation (#10)

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Oct 13, 2021 32:15


Regulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a real pick up in regulatory activity that has affected some of China's biggest and most dynamic companies. So, how should investors think about this regulatory new normal? Which sectors align with the country's new strategic goals and ultimately stand to benefit? And how is all of this likely to impact the quality and quantity of economic growth in the world's second biggest economy? To discuss this recent wave of regulatory action in China, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by two of Fidelity's Hong Kong-based investment team: Dale Nicholls, a Portfolio Manager with a focus on China, and Asia Fixed Income Investment Director, Vanessa Chan. With additional contributions from Fidelity's Tina Tian, Analyst and Portfolio Manager, David Cochrane, Equity Analyst, Ming Gong, Senior Credit Analyst and Portfolio Manager, and Catherine Yeung, Investment Director. Read more at fidelityinternational.com. See omnystudio.com/listener for privacy information.

This Week in Intelligent Investing
Duration, Terminal Value, and FOMO | Great Investing Texts to Re-Read Often

This Week in Intelligent Investing

Play Episode Listen Later Oct 10, 2021 51:05


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) duration, terminal value, and the "fear of mission out"; and (ii) investing articles and texts that belong in every investor's "re-read" folder. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

The Real Investment Show Podcast
Debt Ceiling Episode | The Real Investment Show (Full Show EDIT) 10/7/21

The Real Investment Show Podcast

Play Episode Listen Later Oct 7, 2021 34:50


Economic growth estimates are being revised; the "Fiscal Cliff" is actually fiscal reality; wealth inequality is caused by the Fed; the fallacy of equality; how to make population more productive; why handouts don't work; Why Debt Ceiling hike is not a win for Democrats; Allow Capitalism to work. ------ SEG-1: Mrs. Roberts & ACL; The Fiscal Cliff vs Fiscal Reality SEG-2: Kids, College, & Senioritis; Why Handouts Don't Work SEG-3: Why Raising the Debt Ceiling is not a Win for Dems -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts w w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: Markets Rise on Debt Ceiling Increase," https://www.youtube.com/watch?v=EKSFf9AqDFM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=70s -------- Our previous show, "How Coming IRA Changes Could Affect Your Money," is here: https://www.youtube.com/watch?v=7TkMhUMoMoM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this show: https://realinvestmentadvice.com/the-debt-ceiling-non-crisis-why-rates-will-fall/ -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=4 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DebtCeiling #FiscalCliff #Market #Capitalism #WorkerProductivity #FiscalReality

Green Rush Podcast
Ian Dominguez, Portfolio Manager of Delta Emerald Ventures

Green Rush Podcast

Play Episode Listen Later Oct 7, 2021 33:51


Welcome to the Green Rush, a KCSA Strategic Communications Production, and a weekly conversation hosted by Anne Donohoe and Nick Opich. Each episode we talk with the most interesting, influential, people in cannabis and psychedelic industries and this week our hosts Anne and Nick are chatting with Ian Dominguez, Portfolio Manager of Delta Emerald Ventures, a data science-led investment firm focused on the cannabis space.  A veteran of investing in the CPG and grocery space, Ian has held a long passion about the ever-changing needs of consumers and bringing those evolving trends to light through data and analytics. Since helping to launch Delta Emerald in July 2019, Ian and his team have been building a diverse portfolio across the cannabis sector, allowing him to have a detailed understanding and unique insights into the growth potential across the entire cannabis ecosystem.  Anne and Nick sat down with Ian to explore his path to the cannabis industry and learn more about how Delta Emerald evaluates the market and where it sees the greatest opportunity. In addition, we explore the future of the MSO model, how regulations are changing the industry, consumer trends and branding as well as common misconceptions investors have about the industry. So sit back and enjoy our conversation with Ian Dominguez.   Links and mentions in the show https://www.deltaemerald.com/ The Delta Dispatch: https://deltaemerald.substack.com/welcome  Links to the guest's company and social media accounts Ian's LinkedIn: https://www.linkedin.com/in/iancdominguez/  Show Credits: This episode was hosted by Anne Donohoeand Nick Opich of KCSA Strategic Communications.  Special thanks to our Program Director Shea Gunther. You can learn more about how KCSA Cannabis can help your cannabiz by visiting www.kcsa-cannabis.com or emailing greenrush@kcsa.com. You can also connect with us via our social channels: Twitter: @The_GreenRush  Instagram: @thegreenrush_podcast LinkedIn: https://www.linkedin.com/company/thegreenrushpodcast/  Facebook: https://www.facebook.com/TheGreenRushPodcast/  YouTube: https://www.youtube.com/channel/UCuEQkvdjpUnPyhF59wxseqw?disable_polymer=true

This Week in Intelligent Investing
Special: How the World‘s Greatest Investors Win, with William Green and Phil Ordway

This Week in Intelligent Investing

Play Episode Listen Later Oct 2, 2021 63:24


In this special episode, co-host Phil Ordway speaks with William Green about the book, "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life". Enjoy the conversation!   About the Participants: Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. William Green is the author of Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life (Scribner/Simon & Schuster, April 2021). Over the last quarter of a century, he has interviewed many of the world's best investors, exploring in depth the question of what qualities and insights enable them to achieve enduring success. He's written extensively about investing for many publications and has been interviewed about the greatest investors for magazines, newspapers, podcasts, radio, and television. He has also given many talks about the lessons we can learn from the most successful investors, not only about how to invest but about how to improve our thinking. Green has written for many leading publications in the US and Europe, including The New Yorker, Time, Fortune, Forbes, Barron's, Fast Company, Money, Worth, Bloomberg Markets, The Los Angeles Times, The Boston Globe Magazine, The New York Observer, The (London) Spectator, The (London) Independent Magazine, and The Economist. He has reported in places as diverse as China, India, Japan, the Philippines, Bangladesh, Saudi Arabia, South Africa, the US, Mexico, England, France, Monaco, Poland, Italy, and Russia. He has interviewed presidents and prime ministers, inventors, criminals, prize-winning authors, the CEOs of some of the world's largest companies, and countless billionaires. While living in London, Green edited the European, Middle Eastern, and African editions of Time. Before that, he lived in Hong Kong, where he edited the Asian edition of Time during a period in which it won many awards. Green has collaborated on several books as a ghostwriter, co-author, or editor. One of them became a #1 New York Times and #1 Wall Street Journal bestseller in 2017. He also worked closely with a renowned hedge fund manager, Guy Spier, helping him to write his much-praised 2014 memoir, The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment. Green also wrote and edited The Great Minds of Investing, which features short profiles of 33 renowned investors, along with stunning portraits created by Michael O'Brien, one of America's preeminent photographers. Born and raised in London, Green was educated at Eton College, studied English literature at Oxford University, and received a Master's degree from Columbia University's Graduate School of Journalism. He lives in New York with his wife, Lauren, and their children, Henry and Madeleine. The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

Capital Allocators
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

Capital Allocators

Play Episode Listen Later Sep 16, 2021 57:48


On today's Manager Meeting, Paul Black speaks to Ryan Batchelor.  Paul is a popular past guest on the show and the Co-CEO of WCM Investment Management.  Ryan is the Co-Founder and Portfolio Manager at Clifford Capital Partners, a $320 million value manager based in Alpine, Utah. Clifford employs a blend of core and deep value holdings selected through bottom-up research into sustainable wide moat businesses for core holdings and out of favor stocks for deep value holdings. The overlap of interest in moats led WCM to take an equity stake in Clifford three years ago. We'll start with my chat with Paul about what led him to Ryan. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts